Which is cheaper, ROCY or SCLZ?

ROCY charges 0.35% a year and SCLZ charges 0.79%, so ROCY is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Income ETFs

ROCY vs SCLZ: Dividend Yield & Total Return

ROCY and SCLZ both write options for income.

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Net assets: $884m on Nov 3, 2026 for JPMorgan Equity Premium Yield ETF, and $20m on Jun 30, 2026 for Swan Enhanced Dividend Income ETF.

ROCY on its own →SCLZ on its own →

At a glance

4.8%

ROCY cash paid, since launch, Mar 19, 2026

8.5%

SCLZ cash paid, 1 year

+15.3%

ROCY total return, since launch, Mar 19, 2026

+10.6%

SCLZ total return, 1 year

ROCY · since launch to Nov 4, 2026 1.8 pts behind SPY

ROCY

+15.3%

SPY

+17.1%

1.8 pts behind SPY

ROCY since launch: paid 4.8%, price +10.2%, total +15.3%, SPY +17.1%, −1.8 pts. Data to Nov 4, 2026.

SPY

+17.1%

ROCY

+15.3%

4.8% as cash

1.8 pts behind SPY

Total return, distributions reinvested

1.8 pts behind SPY

ROCY since launch: paid 4.8%, price +10.2%, total +15.3%, SPY +17.1%, −1.8 pts. Data to Nov 4, 2026.

SPY

+17.1%

ROCY

+15.3%

1.8 pts behind SPY

4.8% of it arrived as cash. Total return, distributions reinvested. ROCY since launch: paid 4.8%, price +10.2%, total +15.3%, SPY +17.1%, −1.8 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, 0 to +17.1%. SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

Both charts share one scale, 0 to +17.1%. Data to Nov 4, 2026.

Pair scorecard

ROCY costs 0.44 points a year less.

Points (pts) are percentage points.

ROCY vs SCLZ: Dividend Yield & Total Return
Measure	ROCY	SCLZ
Paid and earned
Measure	ROCY	SCLZ
Total return, 1 year	not published	+10.6%
Price change	rose 10.2% (since Mar 19, 2026)	rose 1.6% (1 year)
Against its benchmark
Measure	ROCY	SCLZ
Benchmark	S&P 500, measured through SPY	S&P 500, measured through SPY
Cost and size
Measure	ROCY	SCLZ
Expense ratio	0.35%	0.79%
Net assets, ROCY as of Nov 3, 2026 and SCLZ as of Jun 30, 2026	$884m	$20m
Holdings
Measure	ROCY	SCLZ
Holdings in common	45%

Method

What they share

45%

By the books each fund has filed, ROCY and SCLZ hold 45% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.

50%

0 half 100%

half

45% in common

Positions both hold · largest shared weight first ROCY SCLZ

APPLE INC COMMON STOCK 7.31% 6.20%

NVIDIA CORP COMMON STOCK 8.20% 6.03%

ALPHABET INC-CL A 4.13% 5.22%

AMAZON.COM INC COMMON 4.16% 3.77%

MICROSOFT CORP COMMON 6.59% 3.74%

META PLATFORMS INC COMMON 2.54% 3.36%

BROADCOM INC COMMON 2.17% 4.74%

MICRON TECHNOLOGY INC 2.11% 7.95%

MASTERCARD INC COMMON 1.88% 1.75%

ABBVIE INC COMMON STOCK 1.58% 1.84%

TESLA INC COMMON STOCK 1.39% 1.81%

ADVANCED MICRO DEVICES 1.34% 5.18%

Only in one fund ↓

Only in ROCY

EXXONMOBIL HOLDINGS CORP 2.01%

ELI LILLY AND COMPANY 1.64%

CSX CORP COMMON STOCK USD 1.22%

BANK OF AMERICA CORP 1.09%

CONOCOPHILLIPS COMMON 0.99%

AMERICAN EXPRESS CO 0.98%

UNITEDHEALTH GROUP INC 0.94%

THERMO FISHER SCIENTIFIC 0.93%

Only in SCLZ

ELI LILLY & COMPANY 3.88%

JP MORGAN CHASE & COMPANY 3.53%

CISCO SYSTEMS INC 3.03%

GE AEROSPACE 2.76%

VISA INC 2.29%

EXXON MOBIL CORP 1.94%

CATERPILLAR INC 1.86%

HOME DEPOT INC (THE) 1.53%

Check overlap with more funds →

Side by side

ROCY JPMorgan Equity Premium Yield ETF · Covered call on SPY, paying monthly SCLZ Swan Enhanced Dividend Income ETF · Dividend stocks with call overlay on SPY, paying monthly

Issuer JPMorgan Swan

Strategy covered call dividend stocks with call overlay

Benchmark S&P 500 (SPY) S&P 500 (SPY)

Pays monthly monthly

Payout rate, annualized 6.6% 8.7%

Expense ratio 0.35% 0.79%

Cash paid, 1 year 4.8% (since launch, Mar 19, 2026) 8.5%

Price change, 1 year +10.2% (since launch, Mar 19, 2026) +1.6%

Total return, 1 year +15.3% (since launch, Mar 19, 2026) +10.6%

Benchmark return, 1 year +17.1% (since launch, Mar 19, 2026) +14.8%

Ahead or behind −1.8 pts (since launch, Mar 19, 2026) −4.2 pts

Return of capital, latest estimate not published not published

Age 230 days 2.7 years

Net assets, ROCY as of Nov 3, 2026 and SCLZ as of Jun 30, 2026 $884m $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: ROCY vs SCLZ: Dividend Yield & Total Return
	Total return		Cash paid		Against the benchmark
Window	ROCY	SCLZ	ROCY	SCLZ	ROCY	SCLZ
3 months	+1.1%	0.0%	1.6%	2.1%	+1.2 pts	+0.2 pts
6 months	+6.5%	+4.4%	3.5%	4.3%	+1.5 pts	−0.6 pts
1 year	–	+10.6%	–	8.5%	–	−4.2 pts
Since launchNot the same days: ROCY Mar 2026 · SCLZ Feb 2024	+15.3%	+35.4%	4.8%	21.2%	−1.9 pts	−20.8 pts

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Alert

About each fund

ROCY

Over the period from its first trade on Mar 19, 2026 to Nov 4, 2026, ROCY paid 4.8% of its starting value in cash distributions while its price rose 10.2%. With every distribution reinvested, the fund returned +15.3%. S&P 500 (SPY) returned +17.1% over the same days, so a holder was behind by 1.8 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 6.6%, paid monthly.

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 is cheaper, ROCY or SCLZ?: ROCY charges 0.35% a year and SCLZ charges 0.79%, so ROCY is cheaper. Fees come from each fund's prospectus.

Other comparisons

ROCY vs JANH ROCY vs ACKY ROCY vs ACSP ROCY vs WDTE SCLZ vs ISPY SCLZ vs BALI SCLZ vs DUBS SCLZ vs IVVW

Where to next

S&P 500 (SPY) →All income ETFs ranked by the Distribution Coverage Score →How the scores are computed →ROCY on its own →SCLZ on its own →ROCY dividend history →ROCY holdings →SCLZ dividend history →SCLZ holdings →Method →Standards and sources →

Sources and dates

ROCY filings on SEC EDGAR ↗

ROCY prospectus with the expense ratio (SEC) ↗

JPMorgan website ↗

SCLZ filings on SEC EDGAR ↗

SCLZ prospectus with the expense ratio (SEC) ↗

Swan website ↗

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

How this is computed

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

Every number is an ETFIQ calculation with distributions reinvested.

Cite this pageCitation, APA and Markdown

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

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.