Compare · 3 funds side by side · dividends reinvested

PSTR, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

PSTR, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Peakshares Sector Rotation ETFIncome · Covered calls2.88%5.00%+10.3%+12.9%[…][…]−6.7%10.8%$68M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.1

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: PSTR 2024 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Peakshares Sector Rotation ETF · $68M[…]

PSTR

ACIO

Aptus Collared Income Opportunity ETF · $2.4B$14,959

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

PSTRMeasureACIO

+10.3%Year to dateJan 1 → Nov 6+4.7%

+12.9%1 yearTotal return+4.4%

[…]3 years · per year$10,000 became […] · $15,213+15.0%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

2.88%Expense ratio$288 · $79 a year on $10k · lower is better0.79%

5.00%Trailing 12-mo yield$500 · $40 a year on $10k0.40%

−6.7%Worst dropSmaller is better−6.6%

10.8%VolatilityLower is calmer9.9%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSTR vs ACIO: Top 5 Holdings

Today

PSTR

38.9%in top 5

ACIO

in top 529.4%

PSTRStockACIO

10.3%XLFnot top 5

8.3%XLVnot top 5

7.8%VGTnot top 5

not top 5AAPL7.8%

6.9%XLKnot top 5

not top 5NVDA6.8%

not top 5MSFT6.2%

5.5%XLPnot top 5

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common19.8%

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

PSTR vs ACIO Returns, Every Period

PeakSharesPSTR

+12.9%

past year

ACIOAptus

+4.4%

past year

PSTRACIOFaded: behind in that period

2–0PSTR wins

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

PSTR vs SCHD

YTD

PeakSharesPSTR

+10.3%

SCHDSchwab

+31.4%

+10.3%Year to date+31.4%

−6.7%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

5.0%Yield3.0%

$67.7MAssets$120B

3–1PSTR wins

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

Cost, Income and Risk

Fees: PSTR, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

PSTR2.88%$288

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

Yields: PSTR, ACIO, SCHD

5.00%highest, PSTR

FundTrailing yieldYield$10k

PSTR5.00%$500

SCHD3.00%$300

ACIO0.40%$40

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

PSTR$500 − $288 = $212

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: PSTR, ACIO, SCHD

Today

19.8%most shared, PSTR and ACIO

PSTRACIOSCHD

PSTR—19.8%4.8%

ACIO19.8%—8.6%

SCHD4.8%8.6%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

PSTRWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

PSTRSCHD

+10.3%Year to date+31.4%

5.0%Yield3.0%

+12.9%Past year+37.0%

2.88%Fee0.06%

3–1SCHD 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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026