ACIO vs THOR

AACIO

BTHOR

Measures won0–1THOR wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · ACIO $14,959

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common5.6%ACIO and THOR

ACIO

THOR

Aptus Collared Income Opportunity ETF · $2.4BThornburg Premium Income Builder ETF · $53M

+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 · $42 on $10k0.42%

−6.6%Worst dropSmaller wins[…]

9.9%VolatilityLower wins[…]

0–1THOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · THOR

2.2%AVGO2.3%

1.0%ABBV1.3%

0.8%C1.1%

0.6%MRK1.8%

Held in common5.6%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BTHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.42%	−0.9%	new	new	new	new	[…]	$53M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BTHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.42%	−0.9%	new	new	new	new	[…]	$53M

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 THOR

ACIO

Aptus Collared Income Opportunity

$14,959

THOR

Thornburg Premium Income Builder

[…]

MeasureACIOTHOR

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.40%0.42%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%[…]

Volatility · 1Y9.9%[…]

0–0measures won
level

5.6%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: ACIO, THOR, VIG

Today

42.3%most shared, ACIO and VIG

ACIOTHORVIG

ACIO—5.6%42.3%

THOR5.6%—7.7%

VIG42.3%7.7%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

THOR$42 − $79 = −$37

ACIO$40 − $79 = −$39

KeptFee

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