Compare · 3 funds side by side · dividends reinvested

SDTY, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

SDTY, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B2.1

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.08%+12.2%+13.8%[…][…]−8.0%11.8%$41M2.3

Rank among the three1st → 3rdFee, 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: SDTY 2025 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

SDTY

ACIO

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

$10,000 five years ago, dividends reinvested

SDTYMeasureACIO

+12.2%Year to dateJan 1 → Nov 4+7.2%

+13.8%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%

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

29.08%Trailing 12-mo yield$2,908 · $39 a year on $10k0.39%

−8.0%Worst dropSmaller is better−6.6%

11.8%VolatilityLower is calmer9.6%

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

3–3Level

End-of-day Nov 4, 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 529.2%

SDTYStockACIO

not top 5NVDA7.6%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5GOOG4.5%

not top 5AMZN3.7%

Held in common[…]

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

SDTY vs ACIO Returns, Every Period

YieldMaxSDTY

+13.8%

past year

ACIOAptus

+6.3%

past year

SDTYACIOFaded: behind in that period

2–0SDTY wins

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

SDTY vs SCHD

YTD

YieldMaxSDTY

+12.2%

SCHDSchwab

+35.3%

+12.2%Year to date+35.3%

−8.0%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y11.5%

29.1%Yield2.9%

$40.5MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SDTY, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

SDTY1.08%$108

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

Yields: SDTY, ACIO, SCHD

29.08%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.08%$2,908

SCHD2.91%$291

ACIO0.39%$39

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

Income After Fees on $10,000

$2,800most kept, SDTY

SDTY$2,908 − $108 = $2,800

SCHD$291 − $6 = $285

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: SDTY, ACIO, SCHD

Today

8.6%most shared, ACIO and SCHD

SDTYACIOSCHD

SDTY—[…][…]

ACIO[…]—8.6%

SCHD[…]8.6%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

ACIOWorst drop−6.6%9.6% vol

SCHDWorst drop−6.9%11.5% vol

SDTYWorst drop−8.0%11.8% vol

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

Paid More vs Made More

YTD

SDTYSCHD

+12.2%Year to date+35.3%

29.1%Yield2.9%

+13.8%Past year+41.6%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026