ACIO vs SDTY

AACIO

BSDTY

Measures won3–1ACIO wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income29.63%SDTY · $2,963 on $10k

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

Held in common[…]ACIO and SDTY

ACIO

SDTY

Aptus Collared Income Opportunity ETF · $2.3BYieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M

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

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

0.79%Expense ratio$79 · $108 on $10k · lower wins1.08%

0.40%12-mo yield$40 · $2,963 on $10k29.63%

−6.6%Worst dropSmaller wins−8.0%

9.9%VolatilityLower wins12.6%

3–1ACIO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACIO · SDTY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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 Four

5Y4 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%	$119.9B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
3	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.63%	+0.7%	+8.6%	+10.8%	new	new	−8.0%	$39M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

All Four

5Y4 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%	$119.9B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
3	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.63%	+0.7%	+8.6%	+10.8%	new	new	−8.0%	$39M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 SDTY

ACIO

Aptus Collared Income Opportunity

$14,959

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

MeasureACIOSDTY

Fee0.79%1.08%

Cost on $10k a year$79$108

Yield0.40%29.63%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%−8.0%

Volatility · 1Y9.9%12.6%

3–1measures won
ACIO first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ACIO, SDTY, JEPQ, SCHD

Today

53.3%most shared, ACIO and JEPQ

ACIOSDTYJEPQSCHD

ACIO—[…]53.3%8.6%

SDTY[…]—[…][…]

JEPQ53.3%[…]—3.8%

SCHD8.6%[…]3.8%—

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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