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$14,959ACIO · 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%8.62%+5.4%+6.7%[…][…]−7.0%11.5%$19M1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B1.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.4B$14,959

ACIO

SCLZ

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

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

ACIOMeasureSCLZ

+4.7%Year to dateJan 1 → Nov 6+5.4%

+4.4%1 yearTotal return+6.7%

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

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

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

0.40%Trailing 12-mo yield$40 · $862 a year on $10k8.62%

−6.6%Worst dropSmaller is better−7.0%

9.9%VolatilityLower is calmer11.5%

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

2–3SCLZ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs SCLZ: Top 5 Holdings

Today

ACIO

29.4%in top 5

SCLZ

in top 527.2%

ACIOStockSCLZ

7.8%AAPL6.8%

6.2%MSFT7.5%

6.8%NVDA5.5%

4.7%GOOGnot top 5

4.0%AMZN3.7%

not top 5META3.7%

Held in common57.5%

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

ACIO vs SCLZ Returns, Every Period

AptusACIO

+4.4%

past year

SCLZSwan

+6.7%

past year

ACIOSCLZFaded: behind in that period

0–2SCLZ wins

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

ACIO vs SCLZ

YTD

AptusACIO

+4.7%

SCLZSwan

+5.4%

+4.7%Year to date+5.4%

−6.6%Worst drop · 1Y−7.0%

9.9%Volatility · 1Y11.5%

0.4%Yield8.6%

$2.4BAssets$19.4M

2–2level

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

Yields: SCLZ, ACIO

8.62%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.62%$862

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

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: SCLZ, ACIO

Today

57.5%most shared, SCLZ and ACIO

SCLZACIO

SCLZ—57.5%

ACIO57.5%—

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

Return vs Bumpiness: 2 ETFs

+6.7%SCLZ, at 11.5% volatility

ACIOWorst drop−6.6%9.9% vol

SCLZWorst drop−7.0%11.5% vol

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

Paid More vs Made More

YTD

SCLZACIO

+5.4%Year to date+4.7%

8.6%Yield0.4%

+6.7%Past year+4.4%

0.79%Fee0.79%

3–0SCLZ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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