Data as of .
KYLD vs SCLZ: which paid, and which earned it?
KYLD and SCLZ both write options for income.
What they hold in common
By the books each fund has filed, KYLD and SCLZ hold 10% of their money in the same securities at the same weight.
| Holding | KYLD | SCLZ |
|---|---|---|
| Advanced Micro Devices Inc | 6.21% | 5.14% |
| Broadcom Inc | 5.17% | 4.71% |
| Only in KYLD | Only in SCLZ |
|---|---|
| TREASURY BILL 12.96% | MICRON TECHNOLOGY INC 7.89% |
| TREASURY BILL 11.01% | APPLE INC 6.15% |
| Global X Silver Miners ETF 7.09% | NVIDIA CORP 5.99% |
| VanEck Gold Miners ETF/USA 6.38% | ALPHABET INC 5.18% |
| Intel Corp 6.19% | ELI LILLY & COMPANY 3.86% |
| Howmet Aerospace Inc 5.97% | AMAZON.COM INC 3.75% |
| Teradyne Inc 5.77% | MICROSOFT CORP 3.71% |
| BWX Technologies Inc 5.38% | JP MORGAN CHASE & COMPANY 3.50% |
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 May 31, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| KYLD | SCLZ | KYLD | SCLZ | KYLD | SCLZ | |
| 3 months | −6.3% | +2.9% | 5.6% | 2.1% | −8.5 pts | −3.6 pts |
| 6 months | +24.4% | +14.2% | 14.1% | 3.8% | +6.4 pts | +1.6 pts |
| 1 year | not published | +13.2% | not published | 8.4% | not published | −14.0 pts |
| Since launch | +2.0% | +36.5% | 20.9% | 19.6% | −10.9 pts | −6.3 pts |
| KYLD Kurv High Income ETF Option income on SPY, paying weekly | SCLZ Swan Enhanced Dividend Income ETF Dividend stocks with call overlay on SCHD, paying monthly | |
|---|---|---|
| Issuer | Kurv | Swan |
| Strategy | option income | 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 | weekly | monthly |
| Payout rate, annualized | 25.6% | 8.5% |
| Expense ratio | 1.00% | 0.79% |
| Cash paid, 1 year | 20.9% (since launch on Oct 31, 2025) | 8.4% |
| Price change, 1 year | −20.5% | +4.1% |
| Total return, 1 year | +2.0% (since launch on Oct 31, 2025) | +13.2% |
| Benchmark return, 1 year | +12.9% | +27.2% |
| Ahead or behind | −10.9 pts | −14.0 pts |
| Return of capital, latest estimate | 100% | not published |
| Age | 322 days | 934 days |
| Net assets | $49m | $20m |
KYLD in plain words
Over the period since launch on Oct 31, 2025 to Sep 18, 2026, KYLD paid 20.9% of its starting value in cash distributions while its price fell 20.5%. With every distribution reinvested, the fund returned +2.0%. S&P 500 (SPY), used as a default proxy returned +12.9% over the same days, so a holder was behind by 10.9 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 25.6%, paid weekly. Kurv estimates that 100% of the distribution paid Sep 3, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).
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 is cheaper, KYLD or SCLZ?
- KYLD charges 1.00% a year and SCLZ charges 0.79%, so SCLZ 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, KYLD against SCLZ, data as of Sep 18, 2026. https://etfiq.com/compare/income/kyld-vs-sclz Free to use with attribution; the underlying files are at Open data.