Data as of Nov 4, 2026.

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Income ETFs

BIGY vs SCLZ: Dividend Yield & Total Return

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Over the year to Nov 4, 2026, BIGY paid 13.1% of its price in cash against SCLZ’s 8.5%, though SCLZ returned more with it reinvested.

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Net assets: $31m on Nov 3, 2026 for YieldMax Target 12 Big 50 Option Income ETF, and $20m on Jun 30, 2026 for Swan Enhanced Dividend Income ETF.

At a glance
13.1%
BIGY cash paid, 1 year
8.5%
SCLZ cash paid, 1 year
+7.4%
BIGY total return, 1 year
+10.6%
SCLZ total return, 1 year
BIGY · 1 year to Nov 4, 2026 7.4 pts behind SPY
BIGY
+7.4%
SPY
+14.8%

7.4 pts behind SPY

BIGY over 1 year: paid 13.1%, price −6.1%, total +7.4%, SPY +14.8%, −7.4 pts. Data to Nov 4, 2026.

SPY

+14.8%

BIGY

+7.4%

13.1% of it arrived as cash

7.4 pts behind SPY

Total return, distributions reinvested

7.4 pts behind SPY

BIGY over 1 year: paid 13.1%, price −6.1%, total +7.4%, SPY +14.8%, −7.4 pts. Data to Nov 4, 2026.

SPY

+14.8%

BIGY

+7.4%

7.4 pts behind SPY

13.1% of it arrived as cash. Total return, distributions reinvested. BIGY over 1 year: paid 13.1%, price −6.1%, total +7.4%, SPY +14.8%, −7.4 pts. Data to Nov 4, 2026.

Data to Nov 4, 2026.
SCLZ · 1 year to Nov 4, 2026 4.2 pts behind SPY
SCLZ
+10.6%
SPY
+14.8%

4.2 pts behind SPY

SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

SPY

+14.8%

SCLZ

+10.6%

8.5% of it arrived as cash

4.2 pts behind SPY

Total return, distributions reinvested

4.2 pts behind SPY

SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

SPY

+14.8%

SCLZ

+10.6%

8.5% cash

4.2 pts behind SPY

8.5% of it arrived as cash. Both charts share one scale, with zero at the line. SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

Data to Nov 4, 2026.

Pair scorecard

SCLZ costs 0.30 points a year less; their one-year returns differ by 3.2 points.

Points (pts) are percentage points.

BIGY vs SCLZ: Dividend Yield & Total Return
MeasureBIGYSCLZ
Paid and earned
Total return, 1 year+7.4%+10.6%
Price change, 1 yearfell 6.1%rose 1.6%
Return of capital, issuer estimate29% of the Nov 5, 2026 payment
Against its benchmark
BenchmarkS&P 500, measured through SPYS&P 500, measured through SPY
Cost and size
Expense ratio1.09%0.79%
Net assets, BIGY as of Nov 3, 2026 and SCLZ as of Jun 30, 2026$31m$20m
Holdings
Holdings in common61%
ETFIQ Distribution Coverage Score · SCLZ scores higher How much of what it paid out did its total return cover?
IQ Income Score38BIGY71.6SCLZ

How much of its payouts the fund's total return covered, ranked against 167 income ETFs not writing on a single company. 100 is best. How it is computed

0.3, the lowest in this set 99.7, the highest

One year only, and a ratio of two published numbers: it says nothing about where a distribution came from. All income ETFs ranked by it →

Method

What they share

61%

By the books each fund has filed, BIGY and SCLZ hold 61% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 4, 2026.

