Compare · 2 funds side by side · dividends reinvested

SCLZ and VYM

SCLZSwan×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

SCLZ and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

Swan Enhanced Dividend Income EIncome · Covered calls0.79%8.62%+5.4%+6.7%[…][…]−7.0%11.5%$19M1.8

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCLZ

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

SCLZMeasureVYM

+5.4%Year to dateJan 1 → Nov 6+12.8%

+6.7%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,107+19.6%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

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

8.62%Trailing 12-mo yield$862 · $231 a year on $10k2.31%

−7.0%Worst dropSmaller is better−6.7%

11.5%VolatilityLower is calmer10.6%

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

1–5VYM 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 VYM: Top 5 Holdings

Today

SCLZ

27.2%in top 5

VYM

in top 518.2%

SCLZStockVYM

7.5%MSFTnot top 5

not top 5AVGO6.9%

6.8%AAPLnot top 5

5.5%NVDAnot top 5

not top 5JPM3.8%

3.7%AMZNnot top 5

3.7%METAnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common32.3%

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

SCLZ vs VYM Returns, Every Period

SwanSCLZ

+6.7%

past year

VYMVanguard

+16.5%

past year

SCLZVYMFaded: behind in that period

0–2VYM wins

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

SCLZ vs VYM

YTD

SwanSCLZ

+5.4%

VYMVanguard

+12.8%

+5.4%Year to date+12.8%

−7.0%Worst drop · 1Y−6.7%

11.5%Volatility · 1Y10.6%

8.6%Yield2.3%

$19.4MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: SCLZ, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCLZ0.79%$79

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

Yields: SCLZ, VYM

8.62%highest, SCLZ

FundTrailing yieldYield$10k

SCLZ8.62%$862

VYM2.31%$231

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

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

VYM$231 − $4 = $227

KeptFee

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

Overlap: SCLZ, VYM

Today

32.3%most shared, SCLZ and VYM

SCLZVYM

SCLZ—32.3%

VYM32.3%—

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

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% 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

SCLZVYM

+5.4%Year to date+12.8%

8.6%Yield2.3%

+6.7%Past year+16.5%

0.79%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026