Compare · 3 funds side by side · dividends reinvested

PLGI, ACIO and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

PLGI, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+5.9%+6.6%+14.6%+8.6%−6.6%9.9%$2.3B1.9

PL Growth and Income ETFIncome · Covered calls1.25%0.51%−0.3%[…][…][…][…][…]$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 10, 2026 · returns include dividends · since: PLGI 2025 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Aptus Collared Income Opportunity ETF · $2.3B$15,100

ACIO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

ACIO

More Ways to See the Pairs

ACIO vs SCHD: Top 5 Holdings

Today

ACIO

29.6%in top 5

SCHD

in top 521.4%

ACIOStockSCHD

7.9%AAPLnot top 5

6.7%NVDAnot top 5

6.3%MSFTnot top 5

4.7%GOOGnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: PLGI, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

PLGI1.25%$125

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+5.9%Year to dateJan 1 → Nov 10+33.8%

+6.6%1 yearTotal return+38.8%

+14.6%3 years · per year$10,000 became $15,046 · $17,062+19.5%

+8.6%5 years · per year$10,000 became $15,100 · $16,428+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $294 a year on $10k2.94%

−6.6%Worst dropSmaller is better−6.9%

9.9%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.1%AMZNnot top 5

Held in common8.5%

End-of-day Nov 10, 2026 · share of each fund

ACIO vs SCHD Returns, Every Period

5Y

AptusACIO

+8.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ACIOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ACIO vs SCHD

YTD

AptusACIO

+5.9%

SCHDSchwab

+33.8%

+5.9%Year to date+33.8%

−6.6%Worst drop · 1Y−6.9%

9.9%Volatility · 1Y11.8%

0.4%Yield2.9%

$2.3BAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PLGI, ACIO, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

PLGI0.51%$51

ACIO0.39%$39

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

ACIO$39 − $79 = −$40

PLGI$51 − $125 = −$74

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PLGI, ACIO, SCHD

Today

53.5%most shared, PLGI and ACIO

PLGIACIOSCHD

PLGI—53.5%5.6%

ACIO53.5%—8.5%

SCHD5.6%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.8% vol

PLGIWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDACIO

+33.8%Year to date+5.9%

2.9%Yield0.4%

+38.8%Past year+6.6%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

PLGI, ACIO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PLGI, ACIO, SCHD