Compare · 2 funds side by side · dividends reinvested

SCLZ and ACIO

SCLZSwan×ACIOAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425ACIO · best of the two

02 / 04

SCLZ and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.34%+8.9%+9.9%[…][…]−7.0%10.7%$19M1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCLZ 2024 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

Swan Enhanced Dividend Income E · $19M[…]

SCLZ

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,425

$10,000 five years ago, dividends reinvested · they hold 58.1% in common

SCLZMeasureACIO

+8.9%Year to dateJan 1 → Nov 4+7.2%

+9.9%1 yearTotal return+6.3%

[…]3 years · per year$10,000 became […] · $15,774+16.4%

[…]5 years · per year$10,000 became […] · $15,425+9.1%

0.79%Expense ratio$79 · $79 a year on $10k · lower is better0.79%

8.34%Trailing 12-mo yield$834 · $39 a year on $10k0.39%

−7.0%Worst dropSmaller is better−6.6%

10.7%VolatilityLower is calmer9.6%

SCLZACIO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2SCLZ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCLZ vs ACIO: Top 5 Holdings

Today

SCLZ

26.5%in top 5

ACIO

in top 529.2%

SCLZStockACIO

6.0%NVDA7.6%

6.3%AAPL7.4%

7.1%MSFT5.9%

not top 5GOOG4.5%

3.5%AMZN3.7%

3.6%METAnot top 5

Held in common58.1%

End-of-day Nov 4, 2026 · share of each fund

SCLZ vs ACIO Returns, Every Period

SwanSCLZ

+9.9%

past year

ACIOAptus

+6.3%

past year

SCLZACIOFaded: behind in that period

2–0SCLZ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCLZ vs ACIO

YTD

SwanSCLZ

+8.9%

ACIOAptus

+7.2%

+8.9%Year to date+7.2%

−7.0%Worst drop · 1Y−6.6%

10.7%Volatility · 1Y9.6%

8.3%Yield0.4%

$19.2MAssets$2.3B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCLZ, ACIO

Today

0.79%lowest, SCLZ

FundExpense ratioFee$10k

SCLZ0.79%$79

ACIO0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCLZ, ACIO

8.34%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.34%$834

ACIO0.39%$39

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$755most kept, SCLZ

SCLZ$834 − $79 = $755

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: SCLZ, ACIO

Today

58.1%most shared, SCLZ and ACIO

SCLZACIO

SCLZ—58.1%

ACIO58.1%—

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

Return vs Bumpiness: 2 ETFs

+9.9%SCLZ, at 10.7% volatility

ACIOWorst drop−6.6%9.6% vol

SCLZWorst drop−7.0%10.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCLZACIO

+8.9%Year to date+7.2%

8.3%Yield0.4%

+9.9%Past year+6.3%

0.79%Fee0.79%

3–0SCLZ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026