HAPI vs. SCLZ ETF Comparison
Comparison of Harbor Corporate Culture ETF (HAPI) to Swan Enhanced Dividend Income ETF (SCLZ)
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.
Grade (RS Rating)
Last Trade
$34.79
Average Daily Volume
1,567
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SCLZ
Swan Enhanced Dividend Income ETF
SCLZ Description
SCLZ aims to maximize income through a portfolio of US dividend-paying companies combined with a covered call writing strategy. This strategy provides a potential buffer against market volatility, although the reduction is limited to the amount of option premium received. Based on the large- and mid-cap stocks of the OShares Focused Quality Dividend Index, the fund selects 50 names based on a composite score for quality and growth characteristics. The composite score considers quality factors, dividend growth, dividend coverage, and dividend yield. Note some stocks with superior dividend payouts and higher capital appreciation potential may be excluded if option premium potential is too low. Quarterly, constituents are re-ranked based on historic dividend yield and potential capital appreciation, with holdings sold when they are no longer listed. Risk management involves establishing pre-defined exit points for each option to reduce downside exposure while maximizing income.Grade (RS Rating)
Last Trade
$53.58
Average Daily Volume
754
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | HAPI | SCLZ |
---|---|---|
30 Days | 4.88% | -0.66% |
60 Days | 12.10% | 7.38% |
90 Days | 2.86% | 5.10% |
12 Months | 38.31% |
HAPI: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Banks - Global
Consumer Electronics
Credit Services
Drug Manufacturers - Major
Semiconductors
Software - Infrastructure
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Hyperscale
Dow Jones Component
Smartphones
Software
Work From Home
Laptop Computer
Mobile Devices
Operating System
Advertising Network
Application Programming Interface
Auction Based Advertising Program
Display Advertising
Display Advertising Network
IBD 50
Maps
Mobile Software
Mobile Wireless Devices
SCLZ: Top Represented Industries & Keywords
Industries:
Credit Services
Drug Manufacturers - Major
Banks - Global
Consumer Electronics
Health Care Plans
Semiconductors
Software - Infrastructure
Telecom Services
Keywords:
S&P 500
Dow Jones Component
Nasdaq 100
Telecommunications
Broadband
Computing
Credit Card
Debit Card
Depressive Disorder
Ethernet
Internet Access
Operating System
Payment Processing
Payment Solutions
Payment Systems
Smartphones
Work From Home
Access Devices
Adalimumab
Advanced Prostate Cancer