SCLZ vs SPYM

ASCLZ

BSPYM

Measures won3–1SCLZ wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income8.62%SCLZ · $862 on $10k

Smallest drop−7.0%SCLZ · worst fall in 1Y

Held in common58.7%SCLZ and SPYM

SCLZ

SPYM

Swan Enhanced Dividend Income E · $19MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

8.62%12-mo yield$862 · $105 on $10k1.05%

−7.0%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

3–1SCLZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCLZ · SPYM

6.8%AAPL7.9%

7.5%MSFT6.3%

5.5%NVDA6.9%

3.7%AMZN4.0%

Held in common58.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.62%	+0.9%	+5.4%	+6.7%	new	new	−7.0%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.62%	+0.9%	+5.4%	+6.7%	new	new	−7.0%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCLZ vs SPYM

SCLZ

Swan Enhanced Dividend Income E

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSCLZSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield8.62%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y11.5%13.6%

3–1measures won
SCLZ first

58.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SCLZ, SPYM

Today

58.7%most shared, SCLZ and SPYM

SCLZSPYM

SCLZ—58.7%

SPYM58.7%—

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

Income After Fees on $10,000

$783most kept, SCLZ

SCLZ$862 − $79 = $783

SPYM$105 − $2 = $103

KeptFee

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