STOX vs ACIO

ASTOX

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · ACIO $14,959

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common48.4%STOX and ACIO

STOX

ACIO

Horizon Funds - Horizon Core Equity ETF · $234MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,213+15.0%

[…]5 years · per year[…] · $14,959+8.4%

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

0.17%12-mo yield$18 · $40 on $10k0.40%

−9.3%Worst dropSmaller wins−6.6%

13.7%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTOX · ACIO

5.8%MSFT6.2%

5.7%NVDA6.8%

2.3%AVGO2.2%

1.8%META2.1%

Held in common48.4%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	+0.2%	+8.6%	+10.6%	new	new	−9.3%	$234M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	+0.2%	+8.6%	+10.6%	new	new	−9.3%	$234M

End-of-day Nov 6, 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

$14,959

MeasureSTOXACIO

Fee0.70%0.79%

Cost on $10k a year$70$79

Yield0.17%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.0%

Worst drop · 1Y−9.3%−6.6%

Volatility · 1Y13.7%9.9%

3–1measures won
ACIO first

48.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: STOX, ACIO, VYM

Today

48.4%most shared, STOX and ACIO

STOXACIOVYM

STOX—48.4%29.3%

ACIO48.4%—30.9%

VYM29.3%30.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

ACIO$40 − $79 = −$39

STOX$18 − $70 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee