MLPD vs ACIO

AMLPD

BACIO

Measures won4–0MLPD wins · of 6 · 5Y

$10,000 · 5Y$14,959ACIO · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income14.34%MLPD · $1,434 on $10k

Smallest drop−4.6%MLPD · worst fall in 1Y

Held in common0.0%MLPD and ACIO

MLPD

ACIO

Global X - MLP & Energy Infrastructure Covered Call ETF · $25MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,213+15.0%

[…]5 years · per year[…] · $14,959+8.4%

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

14.34%12-mo yield$1,434 · $40 on $10k0.40%

−4.6%Worst dropSmaller wins−6.6%

8.7%VolatilityLower wins9.9%

4–0MLPD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPD · ACIO

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

Held in common0.0%

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	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AMLPD	Global X - MLP & Energy Infrastructure Covered Call ETFRead Desk	0.60%	14.34%	−0.7%	+6.1%	+12.0%	new	new	−4.6%	$25M

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	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AMLPD	Global X - MLP & Energy Infrastructure Covered Call ETFRead Desk	0.60%	14.34%	−0.7%	+6.1%	+12.0%	new	new	−4.6%	$25M

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

MLPD vs ACIO

MLPD

Global X - MLP & Energy Infrastructure Covered Call

[…]

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureMLPDACIO

Fee0.60%0.79%

Cost on $10k a year$60$79

Yield14.34%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.0%

Worst drop · 1Y−4.6%−6.6%

Volatility · 1Y8.7%9.9%

4–0measures won
MLPD first

0.0%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MLPD, ACIO, JEPI

Today

38.0%most shared, ACIO and JEPI

MLPDACIOJEPI

MLPD—0.0%0.0%

ACIO0.0%—38.0%

JEPI0.0%38.0%—

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

Income After Fees on $10,000

$1,374most kept, MLPD

MLPD$1,434 − $60 = $1,374

JEPI$809 − $35 = $774

ACIO$40 − $79 = −$39

KeptFee

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