ACIO vs GLDI

AACIO

BGLDI

Measures won2–4GLDI wins · of 6 · 5Y

$10,000 · 5Y$16,983GLDI · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income27.98%GLDI · $2,798 on $10k

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

Held in common[…]ACIO and GLDI

ACIO

GLDI

Aptus Collared Income Opportunity ETF · $2.3BUBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176M

+15.0%3 years · per year$15,213 · $16,192+17.4%

+8.4%5 years · per year$14,959 · $16,983+11.2%

0.79%Expense ratio$79 · $65 on $10k · lower wins0.65%

0.40%12-mo yield$40 · $2,798 on $10k27.98%

−6.6%Worst dropSmaller wins−16.0%

9.9%VolatilityLower wins18.6%

2–4GLDI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACIO · GLDI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs GLDI

ACIO

Aptus Collared Income Opportunity

$14,959

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,983

MeasureACIOGLDI

Fee0.79%0.65%

Cost on $10k a year$79$65

Yield0.40%27.98%

5 years, per year+8.4%+11.2%

3 years, per year+15.0%+17.4%

Worst drop · 1Y−6.6%−16.0%

Volatility · 1Y9.9%18.6%

4–2measures won
GLDI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

Overlap: ACIO, GLDI, VIG, SCHD

Today

42.3%most shared, ACIO and VIG

ACIOGLDIVIGSCHD

ACIO—[…]42.3%8.6%

GLDI[…]—[…][…]

VIG42.3%[…]—14.5%

SCHD8.6%[…]14.5%—

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

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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