ACIO vs SCLZ

AACIO

BSCLZ

Measures won2–1ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ACIO $14,959

Lowest cost0.06%SCHD · $6 on $10k

Most income8.62%SCLZ · $862 on $10k

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

Held in common57.5%ACIO and SCLZ

ACIO

SCLZ

Aptus Collared Income Opportunity ETF · $2.4BSwan Enhanced Dividend Income E · $19M

+15.0%3 years · per year$15,213 · […][…]

+8.4%5 years · per year$14,959 · […][…]

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

0.40%12-mo yield$40 · $862 on $10k8.62%

−6.6%Worst dropSmaller wins−7.0%

9.9%VolatilityLower wins11.5%

2–1ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · SCLZ

7.8%AAPL6.8%

6.2%MSFT7.5%

6.8%NVDA5.5%

4.0%AMZN3.7%

Held in common57.5%

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	SCHD	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
2	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
3	BSCLZ	Swan Enhanced Dividend Income ERead Desk	0.79%	8.62%	+0.9%	+5.4%	+6.7%	new	new	−7.0%	$19M

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	SCHD	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
2	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
3	BSCLZ	Swan Enhanced Dividend Income ERead Desk	0.79%	8.62%	+0.9%	+5.4%	+6.7%	new	new	−7.0%	$19M

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 SCLZ

ACIO

Aptus Collared Income Opportunity

$14,959

SCLZ

Swan Enhanced Dividend Income E

[…]

MeasureACIOSCLZ

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.40%8.62%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%−7.0%

Volatility · 1Y9.9%11.5%

2–1measures won
ACIO first

57.5%

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, SCLZ, SCHD

Today

57.5%most shared, ACIO and SCLZ

ACIOSCLZSCHD

ACIO—57.5%8.6%

SCLZ57.5%—7.1%

SCHD8.6%7.1%—

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

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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