SCLZ vs VOO

ASCLZ

BVOO

Measures won3–1SCLZ wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income8.34%SCLZ · $834 on $10k

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

Held in common58.4%SCLZ and VOO

SCLZ

VOO

Swan Enhanced Dividend Income E · $19MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

8.34%12-mo yield$834 · $105 on $10k1.05%

−7.0%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins12.8%

3–1SCLZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCLZ · VOO

6.3%AAPL7.4%

6.0%NVDA8.4%

7.1%MSFT5.8%

3.5%AMZN3.7%

Held in common58.4%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.34%	+0.4%	+8.9%	+9.9%	new	new	−7.0%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASCLZ	Swan Enhanced Dividend Income ERead Desk		0.79%	8.34%	+0.4%	+8.9%	+9.9%	new	new	−7.0%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCLZ vs VOO

SCLZ

Swan Enhanced Dividend Income E

[…]

VOO

Vanguard S&P 500

$18,115

MeasureSCLZVOO

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield8.34%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.7%12.8%

3–1measures won
SCLZ first

58.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SCLZ, VOO

Today

58.4%most shared, SCLZ and VOO

SCLZVOO

SCLZ—58.4%

VOO58.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$755most kept, SCLZ

SCLZ$834 − $79 = $755

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee