ACIO vs JEPQ

AACIO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common53.3%ACIO and JEPQ

ACIO

JEPQ

Aptus Collared Income Opportunity ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+16.4%3 years · per year$15,774 · $17,406+20.3%

+9.1%5 years · per year$15,425 · […][…]

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

0.39%12-mo yield$39 · $1,217 on $10k12.17%

−6.6%Worst dropSmaller wins−8.8%

9.6%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · JEPQ

7.6%NVDA7.1%

7.4%AAPL6.8%

5.9%MSFT5.6%

4.5%GOOG4.1%

Held in common53.3%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

ACIO

Aptus Collared Income Opportunity

$15,425

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACIOJEPQ

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.39%12.17%

5 years, per year+9.1%[…]

3 years, per year+16.4%+20.3%

Worst drop · 1Y−6.6%−8.8%

Volatility · 1Y9.6%15.5%

3–2measures won
JEPQ first

53.3%

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, JEPQ

Today

53.3%most shared, ACIO and JEPQ

ACIOJEPQ

ACIO—53.3%

JEPQ53.3%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ACIO$39 − $79 = −$40

KeptFee

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