CTIF vs ACIO

ACTIF

BACIO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,100ACIO · JEPI $14,429

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common11.1%CTIF and ACIO

EA Series Trust - Castellan Targeted Income ETF · $196MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,046+14.6%

[…]5 years · per year[…] · $15,100+8.6%

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

4.66%12-mo yield$466 · $39 on $10k0.39%

Cards for this view

CTIF

EA Series Trust - Castellan Targeted Income

[…]

ACIO

Aptus Collared Income Opportunity

$15,100

MeasureCTIFACIO

Fee0.45%0.79%

Cost on $10k a year$45$79

Yield4.66%0.39%

5 years, per year[…]+8.6%

3 years, per year[…]+14.6%

Worst drop · 1Y−9.5%−6.6%

Volatility · 1Y13.5%9.9%

#
1	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	−0.2%	+5.9%	+6.6%	+14.6%	+8.6%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$196M

#
1	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	−0.2%	+5.9%	+6.6%	+14.6%	+8.6%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$196M

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