SFTY vs ACIO

ASFTY

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$14,980ACIO

Lowest cost0.77%SFTY · $77 on $10k

Most income0.40%ACIO · $40 on $10k

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

Held in common49.3%SFTY and ACIO

SFTY

ACIO

Horizon Funds - Horizon Managed Risk ETF · $801MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,333+15.3%

[…]5 years · per year[…] · $14,980+8.4%

0.77%Expense ratio$77 · $79 on $10k · lower wins0.79%

0.17%12-mo yield$17 · $40 on $10k0.40%

−8.6%Worst dropSmaller wins−6.6%

12.9%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFTY · ACIO

6.0%NVDA7.3%

5.8%MSFT6.2%

2.4%AVGO2.4%

1.8%META2.1%

Held in common49.3%

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

Both

5Y2 funds

#			Trend
1	BACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	ASFTY	Horizon Funds - Horizon Managed Risk ETFRead Desk		0.77%	0.17%	−4.2%	+8.6%	+10.5%	new	new	−8.6%	$801M

End-of-day Nov 5, 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%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B
2	ASFTY	Horizon Funds - Horizon Managed Risk ETFRead Desk		0.77%	0.17%	−4.2%	+8.6%	+10.5%	new	new	−8.6%	$801M

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

SFTY vs ACIO

SFTY

Horizon Funds - Horizon Managed Risk

[…]

ACIO

Aptus Collared Income Opportunity

$14,980

MeasureSFTYACIO

Fee0.77%0.79%

Cost on $10k a year$77$79

Yield0.17%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.3%

Worst drop · 1Y−8.6%−6.6%

Volatility · 1Y12.9%9.9%

3–1measures won
ACIO first

49.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SFTY, ACIO

Today

49.3%most shared, SFTY and ACIO

SFTYACIO

SFTY—49.3%

ACIO49.3%—

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

Income After Fees on $10,000

−$39most kept, ACIO

ACIO$40 − $79 = −$39

SFTY$17 − $77 = −$60

KeptFee

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