TLTW vs ACIO

ATLTW

BACIO

Measures won3–2TLTW wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO · JEPI $14,635

Lowest cost0.35%TLTW · $35 on $10k

Most income10.81%TLTW · $1,081 on $10k

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

Held in common[…]TLTW and ACIO

TLTW

ACIO

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · $1.6BAptus Collared Income Opportunity ETF · $2.3B

+5.6%3 years · per year$11,791 · $15,774+16.4%

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

0.35%Expense ratio$35 · $79 on $10k · lower wins0.79%

10.81%12-mo yield$1,081 · $39 on $10k0.39%

−9.6%Worst dropSmaller wins−6.6%

8.4%VolatilityLower wins9.6%

3–2TLTW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTLTW · ACIO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	ATLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETFRead Desk	0.35%	10.81%	+0.7%	+0.8%	−0.7%	+5.6%	new	−9.6%	$1.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	ATLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETFRead Desk	0.35%	10.81%	+0.7%	+0.8%	−0.7%	+5.6%	new	−9.6%	$1.6B

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

TLTW vs ACIO

TLTW

iShares 20+ Year Treasury Bond BuyWrite Strategy

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureTLTWACIO

Fee0.35%0.79%

Cost on $10k a year$35$79

Yield10.81%0.39%

5 years, per year[…]+9.1%

3 years, per year+5.6%+16.4%

Worst drop · 1Y−9.6%−6.6%

Volatility · 1Y8.4%9.6%

3–2measures won
TLTW first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TLTW, ACIO, JEPI

Today

38.5%most shared, ACIO and JEPI

TLTWACIOJEPI

TLTW—[…][…]

ACIO[…]—38.5%

JEPI[…]38.5%—

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

Income After Fees on $10,000

$1,046most kept, TLTW

TLTW$1,081 − $35 = $1,046

JEPI$783 − $35 = $748

ACIO$39 − $79 = −$40

KeptFee

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