VSLU vs. SCLZ ETF Comparison
Comparison of Applied Finance Valuation Large Cap ETF (VSLU) to Swan Enhanced Dividend Income ETF (SCLZ)
VSLU
Applied Finance Valuation Large Cap ETF
VSLU Description
ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Applied Finance Advisors, LLC and Toroso Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of large-cap companies. The fund employs proprietary research to create its portfolio. ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$36.82
Average Daily Volume
18,373
Number of Holdings
*
306
* may have additional holdings in another (foreign) market
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
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | VSLU | SCLZ |
|---|---|---|
| 30 Days | 1.40% | 0.58% |
| 60 Days | 2.99% | 1.63% |
| 90 Days | 4.46% | 2.59% |
| 12 Months | 30.31% |
41 Overlapping Holdings
| Symbol | Grade | Weight in VSLU | Weight in SCLZ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.68% | 4.96% | 4.96% | |
| ABT | B | 0.35% | 1.75% | 0.35% | |
| ACN | C | 0.88% | 1.71% | 0.88% | |
| ADP | B | 0.3% | 1.53% | 0.3% | |
| AON | A | 0.79% | 1.42% | 0.79% | |
| APH | A | 0.13% | 1.47% | 0.13% | |
| AVGO | D | 2.99% | 3.47% | 2.99% | |
| CAT | B | 0.42% | 1.76% | 0.42% | |
| CBOE | B | 0.08% | 1.16% | 0.08% | |
| CTAS | B | 0.12% | 1.37% | 0.12% | |
| CTSH | B | 0.08% | 1.23% | 0.08% | |
| GD | F | 0.12% | 1.32% | 0.12% | |
| GOOGL | C | 6.21% | 5.41% | 5.41% | |
| HD | A | 1.06% | 2.48% | 1.06% | |
| HON | B | 0.27% | 1.65% | 0.27% | |
| HSY | F | 0.13% | 1.09% | 0.13% | |
| ITW | B | 0.16% | 1.43% | 0.16% | |
| JNJ | D | 1.7% | 2.25% | 1.7% | |
| JPM | A | 0.75% | 3.37% | 0.75% | |
| KO | D | 0.5% | 1.89% | 0.5% | |
| LMT | D | 0.29% | 1.44% | 0.29% | |
| MA | C | 4.57% | 2.49% | 2.49% | |
| MCD | D | 0.46% | 1.75% | 0.46% | |
| MDLZ | F | 0.16% | 1.28% | 0.16% | |
| MMC | B | 0.2% | 1.43% | 0.2% | |
| MO | A | 0.23% | 1.49% | 0.23% | |
| MRK | F | 1.88% | 1.83% | 1.83% | |
| MSFT | F | 6.84% | 4.84% | 4.84% | |
| ORCL | B | 1.24% | 2.18% | 1.24% | |
| OTIS | C | 0.27% | 1.27% | 0.27% | |
| PAYX | C | 0.07% | 1.27% | 0.07% | |
| PEP | F | 0.42% | 1.68% | 0.42% | |
| PG | A | 0.85% | 2.43% | 0.85% | |
| PM | B | 0.58% | 1.8% | 0.58% | |
| QCOM | F | 0.38% | 1.68% | 0.38% | |
| SNA | A | 0.05% | 1.38% | 0.05% | |
| TXN | C | 0.49% | 1.76% | 0.49% | |
| UNH | C | 0.88% | 2.86% | 0.88% | |
| V | A | 3.37% | 2.85% | 2.85% | |
| YUM | B | 0.23% | 1.2% | 0.23% | |
| ZTS | D | 0.21% | 1.32% | 0.21% |
VSLU Overweight 265 Positions Relative to SCLZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 6.97% | |
| META | D | 4.13% | |
| AMZN | C | 3.86% | |
| ABBV | D | 1.62% | |
| WMT | A | 1.0% | |
| ADBE | C | 0.99% | |
| FI | A | 0.97% | |
| XOM | B | 0.9% | |
| LOW | D | 0.89% | |
| GILD | C | 0.81% | |
| BKNG | A | 0.78% | |
| BMY | B | 0.78% | |
| MCK | B | 0.67% | |
| AMAT | F | 0.67% | |
| CVX | A | 0.64% | |
| ORLY | B | 0.61% | |
| TMO | F | 0.57% | |
| AXP | A | 0.56% | |
| HLT | A | 0.54% | |
| TMUS | B | 0.5% | |
| AZO | C | 0.49% | |
| MAR | B | 0.48% | |
| COR | B | 0.4% | |
| DELL | C | 0.38% | |
| UNP | C | 0.38% | |
| VZ | C | 0.37% | |
| LRCX | F | 0.35% | |
| SHW | A | 0.34% | |
| KLAC | D | 0.34% | |