0 half 100%

half

61% in common

Positions both hold · largest shared weight first BIGY SCLZ
Apple Inc 9.15% 6.20%
NVIDIA Corp 7.62% 6.03%
Alphabet Inc 7.37% 5.22%
Amazon.com Inc 6.70% 3.77%
Microsoft Corp 9.51% 3.74%
Broadcom Inc 3.57% 4.74%
Meta Platforms Inc 3.69% 3.36%
Eli Lilly & Co 3.14% 3.88%
Berkshire Hathaway Inc 2.92% 3.12%
Micron Technology Inc 2.05% 7.95%
Visa Inc 1.92% 2.29%
Advanced Micro Devices Inc 1.86% 5.18%
Only in one fund ↓
Only in BIGY
Space Exploration Technologies Corp 4.31%
JPMORGAN CHASE & CO. 2.22%
ExxonMobil Holdings Corp 1.66%
Procter & Gamble Co 0.91%
UnitedHealth Group Inc 0.87%
Bank of America Corp 0.86%
Oracle Corp 0.84%
Intel Corp 0.72%
Only in SCLZ
JP MORGAN CHASE & COMPANY 3.53%
EXXON MOBIL CORP 1.94%
RTX CORP 1.36%
DEERE & COMPANY 1.18%
UBER TECHNOLOGIES INC 1.12%
DUKE ENERGY CORP 1.01%
LINDE PLC 0.99%
TJX COMPANIES INC (THE) 0.85%
Check overlap with more funds →

Side by side

BIGY YieldMax Target 12 Big 50 Option Income ETF · Synthetic covered call on SPY, paying monthly SCLZ Swan Enhanced Dividend Income ETF · Dividend stocks with call overlay on SPY, paying monthly
Issuer YieldMax Swan
Strategy synthetic covered call dividend stocks with call overlay
Benchmark S&P 500 (SPY) S&P 500 (SPY)
Pays monthly monthly
Payout rate, annualized 11.9% 8.7%
Expense ratio 1.09% 0.79%
Cash paid, 1 year 13.1% 8.5%
Price change, 1 year −6.1% +1.6%
Total return, 1 year +7.4% +10.6%
Benchmark return, 1 year +14.8% +14.8%
Ahead or behind −7.4 pts −4.2 pts
Return of capital, latest estimate 29% not published
Age 2.0 years 2.7 years
Net assets, BIGY as of Nov 3, 2026 and SCLZ as of Jun 30, 2026 $31m $20m

As of Nov 4, 2026. Source: ETFIQ. Cash paid: distributions over the window, as a share of the starting price. Payout rate: the latest payment, annualized, over today’s price.

Window by window

Window by window: BIGY vs SCLZ: Dividend Yield & Total Return
Total returnCash paidAgainst the benchmark
WindowBIGYSCLZBIGYSCLZBIGYSCLZ
3 months−1.2%0.0%3.0%2.1%−1.1 pts+0.2 pts
6 months+2.1%+4.4%6.4%4.3%−2.9 pts−0.6 pts
1 year+7.4%+10.6%13.1%8.5%−7.4 pts−4.2 pts
Since launchNot the same days: BIGY Nov 2024 · SCLZ Feb 2024+26.8%+35.4%23.9%21.2%−5.3 pts−20.8 pts

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About each fund
BIGY

Over the year to Nov 4, 2026, BIGY paid 13.1% of its starting value in cash distributions while its price fell 6.1%. With every distribution reinvested, the fund returned +7.4%. S&P 500 (SPY) returned +14.8% over the same days, so a holder was behind by 7.4 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 11.9%, paid monthly. YieldMax estimates that 29% of the distribution paid Nov 5, 2026 was a return of capital (its 19a-1 notice). That is a tax label, not a measure of erosion.

SCLZ

Over the year to Nov 4, 2026, SCLZ paid 8.5% of its starting value in cash distributions while its price rose 1.6%. With every distribution reinvested, the fund returned +10.6%. S&P 500 (SPY) returned +14.8% over the same days, so a holder was behind by 4.2 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 8.7%, paid monthly.

Questions people ask

Which paid more, BIGY or SCLZ?
Over the year to Nov 4, 2026, BIGY paid 13.1% of its starting price in cash and SCLZ paid 8.5%, so BIGY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, BIGY or SCLZ?
With every distribution reinvested, BIGY returned +7.4% and SCLZ +10.6% over the year to Nov 4, 2026.
Which is cheaper, BIGY or SCLZ?
BIGY charges 1.09% a year and SCLZ charges 0.79%, so SCLZ is cheaper. Fees come from each fund's prospectus.
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Sources and dates

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

It is a place in a set, not a rating or a recommendation.

Overlap adds up the smaller of the two weights for each security both funds hold.

Every number is an ETFIQ calculation with distributions reinvested.

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ETFIQ, BIGY against SCLZ, data as of Nov 4, 2026. https://etfiq.com/compare/income/bigy-vs-sclz

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