ACIO vs STOX

AACIO

BSTOX

Measures won3–1ACIO wins · of 6 · 5Y

$10,000 · 5Y$14,959ACIO

Lowest cost0.70%STOX · $70 on $10k

Most income0.40%ACIO · $40 on $10k

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

Held in common48.4%ACIO and STOX

ACIO

STOX

Aptus Collared Income Opportunity ETF · $2.4BHorizon Funds - Horizon Core Equity ETF · $243M

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

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

0.79%Expense ratio$79 · $70 on $10k · lower wins0.70%

0.40%12-mo yield$40 · $18 on $10k0.18%

−6.6%Worst dropSmaller wins−9.3%

9.9%VolatilityLower wins13.7%

3–1ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · STOX

6.2%MSFT5.8%

6.8%NVDA5.7%

2.2%AVGO2.3%

2.1%META1.8%

Held in common48.4%

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

Both

5Y2 funds

#			Trend
1	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
2	BSTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.18%	+0.2%	+8.6%	+10.6%	new	new	−9.3%	$243M

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

Both

5Y2 funds

#			Trend
1	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
2	BSTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.18%	+0.2%	+8.6%	+10.6%	new	new	−9.3%	$243M

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 STOX

ACIO

Aptus Collared Income Opportunity

$14,959

STOX

Horizon Funds - Horizon Core Equity

[…]

MeasureACIOSTOX

Fee0.79%0.70%

Cost on $10k a year$79$70

Yield0.40%0.18%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%−9.3%

Volatility · 1Y9.9%13.7%

3–1measures won
ACIO first

48.4%

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, STOX

Today

48.4%most shared, ACIO and STOX

ACIOSTOX

ACIO—48.4%

STOX48.4%—

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

Income After Fees on $10,000

−$39most kept, ACIO

ACIO$40 − $79 = −$39

STOX$18 − $70 = −$52

KeptFee

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