GLDI vs ACIO

AGLDI

BACIO

Measures won4–2GLDI wins · of 6 · 5Y

$10,000 · 5Y$16,873GLDI · ACIO $15,425

Lowest cost0.65%GLDI · $65 on $10k

Most income28.00%GLDI · $2,800 on $10k

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

Held in common[…]GLDI and ACIO

GLDI

ACIO

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $170MAptus Collared Income Opportunity ETF · $2.3B

+17.5%3 years · per year$16,208 · $15,774+16.4%

+11.0%5 years · per year$16,873 · $15,425+9.1%

0.65%Expense ratio$65 · $79 on $10k · lower wins0.79%

28.00%12-mo yield$2,800 · $39 on $10k0.39%

−16.0%Worst dropSmaller wins−6.6%

18.7%VolatilityLower wins9.6%

4–2GLDI wins

$10,000 · 5 yearsOne scale

Shared top holdingsGLDI · ACIO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M
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	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M
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

GLDI vs ACIO

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,873

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureGLDIACIO

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield28.00%0.39%

5 years, per year+11.0%+9.1%

3 years, per year+17.5%+16.4%

Worst drop · 1Y−16.0%−6.6%

Volatility · 1Y18.7%9.6%

4–2measures won
GLDI first

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: GLDI, ACIO

Today

[…]holdings […]

GLDIACIO

GLDI—[…]

ACIO[…]—

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

Income After Fees on $10,000

$2,735most kept, GLDI

GLDI$2,800 − $65 = $2,735

ACIO$39 − $79 = −$40

KeptFee

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