STOX vs ACIO

ASTOX

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.70%STOX · $70 on $10k

Most income0.39%ACIO · $39 on $10k

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

Held in common49.4%STOX and ACIO

STOX

ACIO

Horizon Funds - Horizon Core Equity ETF · $237MAptus Collared Income Opportunity ETF · $2.3B

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

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

0.70%Expense ratio$70 · $79 on $10k · lower wins0.79%

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

−9.3%Worst dropSmaller wins−6.6%

13.0%VolatilityLower wins9.6%

1–3ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTOX · ACIO

6.3%NVDA7.6%

5.5%MSFT5.9%

2.5%AVGO2.4%

1.8%META2.1%

Held in common49.4%

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	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.17%	+1.7%	+13.6%	+14.4%	new	new	−9.3%	$237M

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	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.17%	+1.7%	+13.6%	+14.4%	new	new	−9.3%	$237M

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

STOX vs ACIO

STOX

Horizon Funds - Horizon Core Equity

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureSTOXACIO

Fee0.70%0.79%

Cost on $10k a year$70$79

Yield0.17%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y−9.3%−6.6%

Volatility · 1Y13.0%9.6%

3–1measures won
ACIO first

49.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: STOX, ACIO

Today

49.4%most shared, STOX and ACIO

STOXACIO

STOX—49.4%

ACIO49.4%—

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

Income After Fees on $10,000

−$40most kept, ACIO

ACIO$39 − $79 = −$40

STOX$17 − $70 = −$53

KeptFee

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