Compare · 2 funds side by side · dividends reinvested

TPZ and ACIO

TPZTortoise×ACIOAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425ACIO · best of the two

02 / 04

TPZ and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.1

Tortoise Electrification Infrastructure ETFIncome · Covered calls0.85%3.71%+1.4%−0.6%[…][…]−11.5%16.3%$113M1.8

Rank among the two1st → 2ndFee, 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: TPZ 2024 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Electrification Infrastructure ETF · $113M[…]

TPZ

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

TPZMeasureACIO

+1.4%Year to dateJan 1 → Nov 4+7.2%

−0.6%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%

0.85%Expense ratio$85 · $79 a year on $10k · lower is better0.79%

3.71%Trailing 12-mo yield$371 · $39 a year on $10k0.39%

−11.5%Worst dropSmaller is better−6.6%

16.3%VolatilityLower is calmer9.6%

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

1–5ACIO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TPZ vs ACIO: Top 5 Holdings

Today

TPZ

38.0%in top 5

ACIO

in top 529.2%

TPZStockACIO

9.0%TRGPnot top 5

8.5%LNGnot top 5

not top 5NVDA7.6%

7.6%ETnot top 5

not top 5AAPL7.4%

6.6%WMBnot top 5

6.3%ETRnot top 5

not top 5MSFT5.9%

not top 5GOOG4.5%

not top 5AMZN3.7%

Held in common0.9%

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

TPZ vs ACIO Returns, Every Period

TortoiseTPZ

−0.6%

past year

ACIOAptus

+6.3%

past year

TPZACIOFaded: behind in that period

0–2ACIO wins

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

TPZ vs ACIO

YTD

TortoiseTPZ

+1.4%

ACIOAptus

+7.2%

+1.4%Year to date+7.2%

−11.5%Worst drop · 1Y−6.6%

16.3%Volatility · 1Y9.6%

3.7%Yield0.4%

$113MAssets$2.3B

3–1ACIO wins

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

Cost, Income and Risk

Fees: TPZ, ACIO

Today

0.79%lowest, ACIO

FundExpense ratioFee$10k

ACIO0.79%$79

TPZ0.85%$85

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

Yields: TPZ, ACIO

3.71%highest, TPZ

FundTrailing yieldYield$10k

TPZ3.71%$371

ACIO0.39%$39

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

Income After Fees on $10,000

$286most kept, TPZ

TPZ$371 − $85 = $286

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: TPZ, ACIO

Today

0.9%most shared, TPZ and ACIO

TPZACIO

TPZ—0.9%

ACIO0.9%—

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

Return vs Bumpiness: 2 ETFs

+6.3%ACIO, at 9.6% volatility

ACIOWorst drop−6.6%9.6% vol

TPZWorst drop−11.5%16.3% vol

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

Paid More vs Made More

YTD

TPZACIO

+1.4%Year to date+7.2%

3.7%Yield0.4%

−0.6%Past year+6.3%

0.85%Fee0.79%

3–1ACIO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026