THOR vs ACIO

ATHOR

BACIO

Measures won1–0THOR wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ACIO $14,980

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 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[…] · $15,333+15.3%

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

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

0.42%12-mo yield$42 · $40 on $10k0.40%

[…]Worst dropSmaller wins−6.6%

[…]VolatilityLower wins9.9%

1–0THOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHOR · ACIO

2.5%AVGO2.4%

1.3%ABBV1.0%

1.2%C0.8%

1.8%MRK0.6%

Held in common5.8%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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
3	ATHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.42%	−2.0%	new	new	new	new	[…]	$52M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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
3	ATHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.42%	−2.0%	new	new	new	new	[…]	$52M

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

THOR vs ACIO

THOR

Thornburg Premium Income Builder

[…]

ACIO

Aptus Collared Income Opportunity

$14,980

MeasureTHORACIO

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.42%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.3%

Worst drop · 1Y[…]−6.6%

Volatility · 1Y[…]9.9%

0–0measures won
level

5.8%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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

Overlap: THOR, ACIO, VIG

Today

42.8%most shared, ACIO and VIG

THORACIOVIG

THOR—5.8%8.0%

ACIO5.8%—42.8%

VIG8.0%42.8%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

THOR$42 − $79 = −$37

ACIO$40 − $79 = −$39

KeptFee

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