Compare · 2 funds side by side · dividends reinvested

SCEP and ACIO

SCEPSterling Capital×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

SCEP and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.3

Sterling Capital Hedged Equity Premium Income ETFIncome · Covered calls0.65%6.20%+5.9%[…][…][…][…][…]$241M1.3

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: SCEP 2025 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Hedged Equity Premium Income ETF · $241M[…]

SCEP

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 44.8% in common

SCEPMeasureACIO

+5.9%Year to dateJan 1 → Nov 4+7.2%

[…]1 yearTotal return+6.3%

[…]3 years · per year$10,000 became […] · $15,774+16.4%

[…]5 years · per year$10,000 became […] · $15,425+9.1%

0.65%Expense ratio$65 · $79 a year on $10k · lower is better0.79%

6.20%Trailing 12-mo yield$620 · $39 a year on $10k0.39%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.6%

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

2–1SCEP wins

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

More Ways to See the Pairs

SCEP vs ACIO: Top 5 Holdings

Today

SCEP

26.6%in top 5

ACIO

in top 529.2%

SCEPStockACIO

5.8%NVDA7.6%

6.4%AAPL7.4%

4.8%MSFT5.9%

4.8%AVGOnot top 5

4.8%AMZN3.7%

not top 5GOOG4.5%

Held in common44.8%

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

SCEP vs ACIO Returns, Every Period

Sterling CapitalSCEP

[…]

past year

ACIOAptus

+6.3%

past year

SCEPACIOFaded: behind in that period

0–1ACIO wins

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

SCEP vs ACIO

YTD

Sterling CapitalSCEP

+5.9%

ACIOAptus

+7.2%

+5.9%Year to date+7.2%

[…]Worst drop · 1Y−6.6%

[…]Volatility · 1Y9.6%

6.2%Yield0.4%

$241MAssets$2.3B

1–1level

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

Cost, Income and Risk

Fees: SCEP, ACIO

Today

0.65%lowest, SCEP

FundExpense ratioFee$10k

SCEP0.65%$65

ACIO0.79%$79

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

Yields: SCEP, ACIO

6.20%highest, SCEP

FundTrailing yieldYield$10k

SCEP6.20%$620

ACIO0.39%$39

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

Income After Fees on $10,000

$555most kept, SCEP

SCEP$620 − $65 = $555

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: SCEP, ACIO

Today

44.8%most shared, SCEP and ACIO

SCEPACIO

SCEP—44.8%

ACIO44.8%—

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

Return vs Bumpiness: 2 ETFs

+6.3%ACIO, at 9.6% volatility

ACIOWorst drop−6.6%9.6% vol

SCEPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCEPACIO

+5.9%Year to date+7.2%

6.2%Yield0.4%

[…]Past year+6.3%

0.65%Fee0.79%

2–1SCEP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026