CTIF vs ACIO

ACTIF

BACIO

Measures won2–2level · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income4.63%CTIF · $463 on $10k

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

Held in common10.9%CTIF and ACIO

CTIF

ACIO

EA Series Trust - Castellan Targeted Income ETF · $203MAptus 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%

4.63%12-mo yield$463 · $39 on $10k0.39%

−9.5%Worst dropSmaller wins−6.6%

13.0%VolatilityLower wins9.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTIF · ACIO

5.3%MSFT5.9%

3.9%AVGO2.4%

4.8%BLK1.2%

4.4%GS0.4%

Held in common10.9%

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	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
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.63%	+2.1%	+14.3%	+14.8%	new	new	−9.5%	$203M

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	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
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.63%	+2.1%	+14.3%	+14.8%	new	new	−9.5%	$203M

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

CTIF vs ACIO

CTIF

EA Series Trust - Castellan Targeted Income

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureCTIFACIO

Fee0.45%0.79%

Cost on $10k a year$45$79

Yield4.63%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y−9.5%−6.6%

Volatility · 1Y13.0%9.6%

2–2measures won
level

10.9%

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: CTIF, ACIO, SCHD

Today

11.3%most shared, CTIF and SCHD

CTIFACIOSCHD

CTIF—10.9%11.3%

ACIO10.9%—8.6%

SCHD11.3%8.6%—

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

Income After Fees on $10,000

$418most kept, CTIF

CTIF$463 − $45 = $418

SCHD$291 − $6 = $285

ACIO$39 − $79 = −$40

KeptFee

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