CTIF vs XYLD

ACTIF

BXYLD

Measures won1–3XYLD wins · of 6 · 5Y

$10,000 · 5Y$14,358XYLD

Lowest cost0.45%CTIF · $45 on $10k

Most income10.20%XYLD · $1,020 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common10.6%CTIF and XYLD

CTIF

XYLD

EA Series Trust - Castellan Targeted Income ETF · $203MGlobal X - S&P 500 Covered Call ETF · $3.3B

[…]3 years · per year[…] · $15,175+14.9%

[…]5 years · per year[…] · $14,358+7.5%

0.45%Expense ratio$45 · $60 on $10k · lower wins0.60%

4.63%12-mo yield$463 · $1,020 on $10k10.20%

−9.5%Worst dropSmaller wins−5.3%

13.0%VolatilityLower wins7.1%

1–3XYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTIF · XYLD

5.3%MSFT6.0%

3.9%AVGO2.4%

4.4%GS0.4%

4.9%ADI0.3%

Held in common10.6%

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	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.20%	+1.3%	+11.6%	+15.6%	+14.9%	+7.5%	−5.3%	$3.3B
2	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

Both

5Y2 funds

#			Trend
1	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.20%	+1.3%	+11.6%	+15.6%	+14.9%	+7.5%	−5.3%	$3.3B
2	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 XYLD

CTIF

EA Series Trust - Castellan Targeted Income

[…]

XYLD

Global X - S&P 500 Covered Call

$14,358

MeasureCTIFXYLD

Fee0.45%0.60%

Cost on $10k a year$45$60

Yield4.63%10.20%

5 years, per year[…]+7.5%

3 years, per year[…]+14.9%

Worst drop · 1Y−9.5%−5.3%

Volatility · 1Y13.0%7.1%

3–1measures won
XYLD first

10.6%

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, XYLD

Today

10.6%most shared, CTIF and XYLD

CTIFXYLD

CTIF—10.6%

XYLD10.6%—

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

Income After Fees on $10,000

$960most kept, XYLD

XYLD$1,020 − $60 = $960

CTIF$463 − $45 = $418

KeptFee

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