SCLZ vs VOO
Swan Enhanced Dividend Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SCLZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $19M | $979.0B | |
| Dividend Yield | 8.01% | 1.09% | |
| Holdings | 90 | 509 | |
| YTD Return | +4.17% | +13.79% | |
| 1Y Return | +10.10% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 7.9% | 14.1% | |
| Max Drawdown | -12.6% | -34.3% | |
| Fund Family | Swan Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 26, 2024 | Sep 7, 2010 |
SCLZ vs VOO Performance
Swan Enhanced Dividend Income ETF (SCLZ) is a ETF from Swan Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCLZ returned +10.10% while VOO returned +23.01%. Year to date, SCLZ is up 4.17% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.9% for SCLZ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.6% for SCLZ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SCLZ charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, SCLZ currently yields 8.01% against 1.09% for VOO.
Holdings Overlap
SCLZ and VOO share 55 holdings out of 508 unique holdings combined, representing a 53.7% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, SCLZ or VOO?
SCLZ has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, SCLZ or VOO?
Over the past year SCLZ returned +10.10% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SCLZ annualized +9.25% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, SCLZ or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.9% for SCLZ. Worst drawdown: SCLZ -12.6% vs VOO -34.3%.
Should I hold both SCLZ and VOO?
SCLZ and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SCLZ and VOO?
SCLZ and VOO share 55 common holdings with a 53.7% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, SCLZ or VOO?
SCLZ yields 8.01% while VOO yields 1.09%, so SCLZ currently pays the higher dividend yield.
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