ACIO vs SCHD

AACIO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 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 · $2.4BSchwab U.S. Dividend Equity ETF · $120B

+15.0%3 years · per year$15,213 · $17,266+20.0%

+8.4%5 years · per year$14,959 · $16,267+10.2%

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

0.40%12-mo yield$40 · $300 on $10k3.00%

−6.6%Worst dropSmaller wins−6.9%

9.9%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · SCHD

0.8%UNH3.9%

0.8%MO3.1%

0.7%CVX4.0%

0.6%PG4.5%

Held in common8.6%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B

End-of-day Nov 6, 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

$14,959

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureACIOSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.40%3.00%

5 years, per year+8.4%+10.2%

3 years, per year+15.0%+20.0%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y9.9%11.7%

4–2measures won
SCHD first

8.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ACIO, SCHD, VYM

Today

30.9%most shared, ACIO and VYM

ACIOSCHDVYM

ACIO—8.6%30.9%

SCHD8.6%—21.9%

VYM30.9%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee