Compare · 3 funds side by side · dividends reinvested

PLGI, ACIO and JEPI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,227ACIO · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

PLGI, ACIO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.9%+6.0%+15.0%+8.8%−6.6%9.8%$2.3B1.8

PL Growth and Income ETFIncome · Covered calls1.25%0.50%+0.8%[…][…][…][…][…]$59M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: PLGI 2025 · ACIO 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PL Growth and Income ETF · $59M[…]

PLGI

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,227

$10,000 five years ago, dividends reinvested · they hold 53.6% in common

PLGI

More Ways to See the Pairs

PLGI vs ACIO: Top 5 Holdings

Today

PLGI

26.1%in top 5

ACIO

in top 529.2%

PLGIStockACIO

4.8%AAPL7.9%

5.6%NVDA6.3%

5.4%MSFT6.1%

5.4%GOOGLnot top 5

4.9%AMZN

Cost, Income and Risk

Fees: PLGI, ACIO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ACIO0.79%$79

PLGI1.25%$125

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

ACIO

+0.8%Year to dateJan 1 → Nov 11+6.9%

[…]1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $15,193+15.0%

[…]5 years · per year$10,000 became […] · $15,227+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 calmer9.8%

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

1–2ACIO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5GOOG4.7%

Held in common53.6%

End-of-day Nov 11, 2026 · share of each fund

PLGI vs ACIO Returns, Every Period

1Y

PLPLGI

[…]

past year

ACIOAptus

+6.0%

past year

PLGIACIOFaded: behind in that period

0–1ACIO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PLGI vs JEPI

YTD

PLPLGI

+0.8%

JEPIJ.P. Morgan

+8.6%

+0.8%Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.5%Yield7.8%

$59.3MAssets$46.8B

2–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: PLGI, ACIO, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

PLGI0.50%$50

ACIO0.39%$39

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

ACIO$39 − $79 = −$40

PLGI$50 − $125 = −$75

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PLGI, ACIO, JEPI

Today

53.6%most shared, PLGI and ACIO

PLGIACIOJEPI

PLGI—53.6%30.2%

ACIO53.6%—38.7%

JEPI30.2%38.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

ACIOWorst drop−6.6%9.8% vol

PLGIWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIACIO

+8.6%Year to date+6.9%

7.8%Yield0.4%

+11.2%Past year+6.0%

0.35%Fee0.79%

4–0JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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PLGI, ACIO and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PLGI, ACIO, JEPI