WEEI vs ACIO

AWEEI

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,425ACIO

Lowest cost0.79%ACIO · $79 on $10k

Most income10.93%WEEI · $1,093 on $10k

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

Held in common3.6%WEEI and ACIO

WEEI

ACIO

Westwood Salient Enhanced Energy Income ETF · $116MAptus Collared Income Opportunity ETF · $2.3B

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

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

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

10.93%12-mo yield$1,093 · $39 on $10k0.39%

−10.3%Worst dropSmaller wins−6.6%

15.8%VolatilityLower wins9.6%

1–3ACIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsWEEI · ACIO

24.6%XOM1.6%

16.0%CVX0.7%

3.3%DVN0.6%

1.9%FANG0.5%

Held in common3.6%

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	AWEEI	Westwood Salient Enhanced Energy Income ETFRead Desk		0.85%	10.93%	−3.9%	+27.8%	+32.7%	new	new	−10.3%	$116M

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	AWEEI	Westwood Salient Enhanced Energy Income ETFRead Desk		0.85%	10.93%	−3.9%	+27.8%	+32.7%	new	new	−10.3%	$116M

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

WEEI vs ACIO

WEEI

Westwood Salient Enhanced Energy Income

[…]

ACIO

Aptus Collared Income Opportunity

$15,425

MeasureWEEIACIO

Fee0.85%0.79%

Cost on $10k a year$85$79

Yield10.93%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+16.4%

Worst drop · 1Y−10.3%−6.6%

Volatility · 1Y15.8%9.6%

3–1measures won
ACIO first

3.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WEEI, ACIO

Today

3.6%most shared, WEEI and ACIO

WEEIACIO

WEEI—3.6%

ACIO3.6%—

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

Income After Fees on $10,000

$1,008most kept, WEEI

WEEI$1,093 − $85 = $1,008

ACIO$39 − $79 = −$40

KeptFee

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