ACIO vs QQQ

AACIO

BQQQ

Measures won2–4QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · ACIO $15,189

Lowest cost0.18%QQQ · $18 on $10k

Most income0.46%QQQ · $46 on $10k

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

Held in common51.3%ACIO and QQQ

ACIO

QQQ

Aptus Collared Income Opportunity ETF · $2.3BInvesco QQQ Trust, Series 1 · $446B

+14.9%3 years · per year$15,169 · $19,011+23.9%

+8.7%5 years · per year$15,189 · $18,068+12.6%

0.79%Expense ratio$79 · $18 on $10k · lower wins0.18%

0.39%12-mo yield$39 · $46 on $10k0.46%

−6.6%Worst dropSmaller wins−14.8%

9.9%VolatilityLower wins21.5%

2–4QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · QQQ

7.8%AAPL8.5%

7.1%NVDA7.7%

6.2%MSFT6.7%

4.0%AMZN4.8%

Held in common51.3%

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

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	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

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	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 QQQ

ACIO

Aptus Collared Income Opportunity

$15,189

QQQ

Invesco QQQ Trust

$18,068

MeasureACIOQQQ

Fee0.79%0.18%

Cost on $10k a year$79$18

Yield0.39%0.46%

5 years, per year+8.7%+12.6%

3 years, per year+14.9%+23.9%

Worst drop · 1Y−6.6%−14.8%

Volatility · 1Y9.9%21.5%

4–2measures won
QQQ first

51.3%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

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

Overlap: ACIO, QQQ

Today

51.3%most shared, ACIO and QQQ

ACIOQQQ

ACIO—51.3%

QQQ51.3%—

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

Income After Fees on $10,000

$28most kept, QQQ

QQQ$46 − $18 = $28

ACIO$39 − $79 = −$40

KeptFee

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