Compare · 3 funds side by side · dividends reinvested

SDTY, ACIO and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,189ACIO · best of the three

02 / 04

SDTY, ACIO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.29%+9.9%+13.0%[…][…]−8.0%12.6%$39M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B2.0

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: SDTY 2025 · ACIO 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

SDTY

ACIO

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

$10,000 five years ago, dividends reinvested

SDTYMeasureACIO

+9.9%Year to dateJan 1 → Nov 9+6.1%

+13.0%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%

1.08%Expense ratio$108 · $79 a year on $10k · lower is better0.79%

29.29%Trailing 12-mo yield$2,929 · $39 a year on $10k0.39%

−8.0%Worst dropSmaller is better−6.6%

12.6%VolatilityLower is calmer9.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDTY vs ACIO: Top 5 Holdings

Today

SDTY

[…]in top 5

ACIO

in top 529.8%

SDTYStockACIO

not top 5AAPL7.8%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common[…]

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

SDTY vs ACIO Returns, Every Period

YieldMaxSDTY

+13.0%

past year

ACIOAptus

+6.7%

past year

SDTYACIOFaded: behind in that period

2–0SDTY wins

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

SDTY vs JEPI

YTD

YieldMaxSDTY

+9.9%

JEPIJ.P. Morgan

+7.5%

+9.9%Year to date+7.5%

−8.0%Worst drop · 1Y−6.7%

12.6%Volatility · 1Y9.0%

29.3%Yield7.9%

$39.5MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: SDTY, ACIO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ACIO0.79%$79

SDTY1.08%$108

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SDTY, ACIO, JEPI

29.29%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.29%$2,929

JEPI7.93%$793

ACIO0.39%$39

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

Income After Fees on $10,000

$2,821most kept, SDTY

SDTY$2,929 − $108 = $2,821

JEPI$793 − $35 = $758

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: SDTY, ACIO, JEPI

Today

38.6%most shared, ACIO and JEPI

SDTYACIOJEPI

SDTY—[…][…]

ACIO[…]—38.6%

JEPI[…]38.6%—

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

Return vs Bumpiness: 3 ETFs

+13.0%SDTY, at 12.6% volatility

JEPIWorst drop−6.7%9.0% vol

ACIOWorst drop−6.6%9.9% vol

SDTYWorst drop−8.0%12.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYJEPI

+9.9%Year to date+7.5%

29.3%Yield7.9%

+13.0%Past year+10.9%

1.08%Fee0.35%

3–1SDTY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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