SCLZ vs. DIVO ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to Amplify YieldShares CWP Dividend & Option Income ETF (DIVO)
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
$54.50
Average Daily Volume
1,915
49
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
DIVO Description
The investment seeks to provide current income as its primary investment objective and to provide capital appreciation as its secondary investment objective. Under normal circumstances, the fund will invest at least 80% of its total assets in dividend-paying U.S. exchange-traded equity securities ("Equity Securities") and will opportunistically utilize an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on such Equity Securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$41.45
Average Daily Volume
281,592
24
Performance
| Period | SCLZ | DIVO |
|---|---|---|
| 30 Days | 0.53% | -0.37% |
| 60 Days | 0.73% | 2.25% |
| 90 Days | 3.19% | 5.09% |
| 12 Months | 21.60% |
12 Overlapping Holdings
| Symbol | Grade | Weight in SCLZ | Weight in DIVO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.89% | 4.91% | 4.89% | |
| CAT | B | 1.84% | 5.51% | 1.84% | |
| HD | A | 2.38% | 4.96% | 2.38% | |
| HON | A | 1.55% | 4.87% | 1.55% | |
| JPM | A | 3.21% | 5.04% | 3.21% | |
| MCD | D | 1.75% | 1.94% | 1.75% | |
| MRK | F | 1.9% | 1.93% | 1.9% | |
| MSFT | D | 4.89% | 5.01% | 4.89% | |
| PG | C | 2.3% | 4.87% | 2.3% | |
| TJX | A | 1.53% | 2.95% | 1.53% | |
| UNH | B | 2.9% | 5.76% | 2.9% | |
| V | A | 2.76% | 5.7% | 2.76% |
SCLZ Overweight 37 Positions Relative to DIVO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | 5.52% | |
| AVGO | C | 3.81% | |
| LLY | F | 3.24% | |
| MA | A | 2.44% | |
| JNJ | D | 2.25% | |
| ORCL | A | 2.16% | |
| CSCO | B | 1.93% | |
| KO | D | 1.92% | |
| TXN | C | 1.83% | |
| INTU | A | 1.77% | |
| QCOM | F | 1.74% | |
| ACN | C | 1.73% | |
| PEP | F | 1.72% | |
| ABT | B | 1.7% | |
| PM | A | 1.67% | |
| APH | B | 1.54% | |
| ADP | B | 1.54% | |
| DE | D | 1.49% | |
| LMT | D | 1.48% | |
| ITW | B | 1.43% | |
| AON | A | 1.41% | |
| PCAR | B | 1.41% | |
| MMC | C | 1.41% | |
| GD | D | 1.4% | |
| MO | A | 1.4% | |
| SBUX | A | 1.4% | |
| CTAS | B | 1.37% | |
| SNA | A | 1.34% | |
| PAYX | B | 1.3% | |
| MDLZ | F | 1.3% | |
| ZTS | D | 1.29% | |
| CTSH | B | 1.28% | |
| OTIS | D | 1.26% | |
| YUM | D | 1.22% | |
| MSCI | A | 1.2% | |
| CBOE | D | 1.12% | |
| HSY | F | 1.09% |
SCLZ: Top Represented Industries & Keywords
DIVO: Top Represented Industries & Keywords
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