SDTY vs ACIO

ASDTY

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,189ACIO · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income29.29%SDTY · $2,929 on $10k

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

Held in common[…]SDTY and ACIO

SDTY

ACIO

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,169+14.9%

[…]5 years · per year[…] · $15,189+8.7%

1.08%Expense ratio$108 · $79 on $10k · lower wins0.79%

29.29%12-mo yield$2,929 · $39 on $10k0.39%

−8.0%Worst dropSmaller wins−6.6%

12.6%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDTY · ACIO

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

Held in common[…]

End-of-day Nov 9, 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%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.29%	+1.2%	+9.9%	+13.0%	new	new	−8.0%	$39M

End-of-day Nov 9, 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%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk	1.08%	29.29%	+1.2%	+9.9%	+13.0%	new	new	−8.0%	$39M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDTY vs ACIO

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

ACIO

Aptus Collared Income Opportunity

$15,189

MeasureSDTYACIO

Fee1.08%0.79%

Cost on $10k a year$108$79

Yield29.29%0.39%

5 years, per year[…]+8.7%

3 years, per year[…]+14.9%

Worst drop · 1Y−8.0%−6.6%

Volatility · 1Y12.6%9.9%

3–1measures won
ACIO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SDTY, ACIO, JEPI

Today

38.6%most shared, ACIO and JEPI

SDTYACIOJEPI

SDTY—[…][…]

ACIO[…]—38.6%

JEPI[…]38.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,821most kept, SDTY

SDTY$2,929 − $108 = $2,821

JEPI$793 − $35 = $758

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee