DJIA vs ACIO

ADJIA

BACIO

Measures won3–2DJIA wins · of 6 · 5Y

$10,000 · 5Y$14,980ACIO

Lowest cost0.60%DJIA · $60 on $10k

Most income10.03%DJIA · $1,003 on $10k

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

Held in common29.9%DJIA and ACIO

DJIA

ACIO

Global X - Dow 30 Covered Call ETF · $214MAptus Collared Income Opportunity ETF · $2.3B

+12.1%3 years · per year$14,073 · $15,333+15.3%

[…]5 years · per year[…] · $14,980+8.4%

0.60%Expense ratio$60 · $79 on $10k · lower wins0.79%

10.03%12-mo yield$1,003 · $40 on $10k0.40%

−7.3%Worst dropSmaller wins−6.6%

8.4%VolatilityLower wins9.9%

3–2DJIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJIA · ACIO

6.3%MSFT6.2%

4.0%AAPL7.7%

3.0%AMZN3.9%

2.3%NVDA7.3%

Held in common29.9%

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%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk		0.60%	10.03%	−2.0%	+7.9%	+11.5%	+12.1%	new	−7.3%	$214M

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%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk		0.60%	10.03%	−2.0%	+7.9%	+11.5%	+12.1%	new	−7.3%	$214M

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

DJIA vs ACIO

DJIA

Global X - Dow 30 Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$14,980

MeasureDJIAACIO

Fee0.60%0.79%

Cost on $10k a year$60$79

Yield10.03%0.40%

5 years, per year[…]+8.4%

3 years, per year+12.1%+15.3%

Worst drop · 1Y−7.3%−6.6%

Volatility · 1Y8.4%9.9%

3–2measures won
DJIA first

29.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DJIA, ACIO

Today

29.9%most shared, DJIA and ACIO

DJIAACIO

DJIA—29.9%

ACIO29.9%—

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

Income After Fees on $10,000

$943most kept, DJIA

DJIA$1,003 − $60 = $943

ACIO$40 − $79 = −$39

KeptFee

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