ULTY vs ACIO

AULTY

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · ACIO $14,980

Lowest cost0.06%SCHD · $6 on $10k

Most income105.96%ULTY · $10,596 on $10k

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

Held in common11.3%ULTY and ACIO

ULTY

ACIO

YieldMax Ultra Option Income Strategy ETF · $576MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,333+15.3%

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

1.40%Expense ratio$140 · $79 on $10k · lower wins0.79%

105.96%12-mo yield$10,596 · $40 on $10k0.40%

−17.3%Worst dropSmaller wins−6.6%

22.8%VolatilityLower wins9.9%

1–3ACIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsULTY · ACIO

3.0%AMZN3.9%

2.7%NVDA7.3%

2.2%META2.1%

4.0%AMD1.3%

Held in common11.3%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	105.96%	−3.7%	−6.2%	−14.8%	new	new	−17.3%	$576M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	105.96%	−3.7%	−6.2%	−14.8%	new	new	−17.3%	$576M

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

ULTY vs ACIO

ULTY

YieldMax Ultra Option Income Strategy

[…]

ACIO

Aptus Collared Income Opportunity

$14,980

MeasureULTYACIO

Fee1.40%0.79%

Cost on $10k a year$140$79

Yield105.96%0.40%

5 years, per year[…]+8.4%

3 years, per year[…]+15.3%

Worst drop · 1Y−17.3%−6.6%

Volatility · 1Y22.8%9.9%

3–1measures won
ACIO first

11.3%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ULTY, ACIO, SCHD

Today

11.3%most shared, ULTY and ACIO

ULTYACIOSCHD

ULTY—11.3%0.0%

ACIO11.3%—8.6%

SCHD0.0%8.6%—

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

Income After Fees on $10,000

$10,456most kept, ULTY

ULTY$10,596 − $140 = $10,456

SCHD$298 − $6 = $292

ACIO$40 − $79 = −$39

KeptFee

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