ACIO vs ULTY

AACIO

BULTY

Measures won3–1ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · ACIO $14,959

Lowest cost0.04%VIG · $4 on $10k

Most income104.52%ULTY · $10,452 on $10k

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

Held in common10.8%ACIO and ULTY

ACIO

ULTY

Aptus Collared Income Opportunity ETF · $2.3BYieldMax Ultra Option Income Strategy ETF · $540M

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

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

0.79%Expense ratio$79 · $140 on $10k · lower wins1.40%

0.40%12-mo yield$40 · $10,452 on $10k104.52%

−6.6%Worst dropSmaller wins−17.3%

9.9%VolatilityLower wins22.8%

3–1ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · ULTY

4.0%AMZN3.0%

6.8%NVDA2.6%

2.1%META2.3%

1.1%AMD3.5%

Held in common10.8%

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%	$2.3B
3	BULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	104.52%	+1.4%	−4.9%	−14.3%	new	new	−17.3%	$540M

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%	$2.3B
3	BULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	104.52%	+1.4%	−4.9%	−14.3%	new	new	−17.3%	$540M

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 ULTY

ACIO

Aptus Collared Income Opportunity

$14,959

ULTY

YieldMax Ultra Option Income Strategy

[…]

MeasureACIOULTY

Fee0.79%1.40%

Cost on $10k a year$79$140

Yield0.40%104.52%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%−17.3%

Volatility · 1Y9.9%22.8%

3–1measures won
ACIO first

10.8%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ACIO, ULTY, VIG

Today

42.3%most shared, ACIO and VIG

ACIOULTYVIG

ACIO—10.8%42.3%

ULTY10.8%—2.9%

VIG42.3%2.9%—

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

Income After Fees on $10,000

$10,312most kept, ULTY

ULTY$10,452 − $140 = $10,312

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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