Compare · 2 funds side by side · dividends reinvested

LQDW and ACIO

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,217ACIO · best of the two

02 / 04

LQDW and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Investment Grade Corporate Bond BuyWrite Strategy ETFIncome · Covered calls0.34%13.96%+1.0%+1.8%+5.1%[…]−3.4%4.3%$348M1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−6.6%9.6%$2.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: LQDW 2022 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,217

ACIO

LQDW

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · $348M[…]

$10,000 five years ago, dividends reinvested

ACIOMeasureLQDW

+6.4%Year to dateJan 1 → Nov 3+1.0%

+5.6%1 yearTotal return+1.8%

+16.4%3 years · per year$10,000 became $15,777 · $11,608+5.1%

+8.8%5 years · per year$10,000 became $15,217 · […][…]

0.79%Expense ratio$79 · $34 a year on $10k · lower is better0.34%

0.39%Trailing 12-mo yield$39 · $1,396 a year on $10k13.96%

−6.6%Worst dropSmaller is better−3.4%

9.6%VolatilityLower is calmer4.3%

ACIOLQDW Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4LQDW wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs LQDW: Top 5 Holdings

Today

ACIO

29.0%in top 5

LQDW

in top 5[…]

ACIOStockLQDW

7.5%AAPLnot top 5

7.5%NVDAnot top 5

5.8%MSFTnot top 5

4.5%GOOGnot top 5

3.7%AMZNnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

ACIO vs LQDW Returns, Every Period

AptusACIO

+5.6%

past year

LQDWiShares

+1.8%

past year

ACIOLQDWFaded: behind in that period

3–0ACIO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ACIO vs LQDW

YTD

AptusACIO

+6.4%

LQDWiShares

+1.0%

+6.4%Year to date+1.0%

−6.6%Worst drop · 1Y−3.4%

9.6%Volatility · 1Y4.3%

0.4%Yield14.0%

$2.3BAssets$348M

3–1LQDW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LQDW, ACIO

Today

0.34%lowest, LQDW

FundExpense ratioFee$10k

LQDW0.34%$34

ACIO0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LQDW, ACIO

13.96%highest, LQDW

FundTrailing yieldYield$10k

LQDW13.96%$1,396

ACIO0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,362most kept, LQDW

LQDW$1,396 − $34 = $1,362

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LQDW, ACIO

Today

[…]holdings […]

LQDWACIO

LQDW—[…]

ACIO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.6%ACIO, at 9.6% volatility

LQDWWorst drop−3.4%4.3% vol

ACIOWorst drop−6.6%9.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LQDWACIO

+1.0%Year to date+6.4%

14.0%Yield0.4%

+1.8%Past year+5.6%

0.34%Fee0.79%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026