Compare · 2 funds side by side · dividends reinvested

PBP and ACIO

PBPInvesco×ACIOAptus×

Versus in desk

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

02 / 04

PBP and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.44%+10.3%+14.6%+15.1%+7.6%−5.2%7.4%$388M1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−6.6%9.6%$2.3B1.8

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: PBP 2007 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $388M$14,442

PBP

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 75.1% in common

PBPMeasureACIO

+10.3%Year to dateJan 1 → Nov 3+6.4%

+14.6%1 yearTotal return+5.6%

+15.1%3 years · per year$10,000 became $15,265 · $15,777+16.4%

+7.6%5 years · per year$10,000 became $14,442 · $15,217+8.8%

0.29%Expense ratio$29 · $79 a year on $10k · lower is better0.79%

11.44%Trailing 12-mo yield$1,144 · $39 a year on $10k0.39%

−5.2%Worst dropSmaller is better−6.6%

7.4%VolatilityLower is calmer9.6%

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

6–2PBP wins

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

More Ways to See the Pairs

PBP vs ACIO: Top 5 Holdings

Today

PBP

27.3%in top 5

ACIO

in top 529.0%

PBPStockACIO

7.6%AAPL7.5%

7.6%NVDA7.5%

5.8%MSFT5.8%

not top 5GOOG4.5%

3.7%AMZN3.7%

2.5%GOOGLnot top 5

Held in common75.1%

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

PBP vs ACIO Returns, Every Period

InvescoPBP

+7.6%

5 years, per year

ACIOAptus

+8.8%

5 years, per year

PBPACIOFaded: behind in that period

2–2Level

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

PBP vs ACIO

YTD

InvescoPBP

+10.3%

ACIOAptus

+6.4%

+10.3%Year to date+6.4%

−5.2%Worst drop · 1Y−6.6%

7.4%Volatility · 1Y9.6%

11.4%Yield0.4%

$388MAssets$2.3B

4–0PBP wins

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

Cost, Income and Risk

Fees: PBP, ACIO

Today

0.29%lowest, PBP

FundExpense ratioFee$10k

PBP0.29%$29

ACIO0.79%$79

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

Yields: PBP, ACIO

11.44%highest, PBP

FundTrailing yieldYield$10k

PBP11.44%$1,144

ACIO0.39%$39

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

Income After Fees on $10,000

$1,115most kept, PBP

PBP$1,144 − $29 = $1,115

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: PBP, ACIO

Today

75.1%most shared, PBP and ACIO

PBPACIO

PBP—75.1%

ACIO75.1%—

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

Return vs Bumpiness: 2 ETFs

+14.6%PBP, at 7.4% volatility

PBPWorst drop−5.2%7.4% 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

PBPACIO

+10.3%Year to date+6.4%

11.4%Yield0.4%

+14.6%Past year+5.6%

0.29%Fee0.79%

4–0PBP wins

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