Compare · 4 funds side by side · dividends reinvested

YLDY, ACIO, SCHD and VIG

YLDYHorizon Funds×ACIOAptus×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

YLDY, ACIO, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.91%[…][…][…][…][…][…]$21M2.5

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.8

Rank among the four1st → 4thFee, 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: YLDY 2026 · ACIO 2019 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $21M[…]

YLDY

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 53.6% in common

YLDYMeasureACIO

[…]Year to dateJan 1 → Nov 6+4.7%

[…]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%

0.70%Expense ratio$70 · $79 a year on $10k · lower is better0.79%

1.91%Trailing 12-mo yield$191 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.9%

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

2–0YLDY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YLDY vs ACIO: Top 5 Holdings

Today

YLDY

21.0%in top 5

ACIO

in top 529.4%

YLDYStockACIO

not top 5AAPL7.8%

6.1%NVDA6.8%

6.3%MSFT6.2%

not top 5GOOG4.7%

4.4%GOOGLnot top 5

not top 5AMZN4.0%

2.1%AVGOnot top 5

2.1%JPMnot top 5

Held in common53.6%

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

YLDY vs ACIO Returns, Every Period

Horizon FundsYLDY

[…]

past year

ACIOAptus

+4.4%

past year

Returns […]

YLDYACIOFaded: behind in that period

0–0Level

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

YLDY vs SCHD

YTD

Horizon FundsYLDY

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

1.9%Yield3.0%

$21.2MAssets$120B

1–0SCHD wins

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

Cost, Income and Risk

Fees: YLDY, ACIO, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

YLDY0.70%$70

ACIO0.79%$79

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

Yields: YLDY, ACIO, SCHD, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

YLDY1.91%$191

VIG1.50%$150

ACIO0.40%$40

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

YLDY$191 − $70 = $121

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: YLDY, ACIO, SCHD, VIG

Today

53.6%most shared, YLDY and ACIO

YLDYACIOSCHDVIG

YLDY—53.6%12.2%41.0%

ACIO53.6%—8.6%42.3%

SCHD12.2%8.6%—14.5%

VIG41.0%42.3%14.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

YLDYWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026