Compare · 3 funds side by side · dividends reinvested

MLPD, ACIO and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,959ACIO · best of the three

02 / 04

MLPD, ACIO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MLP & Energy Infrastructure Covered Call ETFIncome · Covered calls0.60%14.34%+6.1%+12.0%[…][…]−4.6%8.7%$25M1.2

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MLPD 2024 · ACIO 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MLP & Energy Infrastructure Covered Call ETF · $25M[…]

MLPD

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$14,959

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MLPDMeasureACIO

+6.1%Year to dateJan 1 → Nov 6+4.7%

+12.0%1 yearTotal return+4.4%

[…]3 years · per year$10,000 became […] · $15,213+15.0%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

0.60%Expense ratio$60 · $79 a year on $10k · lower is better0.79%

14.34%Trailing 12-mo yield$1,434 · $40 a year on $10k0.40%

−4.6%Worst dropSmaller is better−6.6%

8.7%VolatilityLower is calmer9.9%

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

6–0MLPD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPD vs ACIO: Top 5 Holdings

Today

MLPD

101.0%in top 5

ACIO

in top 529.4%

MLPDStockACIO

101.0%MLPXnot top 5

not top 5AAPL7.8%

not top 5NVDA6.8%

not top 5MSFT6.2%

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MLPD vs ACIO Returns, Every Period

Global XMLPD

+12.0%

past year

ACIOAptus

+4.4%

past year

MLPDACIOFaded: behind in that period

2–0MLPD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MLPD vs JEPI

YTD

Global XMLPD

+6.1%

JEPIJ.P. Morgan

+5.3%

+6.1%Year to date+5.3%

−4.6%Worst drop · 1Y−6.7%

8.7%Volatility · 1Y8.8%

14.3%Yield8.1%

$24.5MAssets$45.2B

4–0MLPD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPD, ACIO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MLPD0.60%$60

ACIO0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MLPD, ACIO, JEPI

14.34%highest, MLPD

FundTrailing yieldYield$10k

MLPD14.34%$1,434

JEPI8.09%$809

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,374most kept, MLPD

MLPD$1,434 − $60 = $1,374

JEPI$809 − $35 = $774

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MLPD, ACIO, JEPI

Today

38.0%most shared, ACIO and JEPI

MLPDACIOJEPI

MLPD—0.0%0.0%

ACIO0.0%—38.0%

JEPI0.0%38.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.0%MLPD, at 8.7% volatility

MLPDWorst drop−4.6%8.7% vol

JEPIWorst drop−6.7%8.8% vol

ACIOWorst drop−6.6%9.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPDJEPI

+6.1%Year to date+5.3%

14.3%Yield8.1%

+12.0%Past year+8.2%

0.60%Fee0.35%

3–1MLPD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026