Compare · 3 funds side by side · dividends reinvested

PLGI, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

PLGI, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B1.9

PL Growth and Income ETFIncome · Covered calls1.25%0.50%+0.3%[…][…][…][…][…]$58M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: PLGI 2025 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $58M[…]

PLGI

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,189

$10,000 five years ago, dividends reinvested · they hold 52.9% in common

PLGIMeasureACIO

+0.3%Year to dateJan 1 → Nov 9+6.1%

[…]1 yearTotal return+6.7%

[…]3 years · per year$10,000 became […] · $15,169+14.9%

[…]5 years · per year$10,000 became […] · $15,189+8.7%

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 calmer9.9%

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

1–2ACIO wins

End-of-day Nov 9, 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

26.2%in top 5

ACIO

in top 529.8%

PLGIStockACIO

4.8%AAPL7.8%

5.9%NVDA7.1%

5.3%MSFT6.2%

5.4%GOOGLnot top 5

4.8%AMZN4.0%

not top 5GOOG4.7%

Held in common52.9%

End-of-day Nov 9, 2026 · share of each fund

PLGI vs ACIO Returns, Every Period

PLPLGI

[…]

past year

ACIOAptus

+6.7%

past year

PLGIACIOFaded: behind in that period

0–1ACIO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PLGI vs SCHD

YTD

PLPLGI

+0.3%

SCHDSchwab

+33.2%

+0.3%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.5%Yield3.0%

$58.3MAssets$120B

2–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

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 9, 2026 · fee on $10,000 a year

Yields: PLGI, ACIO, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

PLGI0.50%$50

ACIO0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ACIO$39 − $79 = −$40

PLGI$50 − $125 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PLGI, ACIO, SCHD

Today

52.9%most shared, PLGI and ACIO

PLGIACIOSCHD

PLGI—52.9%5.7%

ACIO52.9%—8.5%

SCHD5.7%8.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%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 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDACIO

+33.2%Year to date+6.1%

3.0%Yield0.4%

+39.1%Past year+6.7%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026