CTIF vs ACIO

ACTIF

BACIO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · ACIO $14,959

Lowest cost0.04%VYM · $4 on $10k

Most income4.79%CTIF · $479 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 · $197MAptus Collared Income Opportunity ETF · $2.4B

[…]3 years · per year[…] · $15,213+15.0%

[…]5 years · per year[…] · $14,959+8.4%

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

4.79%12-mo yield$479 · $40 on $10k0.40%

−9.5%Worst dropSmaller wins−6.6%

13.3%VolatilityLower wins9.9%

2–2Level

$10,000 · 5 yearsAll three, 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 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.79%	−0.8%	+10.4%	+10.7%	new	new	−9.5%	$197M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.79%	−0.8%	+10.4%	+10.7%	new	new	−9.5%	$197M

End-of-day Nov 6, 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

$14,959

MeasureCTIFACIO

Fee0.45%0.79%

Cost on $10k a year$45$79

Yield4.79%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.0%

Worst drop · 1Y−9.5%−6.6%

Volatility · 1Y13.3%9.9%

2–2measures won
level

10.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CTIF, ACIO, VYM

Today

30.9%most shared, ACIO and VYM

CTIFACIOVYM

CTIF—10.9%9.3%

ACIO10.9%—30.9%

VYM9.3%30.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$434most kept, CTIF

CTIF$479 − $45 = $434

VYM$231 − $4 = $227

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee