Compare · 2 funds side by side · dividends reinvested

WEEI and ACIO

WEEIWestwood×ACIOAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,217ACIO · best of the two

02 / 04

WEEI and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−6.6%9.6%$2.3B1.4

Westwood Salient Enhanced Energy Income ETFIncome · Covered calls0.85%10.50%+33.0%+38.2%[…][…]−10.3%15.3%$116M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: WEEI 2024 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Salient Enhanced Energy Income ETF · $116M[…]

WEEI

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,217

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

WEEIMeasureACIO

+33.0%Year to dateJan 1 → Nov 3+6.4%

+38.2%1 yearTotal return+5.6%

[…]3 years · per year$10,000 became […] · $15,777+16.4%

[…]5 years · per year$10,000 became […] · $15,217+8.8%

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

10.50%Trailing 12-mo yield$1,050 · $39 a year on $10k0.39%

−10.3%Worst dropSmaller is better−6.6%

15.3%VolatilityLower is calmer9.6%

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

3–3Level

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

More Ways to See the Pairs

WEEI vs ACIO: Top 5 Holdings

Today

WEEI

58.0%in top 5

ACIO

in top 529.0%

WEEIStockACIO

24.8%XOMnot top 5

15.9%CVXnot top 5

not top 5AAPL7.5%

not top 5NVDA7.5%

6.8%COPnot top 5

not top 5MSFT5.8%

5.5%VLOnot top 5

5.0%PSXnot top 5

not top 5GOOG4.5%

not top 5AMZN3.7%

Held in common3.7%

End-of-day Nov 3, 2026 · share of each fund

WEEI vs ACIO Returns, Every Period

WestwoodWEEI

+38.2%

past year

ACIOAptus

+5.6%

past year

WEEIACIOFaded: behind in that period

2–0WEEI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WEEI vs ACIO

YTD

WestwoodWEEI

+33.0%

ACIOAptus

+6.4%

+33.0%Year to date+6.4%

−10.3%Worst drop · 1Y−6.6%

15.3%Volatility · 1Y9.6%

10.5%Yield0.4%

$116MAssets$2.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WEEI, ACIO

Today

0.79%lowest, ACIO

FundExpense ratioFee$10k

ACIO0.79%$79

WEEI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WEEI, ACIO

10.50%highest, WEEI

FundTrailing yieldYield$10k

WEEI10.50%$1,050

ACIO0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$965most kept, WEEI

WEEI$1,050 − $85 = $965

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WEEI, ACIO

Today

3.7%most shared, WEEI and ACIO

WEEIACIO

WEEI—3.7%

ACIO3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%WEEI, at 15.3% volatility

ACIOWorst drop−6.6%9.6% vol

WEEIWorst drop−10.3%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WEEIACIO

+33.0%Year to date+6.4%

10.5%Yield0.4%

+38.2%Past year+5.6%

0.85%Fee0.79%

3–1WEEI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026