Data as of .
FTHI vs SCLZ: which paid, and which earned it?
Over the year FTHI paid 8.9% of its price in cash against SCLZ’s 8.4%, though SCLZ returned more with it reinvested.
ETFIQ Return Stability Score: FTHI scores higher
Was the payout funded by returns, or by your own capital?
A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed
What they hold in common
By the books each fund has filed, FTHI and SCLZ hold 42% of their money in the same securities at the same weight.
| Holding | FTHI | SCLZ |
|---|---|---|
| Apple Inc. | 7.75% | 6.15% |
| NVIDIA Corporation | 6.90% | 5.99% |
| Microsoft Corporation | 2.94% | 3.71% |
| JPMorgan Chase & Co. | 2.67% | 3.50% |
| Amazon.com, Inc. | 2.53% | 3.75% |
| Alphabet Inc. (Class A) | 2.41% | 5.18% |
| Broadcom Inc. | 2.01% | 4.71% |
| Meta Platforms, Inc. (Class A) | 1.31% | 3.34% |
| Cisco Systems, Inc. | 1.26% | 3.01% |
| Johnson & Johnson | 1.11% | 2.41% |
| Micron Technology, Inc. | 1.10% | 7.89% |
| AbbVie Inc. | 1.04% | 1.82% |
| Only in FTHI | Only in SCLZ |
|---|---|
| US Dollar 5.90% | BERKSHIRE HATHAWAY INC 3.10% |
| Dell Technologies Inc. (Class C) 2.52% | VISA INC 2.27% |
| Bank of America Corporation 2.22% | EXXON MOBIL CORP 1.92% |
| ASML Holding N.V. (New York Registry Sha 2.17% | MASTERCARD INC 1.74% |
| Alphabet Inc. (Class C) 1.74% | HOME DEPOT INC (THE) 1.51% |
| Gilead Sciences, Inc. 1.27% | DEERE & COMPANY 1.17% |
| Fortinet, Inc. 1.25% | UBER TECHNOLOGIES INC 1.11% |
| ExxonMobil Holdings Corp. 1.09% | WELLTOWER INC 0.82% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| FTHI | SCLZ | FTHI | SCLZ | FTHI | SCLZ | |
| 3 months | +1.7% | +2.9% | 2.2% | 2.1% | −0.6 pts | −3.6 pts |
| 6 months | +9.8% | +14.2% | 4.6% | 3.8% | −8.2 pts | +1.6 pts |
| 1 year | +9.7% | +13.2% | 8.9% | 8.4% | −6.9 pts | −14.0 pts |
| 3 years | +47.9% | not published | 28.9% | not published | −30.5 pts | not published |
| Since launch | +156.3% | +36.5% | 82.6% | 19.6% | −257.8 pts | −6.3 pts |
| FTHI First Trust BuyWrite Income ETF Covered call on SPY, paying monthly | SCLZ Swan Enhanced Dividend Income ETF Dividend stocks with call overlay on SCHD, paying monthly | |
|---|---|---|
| Issuer | First Trust | Swan |
| Strategy | covered call | dividend stocks with call overlay |
| Benchmark | S&P 500 (SPY), used as a default proxy | US dividend stocks (SCHD), used as the dividend proxy |
| Pays | monthly | monthly |
| Payout rate, annualized | 9.0% | 8.5% |
| Expense ratio | 0.75% | 0.79% |
| Cash paid, 1 year | 8.9% | 8.4% |
| Price change, 1 year | +0.3% | +4.1% |
| Total return, 1 year | +9.7% | +13.2% |
| Benchmark return, 1 year | +16.6% | +27.2% |
| Ahead or behind | −6.9 pts | −14.0 pts |
| Return of capital, latest estimate | not published | not published |
| Age | 4637 days | 934 days |
| Net assets | $2.5bn | $20m |
FTHI in plain words
Over the year to Sep 18, 2026, FTHI paid 8.9% of its starting value in cash distributions while its price rose 0.3%. With every distribution reinvested, the fund returned +9.7%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 6.9 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 9.0%, paid monthly.
SCLZ in plain words
Over the year to Sep 18, 2026, SCLZ paid 8.4% of its starting value in cash distributions while its price rose 4.1%. With every distribution reinvested, the fund returned +13.2%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 14.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.5%, paid monthly.
Questions people ask
- Which paid more, FTHI or SCLZ?
- Over the year to Sep 18, 2026, FTHI paid 8.9% of its starting price in cash and SCLZ paid 8.4%, so FTHI paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, FTHI or SCLZ?
- With every distribution reinvested, FTHI returned +9.7% and SCLZ returned +13.2% over the year to Sep 18, 2026, so SCLZ returned more.
- Which is cheaper, FTHI or SCLZ?
- FTHI charges 0.75% a year and SCLZ charges 0.79%, so FTHI is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, FTHI against SCLZ, data as of Sep 18, 2026. https://etfiq.com/compare/income/fthi-vs-sclz Free to use with attribution; the underlying files are at Open data.