Compare · 2 funds side by side · dividends reinvested

SCLZ and JEPI

SCLZSwan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

SCLZ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.3

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.62%+5.4%+6.7%[…][…]−7.0%11.5%$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 6, 2026 · returns include dividends · since: SCLZ 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCLZ

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

SCLZMeasureJEPI

+5.4%Year to dateJan 1 → Nov 6+5.3%

+6.7%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

8.62%Trailing 12-mo yield$862 · $809 a year on $10k8.09%

−7.0%Worst dropSmaller is better−6.7%

11.5%VolatilityLower is calmer8.8%

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

2–4JEPI 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 JEPI: Top 5 Holdings

Today

SCLZ

27.2%in top 5

JEPI

in top 59.9%

SCLZStockJEPI

7.5%MSFT2.0%

6.8%AAPL2.0%

5.5%NVDAnot top 5

3.7%AMZNnot top 5

3.7%METAnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common36.2%

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

SCLZ vs JEPI Returns, Every Period

SwanSCLZ

+6.7%

past year

JEPIJ.P. Morgan

+8.2%

past year

SCLZJEPIFaded: behind in that period

1–1Level

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

SCLZ vs JEPI

YTD

SwanSCLZ

+5.4%

JEPIJ.P. Morgan

+5.3%

+5.4%Year to date+5.3%

−7.0%Worst drop · 1Y−6.7%

11.5%Volatility · 1Y8.8%

8.6%Yield8.1%

$18.6MAssets$46.8B

2–2level

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

Cost, Income and Risk

Fees: SCLZ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SCLZ0.79%$79

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

Yields: SCLZ, JEPI

8.62%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.62%$862

JEPI8.09%$809

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

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

JEPI$809 − $35 = $774

KeptFee

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

Overlap: SCLZ, JEPI

Today

36.2%most shared, SCLZ and JEPI

SCLZJEPI

SCLZ—36.2%

JEPI36.2%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% 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

SCLZJEPI

+5.4%Year to date+5.3%

8.6%Yield8.1%

+6.7%Past year+8.2%

0.79%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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