ACIO vs SCHD

AACIO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · ACIO $15,227

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common8.6%ACIO and SCHD

Aptus Collared Income Opportunity ETF · $2.3BSchwab U.S. Dividend Equity ETF · $123B

+15.0%3 years · per year$15,193 · $17,234+19.9%

+8.8%5 years · per year$15,227 · $16,418+10.4%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $293 on $10k

Cards for this view

ACIO

Aptus Collared Income Opportunity

$15,227

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B

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