TPZ vs ACIO

ATPZ

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · ACIO $14,959

Lowest cost0.04%VIG · $4 on $10k

Most income3.79%TPZ · $379 on $10k

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

Held in common0.8%TPZ and ACIO

TPZ

ACIO

Tortoise Electrification Infrastructure ETF · $107MAptus Collared Income Opportunity ETF · $2.4B

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

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

0.85%Expense ratio$85 · $79 on $10k · lower wins0.79%

3.79%12-mo yield$379 · $40 on $10k0.40%

−12.6%Worst dropSmaller wins−6.6%

16.4%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTPZ · ACIO

3.4%NEE0.4%

1.2%PWR0.1%

4.4%CEG0.1%

0.6%VRT0.1%

Held in common0.8%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
3	ATPZ	Tortoise Electrification Infrastructure ETFRead Desk	0.85%	3.79%	+0.4%	−0.5%	−2.8%	new	new	−12.6%	$107M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.40%	+0.1%	+4.7%	+4.4%	+15.0%	+8.4%	−6.6%	$2.4B
3	ATPZ	Tortoise Electrification Infrastructure ETFRead Desk	0.85%	3.79%	+0.4%	−0.5%	−2.8%	new	new	−12.6%	$107M

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

TPZ vs ACIO

TPZ

Tortoise Electrification Infrastructure

[…]

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureTPZACIO

Fee0.85%0.79%

Cost on $10k a year$85$79

Yield3.79%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.0%

Worst drop · 1Y−12.6%−6.6%

Volatility · 1Y16.4%9.9%

3–1measures won
ACIO first

0.8%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TPZ, ACIO, VIG

Today

42.3%most shared, ACIO and VIG

TPZACIOVIG

TPZ—0.8%1.7%

ACIO0.8%—42.3%

VIG1.7%42.3%—

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

Income After Fees on $10,000

$294most kept, TPZ

TPZ$379 − $85 = $294

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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