Compare · 2 funds side by side · dividends reinvested

SCLZ and SCHD

SCLZSwan×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCLZ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.69%+4.5%+6.0%[…][…]−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 5, 2026 · returns include dividends · since: SCLZ 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCLZ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

SCLZMeasureSCHD

+4.5%Year to dateJan 1 → Nov 5+32.3%

+6.0%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

8.69%Trailing 12-mo yield$869 · $298 a year on $10k2.98%

−7.0%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

SCLZ vs SCHD: Top 5 Holdings

Today

SCLZ

27.2%in top 5

SCHD

in top 521.7%

SCLZStockSCHD

7.5%MSFTnot top 5

6.6%AAPLnot top 5

5.8%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%METAnot top 5

3.6%AMZNnot top 5

Held in common7.0%

End-of-day Nov 5, 2026 · share of each fund

SCLZ vs SCHD Returns, Every Period

SwanSCLZ

+6.0%

past year

SCHDSchwab

+38.7%

past year

SCLZSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCLZ vs SCHD

YTD

SwanSCLZ

+4.5%

SCHDSchwab

+32.3%

+4.5%Year to date+32.3%

−7.0%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

8.7%Yield3.0%

$19.3MAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCLZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SCLZ0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCLZ, SCHD

8.69%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.69%$869

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$790most kept, SCLZ

SCLZ$869 − $79 = $790

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCLZ, SCHD

Today

7.0%most shared, SCLZ and SCHD

SCLZSCHD

SCLZ—7.0%

SCHD7.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCLZWorst drop−7.0%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCLZSCHD

+4.5%Year to date+32.3%

8.7%Yield3.0%

+6.0%Past year+38.7%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026