ACIO vs DGRO

AACIO

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common41.3%ACIO and DGRO

ACIO

DGRO

Aptus Collared Income Opportunity ETF · $2.3BiShares Core Dividend Growth ETF · $45.5B

+14.9%3 years · per year$15,169 · $17,571+20.7%

+8.7%5 years · per year$15,189 · $17,131+11.4%

0.79%Expense ratio$79 · $8 on $10k · lower wins0.08%

0.39%12-mo yield$39 · $184 on $10k1.84%

−6.6%Worst dropSmaller wins−6.5%

9.9%VolatilityLower wins10.3%

1–5DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · DGRO

6.2%MSFT3.1%

7.8%AAPL3.1%

2.2%AVGO2.2%

1.7%JPM2.7%

Held in common41.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs DGRO

ACIO

Aptus Collared Income Opportunity

$15,189

DGRO

iShares Core Dividend Growth

$17,131

MeasureACIODGRO

Fee0.79%0.08%

Cost on $10k a year$79$8

Yield0.39%1.84%

5 years, per year+8.7%+11.4%

3 years, per year+14.9%+20.7%

Worst drop · 1Y−6.6%−6.5%

Volatility · 1Y9.9%10.3%

5–1measures won
DGRO first

41.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACIO, DGRO, SCHD

Today

41.3%most shared, ACIO and DGRO

ACIODGROSCHD

ACIO—41.3%8.5%

DGRO41.3%—21.3%

SCHD8.5%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee