PBP vs ACIO

APBP

BACIO

Measures won4–2PBP wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · ACIO $14,980

Lowest cost0.06%SCHD · $6 on $10k

Most income11.72%PBP · $1,172 on $10k

Smallest drop−5.2%PBP · worst fall in 1Y

Held in common75.5%PBP and ACIO

PBP

ACIO

Invesco S&P 500 BuyWrite ETF · $394MAptus Collared Income Opportunity ETF · $2.4B

+13.8%3 years · per year$14,719 · $15,333+15.3%

+7.0%5 years · per year$14,047 · $14,980+8.4%

0.29%Expense ratio$29 · $79 on $10k · lower wins0.79%

11.72%12-mo yield$1,172 · $40 on $10k0.40%

−5.2%Worst dropSmaller wins−6.6%

8.3%VolatilityLower wins9.9%

4–2PBP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBP · ACIO

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common75.5%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.4B
3	APBP	Invesco S&P 500 BuyWrite ETFRead Desk	0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$394M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.4B
3	APBP	Invesco S&P 500 BuyWrite ETFRead Desk	0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$394M

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

Cards for this view

PBP vs ACIO

PBP

Invesco S&P 500 BuyWrite

$14,048

ACIO

Aptus Collared Income Opportunity

$14,980

MeasurePBPACIO

Fee0.29%0.79%

Cost on $10k a year$29$79

Yield11.72%0.40%

5 years, per year+7.0%+8.4%

3 years, per year+13.8%+15.3%

Worst drop · 1Y−5.2%−6.6%

Volatility · 1Y8.3%9.9%

4–2measures won
PBP first

75.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PBP, ACIO, SCHD

Today

75.5%most shared, PBP and ACIO

PBPACIOSCHD

PBP—75.5%8.5%

ACIO75.5%—8.6%

SCHD8.5%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SCHD$298 − $6 = $292

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee