Compare · 3 funds side by side · dividends reinvested

TPZ, ACIO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

TPZ, ACIO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

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

Tortoise Electrification Infrastructure ETFIncome · Covered calls0.85%3.79%−0.5%−2.8%[…][…]−12.6%16.4%$107M2.7

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: TPZ 2024 · ACIO 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Electrification Infrastructure ETF · $107M[…]

TPZ

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

TPZMeasureACIO

−0.5%Year to dateJan 1 → Nov 6+4.7%

−2.8%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%

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

3.79%Trailing 12-mo yield$379 · $40 a year on $10k0.40%

−12.6%Worst dropSmaller is better−6.6%

16.4%VolatilityLower is calmer9.9%

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

1–5ACIO wins

End-of-day Nov 6, 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

37.9%in top 5

ACIO

in top 529.4%

TPZStockACIO

8.8%TRGPnot top 5

8.2%LNGnot top 5

not top 5AAPL7.8%

7.6%ETnot top 5

6.9%ETRnot top 5

not top 5NVDA6.8%

6.3%WMBnot top 5

not top 5MSFT6.2%

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common0.8%

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

TPZ vs ACIO Returns, Every Period

TortoiseTPZ

−2.8%

past year

ACIOAptus

+4.4%

past year

TPZACIOFaded: behind in that period

0–2ACIO wins

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

TPZ vs VIG

YTD

TortoiseTPZ

−0.5%

VIGVanguard

+12.1%

−0.5%Year to date+12.1%

−12.6%Worst drop · 1Y−7.9%

16.4%Volatility · 1Y10.8%

3.8%Yield1.5%

$107MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: TPZ, ACIO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ACIO0.79%$79

TPZ0.85%$85

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

Yields: TPZ, ACIO, VIG

3.79%highest, TPZ

FundTrailing yieldYield$10k

TPZ3.79%$379

VIG1.50%$150

ACIO0.40%$40

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

Income After Fees on $10,000

$294most kept, TPZ

TPZ$379 − $85 = $294

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: TPZ, ACIO, VIG

Today

42.3%most shared, ACIO and VIG

TPZACIOVIG

TPZ—0.8%1.7%

ACIO0.8%—42.3%

VIG1.7%42.3%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%10.8% vol

TPZWorst drop−12.6%16.4% vol

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

Paid More vs Made More

YTD

TPZVIG

−0.5%Year to date+12.1%

3.8%Yield1.5%

−2.8%Past year+14.3%

0.85%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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