| SYK | C | 0.33% | |
| MPC | D | 0.33% | |
| CRM | B | 0.32% | |
| COP | C | 0.32% | |
| VRTX | F | 0.31% | |
| IT | C | 0.3% | |
| HCA | F | 0.3% | |
| IQV | D | 0.29% | |
| SPGI | C | 0.29% | |
| HPQ | B | 0.27% | |
| AMT | D | 0.26% | |
| FIS | C | 0.25% | |
| LULU | C | 0.25% | |
| CSX | B | 0.24% | |
| VLO | C | 0.24% | |
| CMCSA | B | 0.23% | |
| NKE | D | 0.23% | |
| CHTR | C | 0.23% | |
| IBM | C | 0.22% | |
| MCO | B | 0.21% | |
| T | A | 0.21% | |
| FICO | B | 0.21% | |
| CPAY | A | 0.21% | |
| MTD | D | 0.21% | |
| REGN | F | 0.2% | |
| NVR | D | 0.2% | |
| PSX | C | 0.2% | |
| PYPL | B | 0.2% | |
| GM | B | 0.19% | |
| SPG | B | 0.19% | |
| PH | A | 0.19% | |
| EOG | A | 0.19% | |
| ROP | B | 0.19% | |
| DHI | D | 0.18% | |
| CDW | F | 0.18% | |
| STZ | D | 0.18% | |
| MMM | D | 0.17% | |
| URI | B | 0.17% | |
| ADI | D | 0.17% | |
| MDT | D | 0.17% | |
| DPZ | C | 0.16% | |
| TGT | F | 0.16% | |
| FTNT | C | 0.16% | |
| EW | C | 0.15% | |
| ANET | C | 0.15% | |
| MNST | C | 0.15% | |
| TDG | D | 0.15% | |
| MSI | B | 0.15% | |
| PHM | D | 0.14% | |
| CMI | A | 0.14% | |
| NUE | C | 0.14% | |
| RTX | C | 0.14% | |
| BLDR | D | 0.14% | |
| VRSN | F | 0.14% | |
| RCL | A | 0.13% | |
| OMC | C | 0.13% | |
| NXPI | D | 0.13% | |
| CAH | B | 0.13% | |
| TT | A | 0.13% | |
| NOC | D | 0.13% | |
| VLTO | D | 0.13% | |
| GWW | B | 0.12% | |
| MCHP | D | 0.12% | |
| FCX | D | 0.12% | |
| UPS | C | 0.11% | |
| DFS | B | 0.11% | |
| CB | C | 0.11% | |
| ADSK | A | 0.11% | |
| KVUE | A | 0.11% | |
| DAL | C | 0.11% | |
| ELV | F | 0.11% | |
| IDXX | F | 0.11% | |
| ON | D | 0.1% | |
| KR | B | 0.1% | |
| CI | F | 0.1% | |
| SNPS | B | 0.1% | |
| A | D | 0.1% | |
| SYY | B | 0.1% | |
| WAB | B | 0.1% | |
| CDNS | B | 0.1% | |
| STLD | B | 0.09% | |
| IR | B | 0.09% | |
| HPE | B | 0.09% | |
| MAS | D | 0.09% | |
| UAL | A | 0.09% | |
| DVN | F | 0.09% | |
| FANG | D | 0.09% | |
| LDOS | C | 0.09% | |
| RMD | C | 0.09% | |
| HAL | C | 0.08% | |
| FOXA | B | 0.08% | |
| MET | A | 0.08% | |
| PSA | D | 0.08% | |
| ADM | D | 0.08% | |
| ULTA | F | 0.08% | |
| MOH | F | 0.08% | |
| SLB | C | 0.08% | |
| CCI | D | 0.08% | |
| HUM | C | 0.08% | |
| INCY | C | 0.08% | |
| EXPE | B | 0.07% | |
| DVA | B | 0.07% | |
| DG | F | 0.07% | |
| EBAY | D | 0.07% | |
| FDX | B | 0.07% | |
| GEHC | F | 0.07% | |
| KDP | D | 0.07% | |
| ACGL | D | 0.07% | |
| JCI | C | 0.07% | |
| ROST | C | 0.07% | |
| GIS | D | 0.07% | |
| AFL | B | 0.07% | |
| DOV | A | 0.07% | |
| GRMN | B | 0.07% | |
| KEYS | A | 0.06% | |
| PPG | F | 0.06% | |
| MTCH | D | 0.06% | |
| TSCO | D | 0.06% | |
| GPC | D | 0.06% | |
| PNR | A | 0.06% | |
| LYB | F | 0.06% | |
| GLW | B | 0.06% | |
| LEN | D | 0.06% | |
| DECK | A | 0.06% | |
| EA | A | 0.06% | |
| FDS | B | 0.06% | |
| EFX | F | 0.06% | |
| HIG | B | 0.05% | |
| CTRA | B | 0.05% | |
| VRSK | A | 0.05% | |
| DRI | B | 0.05% | |
| MRO | B | 0.05% | |
| GEN | B | 0.05% | |
| CF | B | 0.05% | |
| CCL | B | 0.05% | |
| ALLE | D | 0.05% | |
| NRG | B | 0.05% | |
| MLM | B | 0.05% | |
| GDDY | A | 0.05% | |
| BG | F | 0.05% | |
| CHD | B | 0.05% | |
| KHC | F | 0.05% | |
| SOLV | C | 0.05% | |
| ODFL | B | 0.05% | |
| NTAP | C | 0.05% | |
| BBY | D | 0.05% | |
