Compare · 3 funds side by side · dividends reinvested

SCLZ, FTHI 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, FTHI 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%$120B1.6

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.35%+3.1%+4.2%+13.6%+9.6%−5.5%10.2%$2.5B1.9

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.62%+5.4%+6.7%[…][…]−7.0%11.5%$19M2.3

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 · FTHI 2014 · SCHD 2011

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$15,807

$10,000 five years ago, dividends reinvested · they hold 46.9% in common

SCLZMeasureFTHI

+5.4%Year to dateJan 1 → Nov 6+3.1%

+6.7%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $14,669+13.6%

[…]5 years · per year$10,000 became […] · $15,807+9.6%

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

8.62%Trailing 12-mo yield$862 · $935 a year on $10k9.35%

−7.0%Worst dropSmaller is better−5.5%

11.5%VolatilityLower is calmer10.2%

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

2–4FTHI 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 FTHI: Top 5 Holdings

Today

SCLZ

27.2%in top 5

FTHI

in top 523.2%

SCLZStockFTHI

6.8%AAPL8.4%

7.5%MSFT3.4%

5.5%NVDA6.0%

3.7%AMZN2.8%

3.7%METAnot top 5

not top 5JPM2.7%

Held in common46.9%

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

SCLZ vs FTHI Returns, Every Period

SwanSCLZ

+6.7%

past year

FTHIFirst Trust

+4.2%

past year

SCLZFTHIFaded: behind in that period

2–0SCLZ wins

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

SCLZ vs FTHI

YTD

SwanSCLZ

+5.4%

FTHIFirst Trust

+3.1%

+5.4%Year to date+3.1%

−7.0%Worst drop · 1Y−5.5%

11.5%Volatility · 1Y10.2%

8.6%Yield9.3%

$18.8MAssets$2.5B

3–1FTHI wins

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

Cost, Income and Risk

Fees: SCLZ, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTHI0.75%$75

SCLZ0.79%$79

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

Yields: SCLZ, FTHI, SCHD

9.35%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.35%$935

SCLZ8.62%$862

SCHD3.00%$300

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

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

SCLZ$862 − $79 = $783

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCLZ, FTHI, SCHD

Today

46.9%most shared, SCLZ and FTHI

SCLZFTHISCHD

SCLZ—46.9%7.1%

FTHI46.9%—6.0%

SCHD7.1%6.0%—

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

FTHIWorst drop−5.5%10.2% 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

FTHISCHD

+3.1%Year to date+31.4%

9.3%Yield3.0%

+4.2%Past year+37.0%

0.75%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026