Compare · 3 funds side by side · dividends reinvested

SCLZ, VIG 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, VIG 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%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCLZ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 46.3% in common

SCLZMeasureVIG

+5.4%Year to dateJan 1 → Nov 6+12.1%

+6.7%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

8.62%Trailing 12-mo yield$862 · $150 a year on $10k1.50%

−7.0%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer10.8%

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

2–4VIG 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 VIG: Top 5 Holdings

Today

SCLZ

27.2%in top 5

VIG

in top 522.1%

SCLZStockVIG

7.5%MSFT4.9%

6.8%AAPL4.9%

5.5%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

3.7%METAnot top 5

Held in common46.3%

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

SCLZ vs VIG Returns, Every Period

SwanSCLZ

+6.7%

past year

VIGVanguard

+14.3%

past year

SCLZVIGFaded: behind in that period

0–2VIG wins

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

SCLZ vs SCHD

YTD

SwanSCLZ

+5.4%

SCHDSchwab

+31.4%

+5.4%Year to date+31.4%

−7.0%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

8.6%Yield3.0%

$18.8MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: SCLZ, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SCLZ0.79%$79

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

Yields: SCLZ, VIG, SCHD

8.62%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.62%$862

SCHD3.00%$300

VIG1.50%$150

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

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: SCLZ, VIG, SCHD

Today

46.3%most shared, SCLZ and VIG

SCLZVIGSCHD

SCLZ—46.3%7.1%

VIG46.3%—14.5%

SCHD7.1%14.5%—

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

VIGWorst drop−7.9%10.8% 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

SCLZSCHD

+5.4%Year to date+31.4%

8.6%Yield3.0%

+6.7%Past year+37.0%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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