Compare · 2 funds side by side · dividends reinvested

PLGI and ACIO

PLGIPL×ACIOAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425ACIO · best of the two

02 / 03

PLGI and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−6.6%9.6%$2.3B1.1

PL Growth and Income ETFIncome · Covered calls1.25%0.50%+0.6%[…][…][…][…][…]$60M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: PLGI 2025 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $60M[…]

PLGI

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,425

$10,000 five years ago, dividends reinvested · they hold 48.0% in common

PLGIMeasureACIO

+0.6%Year to dateJan 1 → Nov 4+6.4%

[…]1 yearTotal return+5.6%

[…]3 years · per year$10,000 became […] · $15,777+16.4%

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

1.25%Expense ratio$125 · $79 a year on $10k · lower is better0.79%

0.50%Trailing 12-mo yield$50 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.6%

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

1–2ACIO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLGI vs ACIO: Top 5 Holdings

Today

PLGI

22.9%in top 5

ACIO

in top 529.2%

PLGIStockACIO

6.1%NVDA7.6%

3.8%AAPL7.4%

not top 5MSFT5.9%

5.2%GOOGLnot top 5

4.5%AMZN3.7%

not top 5GOOG4.5%

3.4%BSJRnot top 5

Held in common48.0%

End-of-day Nov 4, 2026 · share of each fund

PLGI vs ACIO Returns, Every Period

PLPLGI

[…]

past year

ACIOAptus

+5.6%

past year

PLGIACIOFaded: behind in that period

0–1ACIO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PLGI vs ACIO

YTD

PLPLGI

+0.6%

ACIOAptus

+6.4%

+0.6%Year to date+6.4%

[…]Worst drop · 1Y−6.6%

[…]Volatility · 1Y9.6%

0.5%Yield0.4%

$59.6MAssets$2.3B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLGI, ACIO

Today

0.79%lowest, ACIO

FundExpense ratioFee$10k

ACIO0.79%$79

PLGI1.25%$125

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PLGI, ACIO

0.50%highest, PLGI

FundTrailing yieldYield$10k

PLGI0.50%$50

ACIO0.39%$39

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$40most kept, ACIO

ACIO$39 − $79 = −$40

PLGI$50 − $125 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PLGI, ACIO

Today

48.0%most shared, PLGI and ACIO

PLGIACIO

PLGI—48.0%

ACIO48.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.6%ACIO, at 9.6% volatility

ACIOWorst drop−6.6%9.6% vol

PLGIWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PLGIACIO

+0.6%Year to date+6.4%

0.5%Yield0.4%

[…]Past year+5.6%

1.25%Fee0.79%

2–1ACIO wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026