ACIO vs SCHD

AACIO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.6%ACIO and SCHD

ACIO

SCHD

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

+16.4%3 years · per year$15,774 · $17,908+21.4%

+9.1%5 years · per year$15,425 · $16,881+11.0%

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

0.39%12-mo yield$39 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

9.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · SCHD

0.8%UNH4.0%

0.7%MO3.0%

0.7%CVX4.2%

0.6%PG4.3%

Held in common8.6%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

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 SCHD

ACIO

Aptus Collared Income Opportunity

$15,425

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureACIOSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.39%2.91%

5 years, per year+9.1%+11.0%

3 years, per year+16.4%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y9.6%11.5%

4–2measures won
SCHD first

8.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

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

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, SCHD, VIG

Today

42.6%most shared, ACIO and VIG

ACIOSCHDVIG

ACIO—8.6%42.6%

SCHD8.6%—14.5%

VIG42.6%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

ACIO$39 − $79 = −$40

KeptFee

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