ACIO vs YLDY

AACIO

BYLDY

Measures won0–2YLDY wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ACIO $15,425

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common54.8%ACIO and YLDY

ACIO

YLDY

Aptus Collared Income Opportunity ETF · $2.3BHorizon Funds - Horizon High Income ETF · $21M

+16.4%3 years · per year$15,774 · […][…]

+9.1%5 years · per year$15,425 · […][…]

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

0.39%12-mo yield$39 · $184 on $10k1.84%

−6.6%Worst dropSmaller wins[…]

9.6%VolatilityLower wins[…]

0–2YLDY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACIO · YLDY

7.6%NVDA6.8%

5.9%MSFT5.9%

2.4%AVGO2.4%

2.1%META2.1%

Held in common54.8%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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
3	BYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.84%	+1.7%	new	new	new	new	[…]	$21M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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
3	BYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.84%	+1.7%	new	new	new	new	[…]	$21M

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 YLDY

ACIO

Aptus Collared Income Opportunity

$15,425

YLDY

Horizon Funds - Horizon High Income

[…]

MeasureACIOYLDY

Fee0.79%0.70%

Cost on $10k a year$79$70

Yield0.39%1.84%

5 years, per year+9.1%[…]

3 years, per year+16.4%[…]

Worst drop · 1Y−6.6%[…]

Volatility · 1Y9.6%[…]

2–0measures won
YLDY first

54.8%

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, YLDY, SCHD

Today

54.8%most shared, ACIO and YLDY

ACIOYLDYSCHD

ACIO—54.8%8.6%

YLDY54.8%—12.0%

SCHD8.6%12.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

YLDY$184 − $70 = $114

ACIO$39 − $79 = −$40

KeptFee

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