Data as of .
SCLZ vs XIMR: which paid, and which earned it?
Over the year SCLZ paid 8.4% of its price in cash against XIMR’s 6.7%, and returned more with it reinvested.
ETFIQ Return Stability Score: XIMR 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, SCLZ and XIMR hold 0% of their money in the same securities at the same weight.
| Only in SCLZ | Only in XIMR |
|---|---|
| MICRON TECHNOLOGY INC 7.89% | 2027-03-19 State Street® SPDR® S&P 500® 114.57% |
| APPLE INC 6.15% | 2027-03-19 State Street® SPDR® S&P 500® 1.15% |
| NVIDIA CORP 5.99% | US Dollar 0.78% |
| ALPHABET INC 5.18% | U.S. Treasury Bill, 0%, due 10/01/2026 0.60% |
| ADVANCED MICRO DEVICES INC 5.14% | U.S. Treasury Bill, 0%, due 10/29/2026 0.60% |
| BROADCOM INC 4.71% | U.S. Treasury Bill, 0%, due 01/21/2027 0.59% |
| ELI LILLY & COMPANY 3.86% | U.S. Treasury Bill, 0%, due 02/18/2027 0.59% |
| AMAZON.COM INC 3.75% | U.S. Treasury Bill, 0%, due 03/18/2027 0.59% |
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 | |||
|---|---|---|---|---|---|---|
| SCLZ | XIMR | SCLZ | XIMR | SCLZ | XIMR | |
| 3 months | +2.9% | +1.5% | 2.1% | 1.8% | −3.6 pts | −0.8 pts |
| 6 months | +14.2% | +5.0% | 3.8% | 3.1% | +1.6 pts | −13.1 pts |
| 1 year | +13.2% | +7.5% | 8.4% | 6.7% | −14.0 pts | −9.1 pts |
| Since launch | +36.5% | +19.2% | 19.6% | 16.2% | −6.3 pts | −32.9 pts |
| SCLZ Swan Enhanced Dividend Income ETF Dividend stocks with call overlay on SCHD, paying monthly | XIMR FT Vest U.S. Equity Buffer & Premium Income ETF - March Buffer with income on SPY, paying monthly | |
|---|---|---|
| Issuer | Swan | First Trust |
| Strategy | dividend stocks with call overlay | buffer with income |
| Benchmark | US dividend stocks (SCHD), used as the dividend proxy | S&P 500 (SPY) |
| Pays | monthly | monthly |
| Payout rate, annualized | 8.5% | 7.3% |
| Expense ratio | 0.79% | 0.85% |
| Cash paid, 1 year | 8.4% | 6.7% |
| Price change, 1 year | +4.1% | +0.5% |
| Total return, 1 year | +13.2% | +7.5% |
| Benchmark return, 1 year | +27.2% | +16.6% |
| Ahead or behind | −14.0 pts | −9.1 pts |
| Return of capital, latest estimate | not published | not published |
| Age | 934 days | 913 days |
| Net assets | $20m | $27m |
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.
XIMR in plain words
Over the year to Sep 18, 2026, XIMR paid 6.7% of its starting value in cash distributions while its price rose 0.5%. With every distribution reinvested, the fund returned +7.5%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 9.1 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.3%, paid monthly.
Questions people ask
- Which paid more, SCLZ or XIMR?
- Over the year to Sep 18, 2026, SCLZ paid 8.4% of its starting price in cash and XIMR paid 6.7%, so SCLZ paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, SCLZ or XIMR?
- With every distribution reinvested, SCLZ returned +13.2% and XIMR returned +7.5% over the year to Sep 18, 2026, so SCLZ returned more.
- Which is cheaper, SCLZ or XIMR?
- SCLZ charges 0.79% a year and XIMR charges 0.85%, 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, SCLZ against XIMR, data as of Sep 18, 2026. https://etfiq.com/compare/income/sclz-vs-ximr Free to use with attribution; the underlying files are at Open data.