SCLZ vs. QTUM ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to Defiance Quantum ETF (QTUM)
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
QTUM
Defiance Quantum ETF
QTUM Description
The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Quantum Computing and Machine Learning Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index or in depositary receipts representing such component securities. The index consists of a modified equal-weighted portfolio of the stock of companies whose products or services are predominantly tied to the development of quantum computing and machine learning technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$68.45
Average Daily Volume
38,983
50
Performance
| Period | SCLZ | QTUM |
|---|---|---|
| 30 Days | 0.58% | 8.84% |
| 60 Days | 1.63% | 11.51% |
| 90 Days | 2.59% | 10.08% |
| 12 Months | 37.45% |
SCLZ Overweight 42 Positions Relative to QTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 4.96% | |
| AVGO | D | 3.47% | |
| JPM | A | 3.37% | |
| LLY | F | 2.99% | |
| UNH | C | 2.86% | |
| V | A | 2.85% | |
| MA | C | 2.49% | |
| HD | A | 2.48% | |
| PG | A | 2.43% | |
| JNJ | D | 2.25% | |
| ORCL | B | 2.18% | |
| CSCO | B | 1.93% | |
| KO | D | 1.89% | |
| MRK | F | 1.83% | |
| INTU | C | 1.81% | |
| PM | B | 1.8% | |
| CAT | B | 1.76% | |
| ABT | B | 1.75% | |
| MCD | D | 1.75% | |
| 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% | |
| ZTS | D | 1.32% | |
| GD | F | 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 43 Positions Relative to QTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSTR | C | -3.19% | |
| QBTS | B | -2.38% | |
| RGTI | C | -2.25% | |
| COHR | B | -2.02% | |
| RDNT | B | -1.9% | |
| IBM | C | -1.72% | |
| WIT | A | -1.71% | |
| MRVL | B | -1.71% | |
| NOC | D | -1.7% | |
| BABA | D | -1.66% | |
| BAH | F | -1.64% | |
| NOK | D | -1.63% | |
| RTX | C | -1.59% | |
| NVDA | C | -1.58% | |
| TSM | B | -1.53% | |
| JNPR | F | -1.49% | |
| HPE | B | -1.43% | |
| ABBV | D | -1.35% | |
| CDNS | B | -1.31% | |
| SNPS | B | -1.28% | |
| BIDU | F | -1.27% | |
| ADI | D | -1.26% | |
| NVEC | C | -1.26% | |
| ON | D | -1.25% | |
| AMD | F | -1.25% | |
| TDC | D | -1.2% | |
| CRUS | D | -1.15% | |
| MKSI | C | -1.14% | |
| LSCC | D | -1.13% | |
| SYNA | C | -1.12% | |
| INTC | D | -1.11% | |
| NXPI | D | -1.09% | |
| KLAC | D | -1.09% | |
| AMAT | F | -1.08% | |
| ESTC | C | -1.07% | |
| ONTO | D | -1.06% | |
| MU | D | -1.05% | |
| MCHP | D | -1.01% | |
| FORM | D | -1.0% | |
| LRCX | F | -1.0% | |
| TER | D | -0.99% | |
| ASML | F | -0.85% | |
| STM | F | -0.81% |
SCLZ: Top Represented Industries & Keywords
QTUM: Top Represented Industries & Keywords
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