DJIA vs ACIO

ADJIA

BACIO

Measures won3–2DJIA wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · ACIO $15,189

Lowest cost0.06%SCHD · $6 on $10k

Most income9.88%DJIA · $988 on $10k

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

Held in common29.5%DJIA and ACIO

DJIA

ACIO

Global X - Dow 30 Covered Call ETF · $204MAptus Collared Income Opportunity ETF · $2.3B

+12.3%3 years · per year$14,175 · $15,169+14.9%

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

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

9.88%12-mo yield$988 · $39 on $10k0.39%

−7.3%Worst dropSmaller wins−6.6%

8.5%VolatilityLower wins9.9%

3–2DJIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDJIA · ACIO

6.2%MSFT6.2%

4.0%AAPL7.8%

3.0%AMZN4.0%

4.9%V2.2%

Held in common29.5%

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 Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	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
3	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk	0.60%	9.88%	+1.7%	+9.5%	+13.1%	+12.3%	new	−7.3%	$204M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	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
3	ADJIA	Global X - Dow 30 Covered Call ETFRead Desk	0.60%	9.88%	+1.7%	+9.5%	+13.1%	+12.3%	new	−7.3%	$204M

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

DJIA vs ACIO

DJIA

Global X - Dow 30 Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$15,189

MeasureDJIAACIO

Fee0.60%0.79%

Cost on $10k a year$60$79

Yield9.88%0.39%

5 years, per year[…]+8.7%

3 years, per year+12.3%+14.9%

Worst drop · 1Y−7.3%−6.6%

Volatility · 1Y8.5%9.9%

3–2measures won
DJIA first

29.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: DJIA, ACIO, SCHD

Today

29.5%most shared, DJIA and ACIO

DJIAACIOSCHD

DJIA—29.5%19.2%

ACIO29.5%—8.5%

SCHD19.2%8.5%—

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

Income After Fees on $10,000

$928most kept, DJIA

DJIA$988 − $60 = $928

SCHD$296 − $6 = $290

ACIO$39 − $79 = −$40

KeptFee

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