ACIO vs VYM

AACIO

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · ACIO $15,425

Lowest cost0.04%VYM · $4 on $10k

Most income2.22%VYM · $222 on $10k

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

Held in common31.2%ACIO and VYM

ACIO

VYM

Aptus Collared Income Opportunity ETF · $2.3BVanguard High Dividend Yield ETF · $78.9B

+16.4%3 years · per year$15,774 · $17,970+21.6%

+9.1%5 years · per year$15,425 · $17,742+12.2%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

0.39%12-mo yield$39 · $222 on $10k2.22%

−6.6%Worst dropSmaller wins−6.7%

9.6%VolatilityLower wins10.1%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · VYM

2.4%AVGO6.9%

1.7%JPM3.8%

1.6%XOM2.8%

1.0%JNJ2.7%

Held in common31.2%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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 VYM

ACIO

Aptus Collared Income Opportunity

$15,425

VYM

Vanguard High Dividend Yield

$17,742

MeasureACIOVYM

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield0.39%2.22%

5 years, per year+9.1%+12.2%

3 years, per year+16.4%+21.6%

Worst drop · 1Y−6.6%−6.7%

Volatility · 1Y9.6%10.1%

4–2measures won
VYM first

31.2%

holdings shared

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

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

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

Overlap: ACIO, VYM

Today

31.2%most shared, ACIO and VYM

ACIOVYM

ACIO—31.2%

VYM31.2%—

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

ACIO$39 − $79 = −$40

KeptFee

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