ACIO vs SPYM

AACIO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · ACIO $15,425

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common75.1%ACIO and SPYM

ACIO

SPYM

Aptus Collared Income Opportunity ETF · $2.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+16.4%3 years · per year$15,774 · $19,186+24.3%

+9.1%5 years · per year$15,425 · $18,126+12.6%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

0.39%12-mo yield$39 · $101 on $10k1.01%

−6.6%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · SPYM

7.6%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.7%AMZN3.8%

Held in common75.1%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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 SPYM

ACIO

Aptus Collared Income Opportunity

$15,425

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureACIOSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield0.39%1.01%

5 years, per year+9.1%+12.6%

3 years, per year+16.4%+24.3%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.6%12.8%

4–2measures won
SPYM first

75.1%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: ACIO, SPYM

Today

75.1%most shared, ACIO and SPYM

ACIOSPYM

ACIO—75.1%

SPYM75.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ACIO$39 − $79 = −$40

KeptFee

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