| ZBH | C | 0.04% | |
| MOS | F | 0.04% | |
| IPG | D | 0.04% | |
| CME | A | 0.04% | |
| ROK | B | 0.04% | |
| APA | D | 0.04% | |
| IP | B | 0.04% | |
| J | F | 0.04% | |
| WRB | A | 0.04% | |
| FAST | B | 0.04% | |
| DOC | D | 0.04% | |
| BR | A | 0.03% | |
| APTV | D | 0.03% | |
| ED | D | 0.03% | |
| JBHT | C | 0.03% | |
| GL | B | 0.03% | |
| VMC | B | 0.03% | |
| AMCR | D | 0.03% | |
| HOLX | D | 0.03% | |
| PEG | A | 0.03% | |
| BALL | D | 0.03% | |
| KMI | A | 0.03% | |
| TROW | B | 0.03% | |
| USB | A | 0.03% | |
| RF | A | 0.03% | |
| SWKS | F | 0.03% | |
| VTRS | A | 0.03% | |
| CNC | D | 0.03% | |
| BWA | D | 0.03% | |
| DXCM | D | 0.03% | |
| LH | C | 0.03% | |
| TRV | B | 0.03% | |
| LW | C | 0.03% | |
| SMCI | F | 0.02% | |
| CPT | B | 0.02% | |
| EXPD | D | 0.02% | |
| XYL | D | 0.02% | |
| ENPH | F | 0.02% | |
| JBL | B | 0.02% | |
| MKC | D | 0.02% | |
| EQR | B | 0.02% | |
| CZR | F | 0.02% | |
| CHRW | C | 0.02% | |
| UDR | B | 0.02% | |
| JNPR | F | 0.02% | |
| CTVA | C | 0.02% | |
| PFG | D | 0.02% | |
| ROL | B | 0.02% | |
| MAA | B | 0.02% | |
| WTW | B | 0.02% | |
| TDY | B | 0.02% | |
| FITB | A | 0.02% | |
| JKHY | D | 0.02% | |
| DLTR | F | 0.02% | |
| HST | C | 0.02% | |
| GNRC | B | 0.02% | |
| IEX | B | 0.02% | |
| RL | B | 0.02% | |
| PKG | A | 0.02% | |
| BBWI | D | 0.02% | |
| AVY | D | 0.02% | |
| ATO | A | 0.01% | |
| HRL | D | 0.01% | |
| LUV | C | 0.01% | |
| CE | F | 0.01% | |
| PAYC | B | 0.01% | |
| FRT | B | 0.01% | |
| WY | D | 0.01% | |
| AOS | F | 0.01% | |
| TXT | D | 0.01% | |
| POOL | C | 0.01% | |
| TECH | D | 0.01% | |
| DOW | F | 0.01% | |
| RVTY | F | 0.01% | |
| TTWO | A | 0.01% | |
| VTR | C | 0.01% | |
| MGM | D | 0.01% | |
| ALGN | D | 0.01% | |
| AVB | B | 0.0% | |
| AIZ | A | 0.0% | |
| EPAM | C | 0.0% | |
| EMN | D | 0.0% | |
| HII | D | 0.0% | |
| FFIV | B | 0.0% | |
| QRVO | F | 0.0% | |
| MHK | D | 0.0% | |
| CAG | D | 0.0% | |
| ESS | B | 0.0% | |
| KIM | A | 0.0% | |
| BK | A | 0.0% |
VSLU: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Semiconductors
Diagnostics & Research
Software - Application
Specialty Retail
Aerospace & Defense
Information Technology Services
Oil & Gas E&P
Health Care Plans
Medical Devices
Packaged Foods
REIT - Residential
Credit Services
Drug Manufacturers - Major
Integrated Shipping & Logistics
Internet Content & Information
Beverages - Soft Drinks
Biotechnology
Building Materials
SCLZ: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Restaurants
Semiconductors
Aerospace & Defense
Beverages - Soft Drinks
Confectioners
Credit Services
Diversified Industrials
Farm & Construction Equipment
Information Technology Services
Insurance Brokers
Software - Infrastructure
Tobacco
Apparel Stores
Banks - Global
Capital Markets
Communication Equipment
Consumer Electronics
Drug Manufacturers - Specialty & Generic
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Pharmaceutical Products
Risk Management
Work From Home
Business Process Outsourcing
CRM
Electronics
Operating System
Smartphones
Animal Health
Beverage Products
Business Process Outsourcing Services
Cloud Computing
Customer Relationship Management
Diabetes
Diagnostic Products
Drink
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