IVV vs ACIO

AIVV

BACIO

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common74.2%IVV and ACIO

IVV

ACIO

iShares Core S&P 500 ETF · $850BAptus Collared Income Opportunity ETF · $2.4B

+21.8%3 years · per year$18,084 · $15,213+15.0%

+11.4%5 years · per year$17,177 · $14,959+8.4%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.14%12-mo yield$114 · $40 on $10k0.40%

−8.9%Worst dropSmaller wins−6.6%

13.6%VolatilityLower wins9.9%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ACIO

7.9%AAPL7.8%

6.9%NVDA6.8%

6.3%MSFT6.2%

4.0%AMZN4.0%

Held in common74.2%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs ACIO

IVV

iShares Core S&P 500

$17,177

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureIVVACIO

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.14%0.40%

5 years, per year+11.4%+8.4%

3 years, per year+21.8%+15.0%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.6%9.9%

4–2measures won
IVV first

74.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, ACIO, VTI

Today

85.5%most shared, IVV and VTI

IVVACIOVTI

IVV—74.2%85.5%

ACIO74.2%—65.6%

VTI85.5%65.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee