SCLZ vs. LEGR ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to First Trust Indxx Innovative Transaction & Process ETF (LEGR)
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
$54.45
Average Daily Volume
1,700
49
LEGR
First Trust Indxx Innovative Transaction & Process ETF
LEGR Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Indxx Blockchain Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies that are either actively using, investing in, developing, or have products that are poised to benefit from blockchain technology and/or the potential for increased efficiency that it provides to various business processes.Grade (RS Rating)
Last Trade
$46.72
Average Daily Volume
9,893
52
Performance
| Period | SCLZ | LEGR |
|---|---|---|
| 30 Days | 0.58% | -0.30% |
| 60 Days | 1.63% | 1.48% |
| 90 Days | 2.59% | 3.67% |
| 12 Months | 24.29% |
12 Overlapping Holdings
| Symbol | Grade | Weight in SCLZ | Weight in LEGR | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 1.71% | 1.36% | 1.36% | |
| CSCO | B | 1.93% | 0.87% | 0.87% | |
| CTSH | B | 1.23% | 1.35% | 1.23% | |
| HD | A | 2.48% | 0.8% | 0.8% | |
| HON | B | 1.65% | 1.47% | 1.47% | |
| JPM | A | 3.37% | 0.87% | 0.87% | |
| LMT | D | 1.44% | 0.7% | 0.7% | |
| MA | C | 2.49% | 1.38% | 1.38% | |
| MSFT | F | 4.84% | 1.29% | 1.29% | |
| ORCL | B | 2.18% | 1.57% | 1.57% | |
| V | A | 2.85% | 0.8% | 0.8% | |
| ZTS | D | 1.32% | 1.22% | 1.22% |
SCLZ Overweight 37 Positions Relative to LEGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.41% | |
| AAPL | C | 4.96% | |
| AVGO | D | 3.47% | |
| LLY | F | 2.99% | |
| UNH | C | 2.86% | |
| PG | A | 2.43% | |
| JNJ | D | 2.25% | |
| KO | D | 1.89% | |
| MRK | F | 1.83% | |
| INTU | C | 1.81% | |
| PM | B | 1.8% | |
| CAT | B | 1.76% | |
| TXN | C | 1.76% | |
| ABT | B | 1.75% | |
| MCD | D | 1.75% | |
| QCOM | F | 1.68% | |
| PEP | F | 1.68% | |
| TJX | A | 1.59% | |
| ADP | B | 1.53% | |
| MO | A | 1.49% | |
| SBUX | A | 1.48% | |
| DE | A | 1.48% | |
| APH | A | 1.47% | |
| ITW | B | 1.43% | |
| MMC | B | 1.43% | |
| PCAR | B | 1.42% | |
| AON | A | 1.42% | |
| SNA | A | 1.38% | |
| CTAS | B | 1.37% | |
| GD | F | 1.32% | |
| MDLZ | F | 1.28% | |
| PAYX | C | 1.27% | |
| OTIS | C | 1.27% | |
| MSCI | C | 1.26% | |
| YUM | B | 1.2% | |
| CBOE | B | 1.16% | |
| HSY | F | 1.09% |
SCLZ Underweight 40 Positions Relative to LEGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| JD | D | -1.75% | |
| CRM | B | -1.71% | |
| INTC | D | -1.65% | |
| NVDA | C | -1.63% | |
| PYPL | B | -1.6% | |
| MU | D | -1.5% | |
| TSM | B | -1.46% | |
| WIT | A | -1.44% | |
| AMZN | C | -1.44% | |
| T | A | -1.4% | |
| BIDU | F | -1.37% | |
| IBM | C | -1.35% | |
| BABA | D | -1.35% | |
| IBN | C | -1.33% | |
| INFY | B | -1.26% | |
| AMD | F | -1.21% | |
| TSLA | B | -1.11% | |
| WFC | A | -1.07% | |
| GS | A | -0.92% | |
| BAC | A | -0.89% | |
| C | A | -0.89% | |
| BCS | C | -0.86% | |
| AXP | A | -0.84% | |
| BK | A | -0.84% | |
| MET | A | -0.82% | |
| WMT | A | -0.82% | |
| HSBH | B | -0.8% | |
| KR | B | -0.78% | |
| CME | A | -0.78% | |
| WDAY | B | -0.77% | |
| NOK | D | -0.76% | |
| HDB | C | -0.76% | |
| AIG | B | -0.76% | |
| RIO | D | -0.75% | |
| F | C | -0.75% | |
| VZ | C | -0.72% | |
| SPGI | C | -0.72% | |
| LYG | F | -0.69% | |
| BA | F | -0.67% | |
| ING | F | -0.65% |
SCLZ: Top Represented Industries & Keywords
LEGR: Top Represented Industries & Keywords
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