Compare · 3 funds side by side · dividends reinvested

SECA, ACIO and SCHD

SECAMain Management×ACIOAptus×SCHDSchwab×

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

02 / 04

SECA, 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%$120B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B1.9

Main Active Rotation ETFIncome · Covered calls0.69%0.00%[…][…][…][…][…][…]$419M2.5

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: SECA 2026 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Main Active Rotation ETF · $419M[…]

SECA

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$14,959

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

SECAMeasureACIO

[…]Year to dateJan 1 → Nov 6+4.7%

[…]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%

0.69%Expense ratio$69 · $79 a year on $10k · lower is better0.79%

0.00%Trailing 12-mo yield$0 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.9%

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

1–1Level

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

More Ways to See the Pairs

SECA vs ACIO: Top 5 Holdings

Today

SECA

29.6%in top 5

ACIO

in top 529.4%

SECAStockACIO

9.0%XLKnot top 5

not top 5AAPL7.8%

not top 5NVDA6.8%

not top 5MSFT6.2%

5.5%ORCLnot top 5

5.5%XLFnot top 5

5.1%XLVnot top 5

not top 5GOOG4.7%

4.4%VISnot top 5

not top 5AMZN4.0%

Held in common25.5%

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

SECA vs ACIO Returns, Every Period

Main ManagementSECA

[…]

past year

ACIOAptus

+4.4%

past year

Returns […]

SECAACIOFaded: behind in that period

0–0Level

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

SECA vs SCHD

YTD

Main ManagementSECA

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield3.0%

$419MAssets$120B

1–0SCHD wins

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

Cost, Income and Risk

Fees: SECA, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SECA0.69%$69

ACIO0.79%$79

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

Yields: SECA, ACIO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

ACIO0.40%$40

SECA0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

SECA$0 − $69 = −$69

KeptFee

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

Overlap: SECA, ACIO, SCHD

Today

25.5%most shared, SECA and ACIO

SECAACIOSCHD

SECA—25.5%2.8%

ACIO25.5%—8.6%

SCHD2.8%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

SCHDWorst drop−6.9%11.7% vol

SECAWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDACIO

+31.4%Year to date+4.7%

3.0%Yield0.4%

+37.0%Past year+4.4%

0.06%Fee0.79%

4–0SCHD 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