Compare · 3 funds side by side · dividends reinvested

PBP, ACIO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

PBP, ACIO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.69%+7.9%+12.1%+13.5%+7.1%−5.2%8.2%$382M1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B2.5

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: PBP 2007 · ACIO 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $382M$14,091

PBP

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 74.1% in common

PBPMeasureACIO

+7.9%Year to dateJan 1 → Nov 6+4.7%

+12.1%1 yearTotal return+4.4%

+13.5%3 years · per year$10,000 became $14,611 · $15,213+15.0%

+7.1%5 years · per year$10,000 became $14,091 · $14,959+8.4%

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

11.69%Trailing 12-mo yield$1,169 · $40 a year on $10k0.40%

−5.2%Worst dropSmaller is better−6.6%

8.2%VolatilityLower is calmer9.9%

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

6–2PBP wins

End-of-day Nov 6, 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

27.8%in top 5

ACIO

in top 529.4%

PBPStockACIO

7.9%AAPL7.8%

6.9%NVDA6.8%

6.3%MSFT6.2%

not top 5GOOG4.7%

4.0%AMZN4.0%

2.6%GOOGLnot top 5

Held in common74.1%

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

PBP vs ACIO Returns, Every Period

InvescoPBP

+7.1%

5 years, per year

ACIOAptus

+8.4%

5 years, per year

PBPACIOFaded: behind in that period

2–2Level

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

PBP vs VIG

YTD

InvescoPBP

+7.9%

VIGVanguard

+12.1%

+7.9%Year to date+12.1%

−5.2%Worst drop · 1Y−7.9%

8.2%Volatility · 1Y10.8%

11.7%Yield1.5%

$382MAssets$109B

3–1PBP wins

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

Cost, Income and Risk

Fees: PBP, ACIO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PBP0.29%$29

ACIO0.79%$79

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

Yields: PBP, ACIO, VIG

11.69%highest, PBP

FundTrailing yieldYield$10k

PBP11.69%$1,169

VIG1.50%$150

ACIO0.40%$40

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

Income After Fees on $10,000

$1,140most kept, PBP

PBP$1,169 − $29 = $1,140

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: PBP, ACIO, VIG

Today

74.1%most shared, PBP and ACIO

PBPACIOVIG

PBP—74.1%42.7%

ACIO74.1%—42.3%

VIG42.7%42.3%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

PBPWorst drop−5.2%8.2% vol

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

PBPVIG

+7.9%Year to date+12.1%

11.7%Yield1.5%

+12.1%Past year+14.3%

0.29%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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