Compare · 2 funds side by side · dividends reinvested

SCLZ and FTHI

SCLZSwan×FTHIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,274FTHI · best of the two

02 / 04

SCLZ and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.3

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.34%+8.9%+9.9%[…][…]−7.0%10.7%$19M1.7

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 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

SCLZ

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,274

$10,000 five years ago, dividends reinvested · they hold 46.8% in common

SCLZMeasureFTHI

+8.9%Year to dateJan 1 → Nov 4+6.6%

+9.9%1 yearTotal return+7.3%

[…]3 years · per year$10,000 became […] · $15,375+15.4%

[…]5 years · per year$10,000 became […] · $16,274+10.2%

0.79%Expense ratio$79 · $75 a year on $10k · lower is better0.75%

8.34%Trailing 12-mo yield$834 · $905 a year on $10k9.05%

−7.0%Worst dropSmaller is better−5.5%

10.7%VolatilityLower is calmer9.5%

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

2–4FTHI 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 FTHI: Top 5 Holdings

Today

SCLZ

26.5%in top 5

FTHI

in top 522.9%

SCLZStockFTHI

6.3%AAPL7.9%

7.1%MSFT3.2%

6.0%NVDA6.6%

3.6%METAnot top 5

3.5%AMZN2.6%

not top 5JPM2.7%

Held in common46.8%

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

SCLZ vs FTHI Returns, Every Period

SwanSCLZ

+9.9%

past year

FTHIFirst Trust

+7.3%

past year

SCLZFTHIFaded: behind in that period

2–0SCLZ wins

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

SCLZ vs FTHI

YTD

SwanSCLZ

+8.9%

FTHIFirst Trust

+6.6%

+8.9%Year to date+6.6%

−7.0%Worst drop · 1Y−5.5%

10.7%Volatility · 1Y9.5%

8.3%Yield9.0%

$19.2MAssets$2.5B

3–1FTHI wins

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

Cost, Income and Risk

Fees: SCLZ, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

SCLZ0.79%$79

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

Yields: SCLZ, FTHI

9.05%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.05%$905

SCLZ8.34%$834

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

SCLZ$834 − $79 = $755

KeptFee

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

Overlap: SCLZ, FTHI

Today

46.8%most shared, SCLZ and FTHI

SCLZFTHI

SCLZ—46.8%

FTHI46.8%—

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

FTHIWorst drop−5.5%9.5% 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

FTHISCLZ

+6.6%Year to date+8.9%

9.0%Yield8.3%

+7.3%Past year+9.9%

0.75%Fee0.79%

2–2level

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