SCEP vs ACIO

ASCEP

BACIO

Measures won2–0SCEP wins · of 6 · 5Y

$10,000 · 5Y$14,959ACIO

Lowest cost0.65%SCEP · $65 on $10k

Most income6.40%SCEP · $640 on $10k

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

Held in common44.4%SCEP and ACIO

SCEP

ACIO

Sterling Capital Hedged Equity Premium Income ETF · $237MAptus Collared Income Opportunity ETF · $2.3B

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

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

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

6.40%12-mo yield$640 · $40 on $10k0.40%

[…]Worst dropSmaller wins−6.6%

[…]VolatilityLower wins9.9%

2–0SCEP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCEP · ACIO

6.8%AAPL7.8%

5.2%NVDA6.8%

5.0%MSFT6.2%

5.1%AMZN4.0%

Held in common44.4%

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

Both

5Y2 funds

#			Trend
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	ASCEP	Sterling Capital Hedged Equity Premium Income ETFRead Desk		0.65%	6.40%	+0.4%	+2.5%	new	new	new	[…]	$237M

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

Both

5Y2 funds

#			Trend
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	ASCEP	Sterling Capital Hedged Equity Premium Income ETFRead Desk		0.65%	6.40%	+0.4%	+2.5%	new	new	new	[…]	$237M

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

SCEP vs ACIO

SCEP

Sterling Capital Hedged Equity Premium Income

[…]

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureSCEPACIO

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield6.40%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.0%

Worst drop · 1Y[…]−6.6%

Volatility · 1Y[…]9.9%

2–0measures won
SCEP first

44.4%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCEP, ACIO

Today

44.4%most shared, SCEP and ACIO

SCEPACIO

SCEP—44.4%

ACIO44.4%—

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

Income After Fees on $10,000

$575most kept, SCEP

SCEP$640 − $65 = $575

ACIO$40 − $79 = −$39

KeptFee

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