SFTY vs ACIO

ASFTY

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · ACIO $15,189

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common48.5%SFTY and ACIO

SFTY

ACIO

Horizon Funds - Horizon Managed Risk ETF · $783MAptus Collared Income Opportunity ETF · $2.3B

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

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

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

0.17%12-mo yield$17 · $39 on $10k0.39%

−8.6%Worst dropSmaller wins−6.6%

13.0%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSFTY · ACIO

5.9%NVDA7.1%

5.8%MSFT6.2%

2.3%AVGO2.2%

1.8%META2.1%

Held in common48.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	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
3	ASFTY	Horizon Funds - Horizon Managed Risk ETFRead Desk	0.77%	0.17%	+2.2%	+11.5%	+14.2%	new	new	−8.6%	$783M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	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
3	ASFTY	Horizon Funds - Horizon Managed Risk ETFRead Desk	0.77%	0.17%	+2.2%	+11.5%	+14.2%	new	new	−8.6%	$783M

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

SFTY vs ACIO

SFTY

Horizon Funds - Horizon Managed Risk

[…]

ACIO

Aptus Collared Income Opportunity

$15,189

MeasureSFTYACIO

Fee0.77%0.79%

Cost on $10k a year$77$79

Yield0.17%0.39%

5 years, per year[…]+8.7%

3 years, per year[…]+14.9%

Worst drop · 1Y−8.6%−6.6%

Volatility · 1Y13.0%9.9%

3–1measures won
ACIO first

48.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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: SFTY, ACIO, SCHD

Today

48.5%most shared, SFTY and ACIO

SFTYACIOSCHD

SFTY—48.5%8.1%

ACIO48.5%—8.5%

SCHD8.1%8.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ACIO$39 − $79 = −$40

SFTY$17 − $77 = −$60

KeptFee

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