ACIO vs CTIF

AACIO

BCTIF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,980ACIO

Lowest cost0.45%CTIF · $45 on $10k

Most income4.75%CTIF · $475 on $10k

Smallest drop−6.6%ACIO · worst fall in 1Y

Held in common11.2%ACIO and CTIF

ACIO

CTIF

Aptus Collared Income Opportunity ETF · $2.3BEA Series Trust - Castellan Targeted Income ETF · $203M

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

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

0.79%Expense ratio$79 · $45 on $10k · lower wins0.45%

0.40%12-mo yield$40 · $475 on $10k4.75%

−6.6%Worst dropSmaller wins−9.5%

9.9%VolatilityLower wins13.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · CTIF

6.2%MSFT5.5%

2.4%AVGO3.8%

1.3%BLK5.0%

0.4%GS4.4%

Held in common11.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk		0.45%	4.75%	−2.7%	+11.2%	+12.5%	new	new	−9.5%	$203M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk		0.45%	4.75%	−2.7%	+11.2%	+12.5%	new	new	−9.5%	$203M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs CTIF

ACIO

Aptus Collared Income Opportunity

$14,980

CTIF

EA Series Trust - Castellan Targeted Income

[…]

MeasureACIOCTIF

Fee0.79%0.45%

Cost on $10k a year$79$45

Yield0.40%4.75%

5 years, per year+8.4%[…]

3 years, per year+15.3%[…]

Worst drop · 1Y−6.6%−9.5%

Volatility · 1Y9.9%13.3%

2–2measures won
level

11.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACIO, CTIF

Today

11.2%most shared, ACIO and CTIF

ACIOCTIF

ACIO—11.2%

CTIF11.2%—

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

Income After Fees on $10,000

$430most kept, CTIF

CTIF$475 − $45 = $430

ACIO$40 − $79 = −$39

KeptFee

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