Fund comparison · from official SEC filings
ACIO vs SPYI: how much do they overlap?
Aptus Collared Investment Opportunity ETF and NEOS S&P 500(R) High Income ETF
vs
ACIO and SPYI are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
ACIO
SPYI
N
NVDANVIDIA CORP
7.94%
7.59%
A
AAPLAPPLE INC
6.52%
6.74%
G
GOOGALPHABET INC-CL C
6.59%
2.39%
M
MSFTMICROSOFT CORP
4.95%
4.94%
A
AMZNAMAZON.COM INC
4.24%
3.65%
A
AVGOBROADCOM INC
3.24%
2.61%
M
METAMETA PLATFORMS INC-CLASS A
2.19%
2.24%
C
CATCATERPILLAR INC
1.98%
0.58%
T
TSLATESLA INC
1.77%
1.87%
V
VVISA INC-CLASS A SHARES
1.73%
0.91%
J
JPMJPMORGAN CHASE & CO
1.69%
1.44%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
1.58%
E
EXMOCEXXON MOBIL CORP
1.44%
1.29%
L
LLYELI LILLY & CO
1.23%
1.32%
W
WMTWALMART INC
1.27%
0.98%
B
BLKBLACKROCK INC
1.14%
0.24%
S
SOSOUTHERN CO/THE
1.12%
0.19%
J
JNJJOHNSON & JOHNSON
0.91%
1.06%
L
LRCXLAM RESEARCH CORP
1.05%
0.47%
P
PEPPEPSICO INC
1.02%
0.37%
N
NFLXNETFLIX INC
0.97%
0.73%
A
AMDADVANCED MICRO DEVICES
0.97%
0.59%
M
MUMICRON TECHNOLOGY INC
0.96%
0.68%
C
CSXCSX CORP
0.95%
0.13%
C
CCITIGROUP INC
0.95%
0.36%
Only in ACIO
B
BKLCBNY MELLON US LRG CAP COR
0.70%
?
—HONEYWELL INTERNATIONAL INC
0.36%
Only in SPYI
G
GOOGLALPHABET INC-CL A
3.00%
M
MAMASTERCARD INC - A
0.73%
B
BACBANK OF AMERICA CORP
0.58%
K
KOCOCA-COLA CO/THE
0.52%
P
PMPHILIP MORRIS INTERNATIONAL
0.45%
W
WFCWELLS FARGO & CO
0.44%
C
COPCONOCOPHILLIPS
0.29%
H
HONHONEYWELL INTERNATIONAL INC
0.26%
U
UNPUNION PACIFIC CORP
0.25%
A
ACNACCENTURE PLC-CL A
0.22%
C
CMECME GROUP INC
0.19%
C
CMCSACOMCAST CORP-CLASS A
0.18%
B
BSXBOSTON SCIENTIFIC CORP
0.17%
H
HWMHOWMET AEROSPACE INC
0.16%
C
CEGCONSTELLATION ENERGY
0.16%
W
WMBWILLIAMS COS INC
0.16%
G
GDGENERAL DYNAMICS CORP
0.15%
B
BXBLACKSTONE INC
0.15%
B
BNYBANK OF NEW YORK MELLON CORP
0.15%
U
USBUS BANCORP
0.14%
A
AMTAMERICAN TOWER CORP
0.14%
E
EOGEOG RESOURCES INC
0.14%
O
ORLYO'REILLY AUTOMOTIVE INC
0.14%
M
MMM3M CO
0.13%
R
REGNREGENERON PHARMACEUTICALS
0.13%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.