FTHI vs ACIO

AFTHI

BACIO

Measures won5–1FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,274FTHI · ACIO $15,425

Lowest cost0.75%FTHI · $75 on $10k

Most income9.05%FTHI · $905 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common47.6%FTHI and ACIO

FTHI

ACIO

First Trust BuyWrite Income ETF · $2.5BAptus Collared Income Opportunity ETF · $2.3B

+15.4%3 years · per year$15,375 · $15,774+16.4%

+10.2%5 years · per year$16,274 · $15,425+9.1%

0.75%Expense ratio$75 · $79 on $10k · lower wins0.79%

9.05%12-mo yield$905 · $39 on $10k0.39%

−5.5%Worst dropSmaller wins−6.6%

9.5%VolatilityLower wins9.6%

5–1FTHI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTHI · ACIO

7.9%AAPL7.4%

6.6%NVDA7.6%

3.2%MSFT5.9%

2.6%AMZN3.7%

Held in common47.6%

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	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

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	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

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

FTHI vs ACIO

FTHI

First Trust BuyWrite Income

$16,274

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureFTHIACIO

Fee0.75%0.79%

Cost on $10k a year$75$79

Yield9.05%0.39%

5 years, per year+10.2%+9.1%

3 years, per year+15.4%+16.4%

Worst drop · 1Y−5.5%−6.6%

Volatility · 1Y9.5%9.6%

5–1measures won
FTHI first

47.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTHI, ACIO

Today

47.6%most shared, FTHI and ACIO

FTHIACIO

FTHI—47.6%

ACIO47.6%—

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

ACIO$39 − $79 = −$40

KeptFee

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