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$14,959ACIO · 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%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B1.1

Tortoise Electrification Infrastructure ETFIncome · Covered calls0.85%3.79%−0.5%−2.8%[…][…]−12.6%16.4%$107M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TPZ 2024 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Electrification Infrastructure ETF · $107M[…]

TPZ

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$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 ACIO

YTD

TortoiseTPZ

−0.5%

ACIOAptus

+4.7%

−0.5%Year to date+4.7%

−12.6%Worst drop · 1Y−6.6%

16.4%Volatility · 1Y9.9%

3.8%Yield0.4%

$107MAssets$2.3B

3–1ACIO wins

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

Yields: TPZ, ACIO

3.79%highest, TPZ

FundTrailing yieldYield$10k

TPZ3.79%$379

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

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: TPZ, ACIO

Today

0.8%most shared, TPZ and ACIO

TPZACIO

TPZ—0.8%

ACIO0.8%—

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

Return vs Bumpiness: 2 ETFs

+4.4%ACIO, at 9.9% volatility

ACIOWorst drop−6.6%9.9% 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

TPZACIO

−0.5%Year to date+4.7%

3.8%Yield0.4%

−2.8%Past year+4.4%

0.85%Fee0.79%

3–1ACIO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026