Compare · 3 funds side by side · dividends reinvested

ULTY, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

ULTY, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.6%+4.6%+15.3%+8.4%−6.6%9.9%$2.3B1.9

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%105.96%−6.2%−14.8%[…][…]−17.3%22.8%$576M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: ULTY 2024 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Option Income Strategy ETF · $576M[…]

ULTY

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$14,980

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

ULTYMeasureACIO

−6.2%Year to dateJan 1 → Nov 5+4.6%

−14.8%1 yearTotal return+4.6%

[…]3 years · per year$10,000 became […] · $15,333+15.3%

[…]5 years · per year$10,000 became […] · $14,980+8.4%

1.40%Expense ratio$140 · $79 a year on $10k · lower is better0.79%

105.96%Trailing 12-mo yield$10,596 · $40 a year on $10k0.40%

−17.3%Worst dropSmaller is better−6.6%

22.8%VolatilityLower is calmer9.9%

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

1–5ACIO wins

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

More Ways to See the Pairs

ULTY vs ACIO: Top 5 Holdings

Today

ULTY

25.0%in top 5

ACIO

in top 529.9%

ULTYStockACIO

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.7%ADInot top 5

5.0%GOOGLnot top 5

4.8%BABAnot top 5

4.7%MELInot top 5

4.7%SHOPnot top 5

not top 5GOOG4.6%

not top 5AMZN3.9%

Held in common11.3%

End-of-day Nov 5, 2026 · share of each fund

ULTY vs ACIO Returns, Every Period

YieldMaxULTY

−14.8%

past year

ACIOAptus

+4.6%

past year

ULTYACIOFaded: behind in that period

0–2ACIO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ULTY vs SCHD

YTD

YieldMaxULTY

−6.2%

SCHDSchwab

+32.3%

−6.2%Year to date+32.3%

−17.3%Worst drop · 1Y−6.9%

22.8%Volatility · 1Y11.7%

106.0%Yield3.0%

$576MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ULTY, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

ULTY1.40%$140

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ULTY, ACIO, SCHD

105.96%highest, ULTY

FundTrailing yieldYield$10k

ULTY105.96%$10,596

SCHD2.98%$298

ACIO0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,456most kept, ULTY

ULTY$10,596 − $140 = $10,456

SCHD$298 − $6 = $292

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ULTY, ACIO, SCHD

Today

11.3%most shared, ULTY and ACIO

ULTYACIOSCHD

ULTY—11.3%0.0%

ACIO11.3%—8.6%

SCHD0.0%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

ULTYWorst drop−17.3%22.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ULTYSCHD

−6.2%Year to date+32.3%

106.0%Yield3.0%

−14.8%Past year+38.7%

1.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026