CTIF vs ACIO

ACTIF

BACIO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income4.68%CTIF · $468 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 · $196MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,169+14.9%

[…]5 years · per year[…] · $15,189+8.7%

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

4.68%12-mo yield$468 · $39 on $10k0.39%

−9.5%Worst dropSmaller wins−6.6%

13.5%VolatilityLower wins9.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCTIF · ACIO

5.5%MSFT6.2%

3.5%AVGO2.2%

4.9%BLK1.2%

4.3%GS0.4%

Held in common10.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
4	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	+2.5%	+13.1%	+14.1%	new	new	−9.5%	$196M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
4	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	+2.5%	+13.1%	+14.1%	new	new	−9.5%	$196M

End-of-day Nov 9, 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

$15,189

MeasureCTIFACIO

Fee0.45%0.79%

Cost on $10k a year$45$79

Yield4.68%0.39%

5 years, per year[…]+8.7%

3 years, per year[…]+14.9%

Worst drop · 1Y−9.5%−6.6%

Volatility · 1Y13.5%9.9%

2–2measures won
level

10.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CTIF, ACIO, VIG, SCHD

Today

42.2%most shared, ACIO and VIG

CTIFACIOVIGSCHD

CTIF—10.9%14.6%11.6%

ACIO10.9%—42.2%8.5%

VIG14.6%42.2%—14.5%

SCHD11.6%8.5%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$423most kept, CTIF

CTIF$468 − $45 = $423

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee