SCLZ vs ACIO

ASCLZ

BACIO

Measures won1–2ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.79%SCLZ · $79 on $10k

Most income8.34%SCLZ · $834 on $10k

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

Held in common58.1%SCLZ and ACIO

SCLZ

ACIO

Swan Enhanced Dividend Income E · $19MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,774+16.4%

[…]5 years · per year[…] · $15,425+9.1%

0.79%Expense ratio$79 · $79 on $10k · lower wins0.79%

8.34%12-mo yield$834 · $39 on $10k0.39%

−7.0%Worst dropSmaller wins−6.6%

10.7%VolatilityLower wins9.6%

1–2ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCLZ · ACIO

6.3%AAPL7.4%

6.0%NVDA7.6%

7.1%MSFT5.9%

3.5%AMZN3.7%

Held in common58.1%

End-of-day Nov 4, 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%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.34%	+0.4%	+8.9%	+9.9%	new	new	−7.0%	$19M

End-of-day Nov 4, 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%	0.39%	+0.8%	+7.2%	+6.3%	+16.4%	+9.1%	−6.6%	$2.3B
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.34%	+0.4%	+8.9%	+9.9%	new	new	−7.0%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCLZ vs ACIO

SCLZ

Swan Enhanced Dividend Income E

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureSCLZACIO

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield8.34%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y−7.0%−6.6%

Volatility · 1Y10.7%9.6%

2–1measures won
ACIO first

58.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCLZ, ACIO

Today

58.1%most shared, SCLZ and ACIO

SCLZACIO

SCLZ—58.1%

ACIO58.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$755most kept, SCLZ

SCLZ$834 − $79 = $755

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee