SCLZ vs. SFY ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to SoFi Select 500 ETF (SFY)
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
$53.49
Average Daily Volume
1,105
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SFY
SoFi Select 500 ETF
SFY Description
The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth 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. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.Grade (RS Rating)
Last Trade
$20.56
Average Daily Volume
251,459
Number of Holdings
*
489
* may have additional holdings in another (foreign) market
Performance
| Period | SCLZ | SFY |
|---|---|---|
| 30 Days | 0.66% | 0.98% |
| 60 Days | 3.39% | 2.44% |
| 90 Days | 5.84% | 3.49% |
| 12 Months | 35.08% |
10 Overlapping Holdings
SCLZ Overweight 0 Positions Relative to SFY
| Symbol | Grade | Weight |
|---|
SCLZ Underweight 479 Positions Relative to SFY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | D | -15.04% | |
| AMZN | C | -8.7% | |
| META | A | -2.62% | |
| BRK.A | C | -1.81% | |
| GOOGL | D | -1.28% | |
| GOOG | D | -1.23% | |
| CRM | D | -1.19% | |
| MRK | D | -1.12% | |
| TSLA | C | -0.94% | |
| WMT | B | -0.93% | |
| BAC | D | -0.8% | |
| AMD | D | -0.77% | |
| ORCL | B | -0.74% | |
| GE | A | -0.67% | |
| NOW | A | -0.67% | |
| COST | B | -0.54% | |
| PGR | A | -0.52% | |
| NFLX | B | -0.52% | |
| PG | C | -0.51% | |
| WFC | D | -0.5% | |
| KKR | A | -0.5% | |
| PANW | C | -0.49% | |
| IBM | A | -0.48% | |
| XOM | D | -0.48% | |
| JNJ | C | -0.46% | |
| GS | C | -0.44% | |
| HD | A | -0.42% | |
| MS | C | -0.41% | |
| TMUS | C | -0.41% | |
| KO | B | -0.4% | |
| ADBE | F | -0.39% | |
| CRWD | D | -0.34% | |
| UBER | C | -0.34% | |
| PEP | D | -0.32% | |
| AXP | B | -0.32% | |
| ISRG | C | -0.31% | |
| MCD | B | -0.31% | |
| INTU | C | -0.31% | |
| C | D | -0.3% | |
| DIS | D | -0.29% | |
| T | C | -0.29% | |
| CSCO | B | -0.29% | |
| ACN | C | -0.29% | |
| LIN | B | -0.29% | |
| CAT | B | -0.29% | |
| PM | C | -0.28% | |
| BKNG | B | -0.28% | |
| PLD | C | -0.27% | |
| TMO | C | -0.26% | |
| CMCSA | D | -0.26% | |
| BSX | B | -0.26% | |
| CVX | D | -0.25% | |
| ANET | A | -0.25% | |
| SPGI | A | -0.25% | |
| RTX | C | -0.24% | |
| APO | B | -0.24% | |
| AMGN | B | -0.24% | |
| CEG | A | -0.23% | |
| ABT | C | -0.23% | |
| ALL | B | -0.23% | |
| SYK | C | -0.23% | |
| PFE | C | -0.23% | |
| BA | F | -0.22% | |
| PLTR | A | -0.21% | |
| CB | B | -0.21% | |
| SBUX | C | -0.2% | |
| AMAT | D | -0.2% | |
| STZ | D | -0.2% | |
| SQ | D | -0.2% | |
| VRTX | D | -0.19% | |
| TJX | C | -0.19% | |
| QCOM | F | -0.19% | |
| ETN | C | -0.19% | |
| NEE | C | -0.19% | |
| DHR | C | -0.19% | |
| LMT | B | -0.18% | |
| ELV | C | -0.18% | |
| DDOG | D | -0.18% | |
| BLK | B | -0.18% | |
| AMT | C | -0.17% | |
| MDT | C | -0.17% | |
| UNP | C | -0.17% | |
| REGN | C | -0.17% | |
| WDAY | D | -0.17% | |
| MMC | C | -0.17% | |
| TFC | D | -0.17% | |
| HON | D | -0.17% | |
| USB | B | -0.17% | |
| ADP | B | -0.16% | |
| WELL | C | -0.16% | |
| SCHW | D | -0.16% | |
| TXN | C | -0.16% | |
| MDLZ | C | -0.16% | |
| COIN | F | -0.15% | |
| PNC | A | -0.15% | |
| GEV | B | -0.15% | |
| DE | B | -0.15% | |
| TDG | B | -0.15% | |
| BK | A | -0.15% | |
| CVS | F | -0.15% | |
| LOW | A | -0.15% | |
| FCNCA | D | -0.14% | |
| EQIX | B | -0.14% | |
| GPN | D | -0.14% | |
| HCA | A | -0.14% | |
| RCL | A | -0.14% | |
| GILD | B | -0.14% | |
| CI | C | -0.14% | |
| ICE | C | -0.14% | |
| PH | A | -0.14% | |
| SNPS | D | -0.14% | |
| CMG | C | -0.13% | |
| TTD | B | -0.13% | |
| LVS | D | -0.13% | |
| SHW | B | -0.13% | |
| DASH | B | -0.13% | |
| INTC | F | -0.13% | |
| CDNS | D | -0.13% | |
| GD | B | -0.12% | |
| CME | C | -0.12% | |
| ADI | C | -0.12% | |
| CL | C | -0.12% | |
| CTAS | C | -0.12% | |
| MCO | A | -0.12% | |
| BMY | C | -0.12% | |
| NKE | D | -0.12% | |
| BX | B | -0.12% | |
| FSLR | C | -0.12% | |
| AJG | D | -0.12% | |
| FTNT | B | -0.11% | |
| ALNY | C | -0.11% | |
| STE | C | -0.11% | |
| ORLY | D | -0.11% | |
| F | F | -0.11% | |
| DUK | B | -0.11% | |
| VRT | C | -0.11% | |
| KLAC | D | -0.11% | |
| WM | D | -0.11% | |
| MSI | B | -0.11% | |
| SLB | F | -0.11% | |
| BDX | F | -0.11% | |
| ZTS | C | -0.11% | |
| MO | C | -0.11% | |
| TT | A | -0.11% | |
| CCL | C | -0.11% | |
| ACGL | B | -0.11% | |
| PYPL | B | -0.11% | |
| RSG | D | -0.1% | |
| SO | A | -0.1% | |
| ADSK | C | -0.1% | |
| NOC | A | -0.1% | |
| HLT | B | -0.1% | |
| MCK | F | -0.1% | |
| ZS | F | -0.1% | |
| O | C | -0.1% | |
| ROP | C | -0.1% | |
| MU | F | -0.1% | |
| CMI | C | -0.1% | |
| PCAR | D | -0.1% | |
| AON | B | -0.1% | |
| ABNB | D | -0.1% | |
| ECL | A | -0.1% | |
| COP | D | -0.1% | |
| MAR | C | -0.1% | |
| BKR | C | -0.1% | |
| FDX | F | -0.09% | |
| MNST | D | -0.09% | |
| CARR | B | -0.09% | |
| FIS | B | -0.09% | |
| BAX | C | -0.09% | |
| TRV | B | -0.09% | |
| URI | B | -0.09% | |
| VICI | C | -0.09% | |
| APH | C | -0.09% | |
| DHI | C | -0.09% | |
| MET | A | -0.09% | |
| DLR | B | -0.09% | |
| SCCO | D | -0.09% | |
| UPS | F | -0.09% | |
| SNOW | F | -0.09% | |
| MKL | C | -0.09% | |
| ITW | C | -0.09% | |
| TGT | C | -0.09% | |
| LRCX | F | -0.09% | |
| COF | A | -0.09% | |
| SMCI | F | -0.09% | |
| JCI | B | -0.08% | |
| MMM | A | -0.08% | |
| ROST | C | -0.08% | |
| PSA | B | -0.08% | |
| MSCI | C | -0.08% | |
| PODD | B | -0.08% | |
| CSX | D | -0.08% | |
| EXR | B | -0.08% | |
| ARES | A | -0.08% | |
| MRVL | C | -0.08% | |
| APP | B | -0.08% | |
| CINF | C | -0.08% | |
| EBAY | B | -0.07% | |
| AFL | C | -0.07% | |
| HUBS | D | -0.07% | |
| HWM | B | -0.07% | |
| CNC | C | -0.07% | |
| KDP | B | -0.07% | |
| DFS | B | -0.07% | |
| CAH | C | -0.07% | |
| AMP | B | -0.07% | |
| NEM | B | -0.07% | |
| SPG | A | -0.07% | |
| GM | B | -0.07% | |
| CPRT | D | -0.07% | |
| APD | B | -0.07% | |
| PWR | B | -0.07% | |
| GWW | A | -0.07% | |
| AZO | D | -0.07% | |
| CLX | C | -0.07% | |
| LNG | C | -0.07% | |
| FCX | D | -0.07% | |
| FICO | B | -0.07% | |
| XYL | D | -0.07% | |
| LHX | C | -0.07% | |
| PRU | C | -0.07% | |
| MTB | A | -0.07% | |
| TEAM | D | -0.07% | |
| LEN | C | -0.06% | |
| EA | D | -0.06% | |
| CCI | C | -0.06% | |
| KHC | C | -0.06% | |
| VEEV | C | -0.06% | |
| FITB | B | -0.06% | |
| AXON | A | -0.06% | |
| KMB | D | -0.06% | |
| WMB | B | -0.06% | |
| GEHC | C | -0.06% | |
| PSX | D | -0.06% | |
| CHTR | D | -0.06% | |
| KVUE | C | -0.06% | |
| IT | A | -0.06% | |
| DXCM | F | -0.06% | |
| EXC | B | -0.06% | |
| MPWR | C | -0.06% | |
| IQV | D | -0.06% | |
| HUM | F | -0.06% | |
| IDXX | D | -0.06% | |
| MPC | D | -0.06% | |
| EW | F | -0.06% | |
| DKNG | C | -0.06% | |
| PINS | F | -0.06% | |
| STT | B | -0.06% | |
| EMR | D | -0.06% | |
| ARE | C | -0.06% | |
| LYV | B | -0.06% | |
| PCG | B | -0.06% | |
| DAL | C | -0.06% | |
| NET | D | -0.06% | |
| EOG | D | -0.06% | |
| NSC | C | -0.06% | |
| SRE | B | -0.06% | |
| AEP | C | -0.06% | |
| PAYX | C | -0.06% | |
| IR | C | -0.06% | |
| FE | C | -0.05% | |
| CBRE | A | -0.05% | |
| HBAN | B | -0.05% | |
| RBLX | B | -0.05% | |
| SJM | C | -0.05% | |
| A | C | -0.05% | |
| CTSH | C | -0.05% | |
| VMC | D | -0.05% | |
| GIS | B | -0.05% | |
| ZBH | F | -0.05% | |
| ROK | F | -0.05% | |
| WBD | D | -0.05% | |
| WAB | A | -0.05% | |
| VTRS | D | -0.05% | |
| YUM | F | -0.05% | |
| VRSK | D | -0.05% | |
| MLM | D | -0.05% | |
| D | B | -0.05% | |
| HIG | B | -0.05% | |
| MCHP | D | -0.05% | |
| RMD | C | -0.05% | |
| NDAQ | A | -0.05% | |
| OKE | B | -0.05% | |
| OTIS | C | -0.05% | |
| NTRS | B | -0.05% | |
| DOCU | C | -0.05% | |
| IRM | B | -0.05% | |
| KR | C | -0.05% | |
| FAST | C | -0.05% | |
| CTVA | B | -0.05% | |
| ODFL | D | -0.05% | |
| MDB | D | -0.05% | |
| EFX | C | -0.05% | |
| BRO | C | -0.05% | |
| ZM | C | -0.05% | |
| AME | C | -0.05% | |
| RPRX | D | -0.05% | |
| SYY | D | -0.05% | |
| EQR | C | -0.04% | |
| MOH | D | -0.04% | |
| EXPE | C | -0.04% | |
| TTWO | D | -0.04% | |
| HPQ | D | -0.04% | |
| TRU | B | -0.04% | |
| BMRN | F | -0.04% | |
| BR | D | -0.04% | |
| VST | A | -0.04% | |
| HSY | D | -0.04% | |
| PTC | D | -0.04% | |
| ED | C | -0.04% | |
| ROL | C | -0.04% | |
| RJF | C | -0.04% | |
| XEL | B | -0.04% | |
| AVB | C | -0.04% | |
| OXY | F | -0.04% | |
| ERIE | B | -0.04% | |
| CHD | C | -0.04% | |
| FTV | C | -0.04% | |
| AWK | C | -0.04% | |
| DELL | C | -0.04% | |
| UAL | C | -0.04% | |
| GDDY | C | -0.04% | |
| LDOS | B | -0.04% | |
| DECK | D | -0.04% | |
| GLW | B | -0.04% | |
| SYF | C | -0.04% | |
| DOW | D | -0.04% | |
| KMI | A | -0.04% | |
| EIX | C | -0.04% | |
| VLO | F | -0.04% | |
| ANSS | D | -0.04% | |
| HES | D | -0.04% | |
| CSGP | D | -0.04% | |
| EG | C | -0.04% | |
| WTW | C | -0.04% | |
| GRMN | D | -0.04% | |
| PPG | D | -0.04% | |
| AIG | D | -0.04% | |
| HAL | F | -0.04% | |
| ES | C | -0.04% | |
| PEG | A | -0.04% | |
| DD | B | -0.04% | |
| VRSN | D | -0.03% | |
| TDY | C | -0.03% | |
| ULTA | D | -0.03% | |
| INCY | C | -0.03% | |
| DRI | B | -0.03% | |
| SSNC | B | -0.03% | |
| MKC | C | -0.03% | |
| J | C | -0.03% | |
| WST | D | -0.03% | |
| SUI | C | -0.03% | |
| EL | F | -0.03% | |
| K | A | -0.03% | |
| NTAP | D | -0.03% | |
| ALGN | D | -0.03% | |
| LYB | F | -0.03% | |
| TROW | D | -0.03% | |
| KEY | B | -0.03% | |
| DOV | B | -0.03% | |
| BURL | C | -0.03% | |
| ETR | A | -0.03% | |
| TYL | C | -0.03% | |
