XYLD vs ACIO

AXYLD

BACIO

Measures won4–2XYLD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ACIO $14,959

Lowest cost0.06%SCHD · $6 on $10k

Most income10.55%XYLD · $1,055 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common74.2%XYLD and ACIO

XYLD

ACIO

Global X - S&P 500 Covered Call ETF · $3.4BAptus Collared Income Opportunity ETF · $2.4B

+13.2%3 years · per year$14,499 · $15,213+15.0%

+6.7%5 years · per year$13,854 · $14,959+8.4%

0.60%Expense ratio$60 · $79 on $10k · lower wins0.79%

10.55%12-mo yield$1,055 · $40 on $10k0.40%

−5.3%Worst dropSmaller wins−6.6%

8.0%VolatilityLower wins9.9%

4–2XYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXYLD · ACIO

7.9%AAPL7.8%

6.9%NVDA6.8%

6.3%MSFT6.2%

4.0%AMZN4.0%

Held in common74.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.55%	+0.3%	+7.8%	+11.8%	+13.2%	+6.7%	−5.3%	$3.4B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.55%	+0.3%	+7.8%	+11.8%	+13.2%	+6.7%	−5.3%	$3.4B

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

XYLD vs ACIO

XYLD

Global X - S&P 500 Covered Call

$13,854

ACIO

Aptus Collared Income Opportunity

$14,959

MeasureXYLDACIO

Fee0.60%0.79%

Cost on $10k a year$60$79

Yield10.55%0.40%

5 years, per year+6.7%+8.4%

3 years, per year+13.2%+15.0%

Worst drop · 1Y−5.3%−6.6%

Volatility · 1Y8.0%9.9%

4–2measures won
XYLD first

74.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XYLD, ACIO, SCHD

Today

74.2%most shared, XYLD and ACIO

XYLDACIOSCHD

XYLD—74.2%8.6%

ACIO74.2%—8.6%

SCHD8.6%8.6%—

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

Income After Fees on $10,000

$995most kept, XYLD

XYLD$1,055 − $60 = $995

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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