ACIO vs YLDY

AACIO

BYLDY

Measures won0–2YLDY wins · of 6 · 5Y

$10,000 · 5Y$14,959ACIO · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common53.6%ACIO and YLDY

ACIO

YLDY

Aptus Collared Income Opportunity ETF · $2.3BHorizon Funds - Horizon High Income ETF · $20M

+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 · $191 on $10k1.91%

−6.6%Worst dropSmaller wins[…]

9.9%VolatilityLower wins[…]

0–2YLDY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · YLDY

6.2%MSFT6.3%

6.8%NVDA6.1%

2.2%AVGO2.1%

2.1%META2.1%

Held in common53.6%

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	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.91%	0.0%	new	new	new	new	[…]	$20M

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	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
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.91%	0.0%	new	new	new	new	[…]	$20M

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 YLDY

ACIO

Aptus Collared Income Opportunity

$14,959

YLDY

Horizon Funds - Horizon High Income

[…]

MeasureACIOYLDY

Fee0.79%0.70%

Cost on $10k a year$79$70

Yield0.40%1.91%

5 years, per year+8.4%[…]

3 years, per year+15.0%[…]

Worst drop · 1Y−6.6%[…]

Volatility · 1Y9.9%[…]

2–0measures won
YLDY first

53.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, YLDY, JEPI

Today

53.6%most shared, ACIO and YLDY

ACIOYLDYJEPI

ACIO—53.6%38.0%

YLDY53.6%—35.6%

JEPI38.0%35.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

YLDY$191 − $70 = $121

ACIO$40 − $79 = −$39

KeptFee

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