Compare · 3 funds side by side · dividends reinvested

THOR, ACIO and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

THOR, ACIO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B1.9

Thornburg Premium Income Builder ETFIncome · Covered calls0.79%0.42%[…][…][…][…][…][…]$53M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: THOR 2026 · ACIO 2019 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Thornburg Premium Income Builder ETF · $53M[…]

THOR

ACIO

Aptus Collared Income Opportunity ETF · $2.4B$14,959

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

THORMeasureACIO

[…]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%

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

0.42%Trailing 12-mo yield$42 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.9%

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

1–0THOR wins

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

More Ways to See the Pairs

THOR vs ACIO: Top 5 Holdings

Today

THOR

16.5%in top 5

ACIO

in top 529.4%

THORStockACIO

not top 5AAPL7.8%

not top 5NVDA6.8%

not top 5MSFT6.2%

5.3%5176177not top 5

not top 5GOOG4.7%

not top 5AMZN4.0%

3.5%7144569not top 5

2.8%KMBnot top 5

2.5%7309681not top 5

2.4%3091357not top 5

Held in common5.6%

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

THOR vs ACIO Returns, Every Period

ThornburgTHOR

[…]

past year

ACIOAptus

+4.4%

past year

Returns […]

THORACIOFaded: behind in that period

0–0Level

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

THOR vs VYM

YTD

ThornburgTHOR

[…]

VYMVanguard

+12.8%

[…]Year to date+12.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

0.4%Yield2.3%

$52.5MAssets$78.9B

1–0VYM wins

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

Cost, Income and Risk

Fees: THOR, ACIO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

THOR0.79%$79

ACIO0.79%$79

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

Yields: THOR, ACIO, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

THOR0.42%$42

ACIO0.40%$40

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

THOR$42 − $79 = −$37

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: THOR, ACIO, VYM

Today

30.9%most shared, ACIO and VYM

THORACIOVYM

THOR—5.6%9.5%

ACIO5.6%—30.9%

VYM9.5%30.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

ACIOWorst drop−6.6%9.9% vol

VYMWorst drop−6.7%10.6% vol

THORWorst drop[…][…]

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

Paid More vs Made More

YTD

VYMACIO

+12.8%Year to date+4.7%

2.3%Yield0.4%

+16.5%Past year+4.4%

0.04%Fee0.79%

4–0VYM 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