GLDI vs ACIO

AGLDI

BACIO

Measures won4–2GLDI wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · GLDI $17,138

Lowest cost0.04%VYM · $4 on $10k

Most income27.59%GLDI · $2,759 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 · $176MAptus Collared Income Opportunity ETF · $2.3B

+18.0%3 years · per year$16,433 · $15,169+14.9%

+11.4%5 years · per year$17,138 · $15,189+8.7%

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

27.59%12-mo yield$2,759 · $39 on $10k0.39%

−16.0%Worst dropSmaller wins−6.6%

18.7%VolatilityLower wins9.9%

4–2GLDI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGLDI · ACIO

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

Held in common[…]

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 Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.59%	+1.4%	−1.9%	+5.0%	+18.0%	+11.4%	−16.0%	$176M
3	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
4	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

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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.59%	+1.4%	−1.9%	+5.0%	+18.0%	+11.4%	−16.0%	$176M
3	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
4	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

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

GLDI vs ACIO

GLDI

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

$17,139

ACIO

Aptus Collared Income Opportunity

$15,189

MeasureGLDIACIO

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield27.59%0.39%

5 years, per year+11.4%+8.7%

3 years, per year+18.0%+14.9%

Worst drop · 1Y−16.0%−6.6%

Volatility · 1Y18.7%9.9%

4–2measures won
GLDI first

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: GLDI, ACIO, SCHD, VYM

Today

30.8%most shared, ACIO and VYM

GLDIACIOSCHDVYM

GLDI—[…][…][…]

ACIO[…]—8.5%30.8%

SCHD[…]8.5%—21.9%

VYM[…]30.8%21.9%—

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

Income After Fees on $10,000

$2,694most kept, GLDI

GLDI$2,759 − $65 = $2,694

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

ACIO$39 − $79 = −$40

KeptFee

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