Compare · 3 funds side by side · dividends reinvested

SCLZ, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCLZ, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.62%+5.4%+6.7%[…][…]−7.0%11.5%$19M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCLZ 2024 · ACIO 2019 · SCHD 2011

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$14,959

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

SCLZMeasureACIO

+5.4%Year to dateJan 1 → Nov 6+4.7%

+6.7%1 yearTotal return+4.4%

[…]3 years · per year$10,000 became […] · $15,213+15.0%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

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

8.62%Trailing 12-mo yield$862 · $40 a year on $10k0.40%

−7.0%Worst dropSmaller is better−6.6%

11.5%VolatilityLower is calmer9.9%

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

3–2SCLZ wins

End-of-day Nov 6, 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

27.2%in top 5

ACIO

in top 529.4%

SCLZStockACIO

6.8%AAPL7.8%

7.5%MSFT6.2%

5.5%NVDA6.8%

not top 5GOOG4.7%

3.7%AMZN4.0%

3.7%METAnot top 5

Held in common57.5%

End-of-day Nov 6, 2026 · share of each fund

SCLZ vs ACIO Returns, Every Period

SwanSCLZ

+6.7%

past year

ACIOAptus

+4.4%

past year

SCLZACIOFaded: behind in that period

2–0SCLZ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCLZ vs SCHD

YTD

SwanSCLZ

+5.4%

SCHDSchwab

+31.4%

+5.4%Year to date+31.4%

−7.0%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

8.6%Yield3.0%

$18.6MAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCLZ, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SCLZ0.79%$79

ACIO0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCLZ, ACIO, SCHD

8.62%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.62%$862

SCHD3.00%$300

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: SCLZ, ACIO, SCHD

Today

57.5%most shared, SCLZ and ACIO

SCLZACIOSCHD

SCLZ—57.5%7.1%

ACIO57.5%—8.6%

SCHD7.1%8.6%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

SCLZWorst drop−7.0%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCLZSCHD

+5.4%Year to date+31.4%

8.6%Yield3.0%

+6.7%Past year+37.0%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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