| TRGP | B | -0.03% | |
| OKTA | F | -0.03% | |
| BIIB | F | -0.03% | |
| ILMN | C | -0.03% | |
| KEYS | C | -0.03% | |
| CPAY | C | -0.03% | |
| MTD | D | -0.03% | |
| ENTG | D | -0.03% | |
| NVR | B | -0.03% | |
| LUV | C | -0.03% | |
| IFF | C | -0.03% | |
| WEC | B | -0.03% | |
| FANG | D | -0.03% | |
| ADM | D | -0.03% | |
| BAH | B | -0.03% | |
| VTR | C | -0.03% | |
| RF | B | -0.03% | |
| VLTO | B | -0.03% | |
| PPL | B | -0.03% | |
| HUBB | A | -0.03% | |
| HPE | D | -0.03% | |
| PHM | B | -0.03% | |
| ON | F | -0.03% | |
| AES | C | -0.03% | |
| MSTR | D | -0.03% | |
| TSCO | C | -0.03% | |
| UDR | C | -0.03% | |
| CFG | C | -0.03% | |
| WRB | C | -0.03% | |
| CDW | D | -0.03% | |
| INVH | C | -0.03% | |
| SBAC | C | -0.03% | |
| CBOE | C | -0.03% | |
| NUE | F | -0.03% | |
| DPZ | D | -0.02% | |
| CSL | B | -0.02% | |
| TFX | C | -0.02% | |
| HST | C | -0.02% | |
| ALB | F | -0.02% | |
| LNT | B | -0.02% | |
| RS | D | -0.02% | |
| LKQ | F | -0.02% | |
| STLD | D | -0.02% | |
| WLK | D | -0.02% | |
| TER | D | -0.02% | |
| DGX | C | -0.02% | |
| JBHT | D | -0.02% | |
| WDC | D | -0.02% | |
| CPB | B | -0.02% | |
| JKHY | C | -0.02% | |
| STX | C | -0.02% | |
| AGR | B | -0.02% | |
| SWKS | F | -0.02% | |
| PAYC | D | -0.02% | |
| CNP | D | -0.02% | |
| MRNA | F | -0.02% | |
| AVY | D | -0.02% | |
| IEX | D | -0.02% | |
| WSM | D | -0.02% | |
| TWLO | C | -0.02% | |
| CE | F | -0.02% | |
| BLDR | C | -0.02% | |
| DOC | C | -0.02% | |
| CAG | C | -0.02% | |
| PFG | B | -0.02% | |
| HRL | D | -0.02% | |
| MGM | D | -0.02% | |
| IP | C | -0.02% | |
| PKG | B | -0.02% | |
| MAS | B | -0.02% | |
| HOLX | C | -0.02% | |
| SNA | C | -0.02% | |
| ATO | B | -0.02% | |
| CNA | D | -0.02% | |
| WPC | C | -0.02% | |
| SWK | B | -0.02% | |
| WY | C | -0.02% | |
| CMS | B | -0.02% | |
| WAT | C | -0.02% | |
| DTE | B | -0.02% | |
| BALL | C | -0.02% | |
| LW | D | -0.02% | |
| GFS | F | -0.02% | |
| DVN | D | -0.02% | |
| AKAM | D | -0.02% | |
| GPC | D | -0.02% | |
| TSN | D | -0.02% | |
| WBA | F | -0.02% | |
| ESS | C | -0.02% | |
| DG | F | -0.02% | |
| MAA | C | -0.02% | |
| FDS | C | -0.02% | |
| AEE | A | -0.02% | |
| BBY | C | -0.02% | |
| DLTR | F | -0.02% | |
| LPLA | F | -0.02% | |
| EXAS | C | -0.02% | |
| TXT | D | -0.02% | |
| OMC | B | -0.02% | |
| MOS | F | -0.01% | |
| CF | C | -0.01% | |
| SNAP | F | -0.01% | |
| EMN | B | -0.01% | |
| KMX | D | -0.01% | |
| SOLV | C | -0.01% | |
| CTRA | D | -0.01% | |
| BG | D | -0.01% | |
| EXPD | C | -0.01% | |
| ENPH | D | -0.01% | |
| BEN | F | -0.01% | |
| ZBRA | B | -0.01% | |
| EPAM | F | -0.01% | |
| QRVO | F | -0.01% | |
| MRO | C | -0.01% | |
| EVRG | B | -0.01% |
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
SFY: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Business Services
Diversified Industrials
Semiconductors
Asset Management
Diagnostics & Research
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Specialty Retail
Aerospace & Defense
Insurance - Property & Casualty
Medical Devices
Medical Instruments & Supplies
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
Biotechnology
Compare ETFs
