CTEF vs ACIO

ACTEF

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.45%CTEF · $45 on $10k

Most income0.39%ACIO · $39 on $10k

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

Held in common10.1%CTEF and ACIO

CTEF

ACIO

EA Series Trust - Castellan Targeted Equity ETF · $614MAptus Collared Income Opportunity ETF · $2.3B

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

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

0.45%Expense ratio$45 · $79 on $10k · lower wins0.79%

0.06%12-mo yield$6 · $39 on $10k0.39%

−15.0%Worst dropSmaller wins−6.6%

24.0%VolatilityLower wins9.6%

1–3ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTEF · ACIO

4.4%NVDA7.6%

3.0%MSFT5.9%

4.1%MU1.5%

4.0%LRCX0.6%

Held in common10.1%

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	BACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk		0.45%	0.06%	+0.7%	+22.6%	+23.1%	new	new	−15.0%	$614M

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	BACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk		0.45%	0.06%	+0.7%	+22.6%	+23.1%	new	new	−15.0%	$614M

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

CTEF vs ACIO

CTEF

EA Series Trust - Castellan Targeted Equity

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureCTEFACIO

Fee0.45%0.79%

Cost on $10k a year$45$79

Yield0.06%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y−15.0%−6.6%

Volatility · 1Y24.0%9.6%

3–1measures won
ACIO first

10.1%

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: CTEF, ACIO

Today

10.1%most shared, CTEF and ACIO

CTEFACIO

CTEF—10.1%

ACIO10.1%—

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

Income After Fees on $10,000

−$39most kept, CTEF

CTEF$6 − $45 = −$39

ACIO$39 − $79 = −$40

KeptFee

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