THOR vs ACIO

ATHOR

BACIO

Measures won1–0THOR wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.79%THOR · $79 on $10k

Most income0.41%THOR · $41 on $10k

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

Held in common5.8%THOR and ACIO

THOR

ACIO

Thornburg Premium Income Builder ETF · $52MAptus Collared Income Opportunity ETF · $2.3B

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

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

0.79%Expense ratio$79 · $79 on $10k · lower wins0.79%

0.41%12-mo yield$41 · $39 on $10k0.39%

[…]Worst dropSmaller wins−6.6%

[…]VolatilityLower wins9.6%

1–0THOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHOR · ACIO

2.6%AVGO2.4%

1.3%ABBV0.9%

1.2%C0.8%

1.8%MRK0.5%

Held in common5.8%

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	ATHOR	Thornburg Premium Income Builder ETFRead Desk		0.79%	0.41%	+2.4%	new	new	new	new	[…]	$52M

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	ATHOR	Thornburg Premium Income Builder ETFRead Desk		0.79%	0.41%	+2.4%	new	new	new	new	[…]	$52M

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

THOR vs ACIO

THOR

Thornburg Premium Income Builder

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureTHORACIO

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.41%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y[…]−6.6%

Volatility · 1Y[…]9.6%

0–0measures won
level

5.8%

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: THOR, ACIO

Today

5.8%most shared, THOR and ACIO

THORACIO

THOR—5.8%

ACIO5.8%—

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

Income After Fees on $10,000

−$38most kept, THOR

THOR$41 − $79 = −$38

ACIO$39 − $79 = −$40

KeptFee

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