Compare · 3 funds side by side · dividends reinvested

STOX, ACIO and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

STOX, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.2%+5.2%+14.5%+8.4%−6.6%9.9%$2.3B2.1

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+12.1%+12.7%[…][…]−9.3%13.8%$245M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: STOX 2025 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Aptus Collared Income Opportunity ETF · $2.3B$14,995

ACIO

STOX

Horizon Funds - Horizon Core Equity ETF · $245M[…]

$10,000 five years ago, dividends reinvested · they hold 48.2% in common

ACIO

More Ways to See the Pairs

ACIO vs STOX: Top 5 Holdings

Today

ACIO

29.1%in top 5

STOX

in top 524.3%

ACIOStockSTOX

8.0%AAPLnot top 5

not top 5MAGS6.4%

6.2%NVDA5.0%

6.0%MSFT5.5%

4.9%GOOG

Cost, Income and Risk

Fees: STOX, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

STOX0.70%$70

ACIO0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: STOX, ACIO, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

STOX

+6.2%Year to dateJan 1 → Nov 13+12.1%

+5.2%1 yearTotal return+12.7%

+14.5%3 years · per year$10,000 became $15,029 · […][…]

+8.4%5 years · per year$10,000 became $14,995 · […][…]

0.79%Expense ratio$79 · $70 a year on $10k · lower is better0.70%

0.39%Trailing 12-mo yield$39 · $17 a year on $10k0.17%

−6.6%Worst dropSmaller is better−9.3%

9.9%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOGL4.6%

4.0%AMZNnot top 5

not top 5AVGO2.7%

Held in common48.2%

End-of-day Nov 13, 2026 · share of each fund

ACIO vs STOX Returns, Every Period

1Y

AptusACIO

+5.2%

past year

STOXHorizon Funds

+12.7%

past year

ACIOSTOXFaded: behind in that period

0–2STOX wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ACIO vs SCHD

YTD

AptusACIO

+6.2%

SCHDSchwab

+34.9%

+6.2%Year to date+34.9%

−6.6%Worst drop · 1Y−6.9%

9.9%Volatility · 1Y11.7%

0.4%Yield2.9%

$2.3BAssets$124B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

ACIO0.39%$39

STOX0.17%$17

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

ACIO$39 − $79 = −$40

STOX$17 − $70 = −$53

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: STOX, ACIO, SCHD

Today

48.2%most shared, STOX and ACIO

STOXACIOSCHD

STOX—48.2%8.0%

ACIO48.2%—8.6%

SCHD8.0%8.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

STOXWorst drop−9.3%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSTOX

+34.9%Year to date+12.1%

2.9%Yield0.2%

+37.5%Past year+12.7%

0.06%Fee0.70%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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STOX, ACIO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three