ACIO vs JEPI

AACIO

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,425ACIO · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common38.5%ACIO and JEPI

ACIO

JEPI

Aptus Collared Income Opportunity ETF · $2.3BJPMorgan Equity Premium Income ETF · $46.1B

+16.4%3 years · per year$15,774 · $14,269+12.6%

+9.1%5 years · per year$15,425 · $14,635+7.9%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.39%12-mo yield$39 · $783 on $10k7.83%

−6.6%Worst dropSmaller wins−6.7%

9.6%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · JEPI

5.9%MSFT1.9%

2.2%V1.9%

7.4%AAPL1.9%

3.7%AMZN1.8%

Held in common38.5%

End-of-day Nov 4, 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%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 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%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs JEPI

ACIO

Aptus Collared Income Opportunity

$15,425

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureACIOJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.39%7.83%

5 years, per year+9.1%+7.9%

3 years, per year+16.4%+12.6%

Worst drop · 1Y−6.6%−6.7%

Volatility · 1Y9.6%8.1%

3–3measures won
level

38.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ACIO, JEPI

Today

38.5%most shared, ACIO and JEPI

ACIOJEPI

ACIO—38.5%

JEPI38.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee