CVRD vs ACIO

ACVRD

BACIO

Measures won3–2CVRD wins · of 6 · 5Y

$10,000 · 5Y$14,980ACIO

Lowest cost0.79%ACIO · $79 on $10k

Most income7.37%CVRD · $737 on $10k

Smallest drop−5.7%CVRD · worst fall in 1Y

Held in common16.5%CVRD and ACIO

CVRD

ACIO

Madison Covered Call ETF · $31MAptus Collared Income Opportunity ETF · $2.3B

+9.6%3 years · per year$13,168 · $15,774+16.4%

[…]5 years · per year[…] · $15,425+9.1%

0.90%Expense ratio$90 · $79 on $10k · lower wins0.79%

7.37%12-mo yield$737 · $39 on $10k0.39%

−5.7%Worst dropSmaller wins−6.6%

9.2%VolatilityLower wins9.6%

3–2CVRD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRD · ACIO

4.5%AMZN3.9%

3.1%AVGO2.4%

4.7%V2.2%

1.8%GOOG4.6%

Held in common16.5%

End-of-day Nov 5, 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	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
2	ACVRD	Madison Covered Call ETFRead Desk		0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

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

Both

5Y2 funds

#			Trend
1	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
2	ACVRD	Madison Covered Call ETFRead Desk		0.90%	7.37%	+1.1%	+8.8%	+12.1%	+9.6%	new	−5.7%	$31M

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

Cards for this view

CVRD vs ACIO

CVRD

Madison Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureCVRDACIO

Fee0.90%0.79%

Cost on $10k a year$90$79

Yield7.37%0.39%

5 years, per year[…]+9.1%

3 years, per year+9.6%+16.4%

Worst drop · 1Y−5.7%−6.6%

Volatility · 1Y9.2%9.6%

3–2measures won
CVRD first

16.5%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: CVRD, ACIO

Today

16.5%most shared, CVRD and ACIO

CVRDACIO

CVRD—16.5%

ACIO16.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$647most kept, CVRD

CVRD$737 − $90 = $647

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee