SCLZ vs. PWB ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to PowerShares Dynamic LargeCap Growth (PWB)
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
PWB
PowerShares Dynamic LargeCap Growth
PWB Description
The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks to provide capital appreciation while maintaining consistent stylistically accurate exposure. The Style Intellidexes apply a rigorous 10-factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$104.86
Average Daily Volume
20,153
50
Performance
| Period | SCLZ | PWB |
|---|---|---|
| 30 Days | 0.58% | 4.71% |
| 60 Days | 1.63% | 6.46% |
| 90 Days | 2.59% | 10.09% |
| 12 Months | 39.80% |
10 Overlapping Holdings
SCLZ Overweight 39 Positions Relative to PWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 3.47% | |
| JPM | A | 3.37% | |
| UNH | C | 2.86% | |
| HD | A | 2.48% | |
| PG | A | 2.43% | |
| JNJ | D | 2.25% | |
| CSCO | B | 1.93% | |
| 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% | |
| ACN | C | 1.71% | |
| QCOM | F | 1.68% | |
| PEP | F | 1.68% | |
| HON | B | 1.65% | |
| TJX | A | 1.59% | |
| ADP | B | 1.53% | |
| MO | A | 1.49% | |
| SBUX | A | 1.48% | |
| DE | A | 1.48% | |
| LMT | D | 1.44% | |
| ITW | B | 1.43% | |
| MMC | B | 1.43% | |
| PCAR | B | 1.42% | |
| AON | A | 1.42% | |
| SNA | A | 1.38% | |
| ZTS | D | 1.32% | |
| MDLZ | F | 1.28% | |
| PAYX | C | 1.27% | |
| OTIS | C | 1.27% | |
| MSCI | C | 1.26% | |
| CTSH | B | 1.23% | |
| YUM | B | 1.2% | |
| CBOE | B | 1.16% | |
| HSY | F | 1.09% |
SCLZ Underweight 40 Positions Relative to PWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRM | B | -3.82% | |
| AMZN | C | -3.72% | |
| NFLX | A | -3.67% | |
| TMUS | B | -3.55% | |
| NVDA | C | -3.49% | |
| META | D | -3.39% | |
| COST | B | -3.1% | |
| ADBE | C | -2.84% | |
| SPOT | B | -1.84% | |
| FICO | B | -1.77% | |
| BKNG | A | -1.67% | |
| FTNT | C | -1.62% | |
| KKR | A | -1.61% | |
| ETN | A | -1.6% | |
| GWW | B | -1.59% | |
| PWR | A | -1.56% | |
| TT | A | -1.52% | |
| HWM | A | -1.52% | |
| HLT | A | -1.5% | |
| CEG | D | -1.5% | |
| MSI | B | -1.49% | |
| AXP | A | -1.48% | |
| IR | B | -1.48% | |
| ANET | C | -1.46% | |
| BSX | B | -1.43% | |
| ALL | A | -1.38% | |
| WM | A | -1.38% | |
| PGR | A | -1.37% | |
| NU | C | -1.35% | |
| SPGI | C | -1.32% | |
| TDG | D | -1.32% | |
| RSG | A | -1.32% | |
| MCO | B | -1.3% | |
| ECL | D | -1.3% | |
| SCCO | F | -1.25% | |
| AMAT | F | -1.24% | |
| MELI | D | -1.2% | |
| CL | D | -1.13% | |
| KLAC | D | -1.04% | |
| MPWR | F | -0.8% |
SCLZ: Top Represented Industries & Keywords
PWB: Top Represented Industries & Keywords
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