EATZ vs. SCLZ ETF Comparison
Comparison of AdvisorShares Restaurant ETF (EATZ) to Swan Enhanced Dividend Income ETF (SCLZ)
EATZ
AdvisorShares Restaurant ETF
EATZ Description
The investment seeks long-term capital appreciation. The fund is an actively managed ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the restaurant business. It invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ADRs. The fund will concentrate at least 25% of its investments in the Hotels, Restaurants & Leisure Industry within the Consumer Discretionary Sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.39
Average Daily Volume
2,004
21
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
Performance
| Period | EATZ | SCLZ |
|---|---|---|
| 30 Days | 9.34% | 0.58% |
| 60 Days | 10.97% | 1.63% |
| 90 Days | 13.58% | 2.59% |
| 12 Months | 41.91% |
EATZ Overweight 19 Positions Relative to SCLZ
EATZ Underweight 47 Positions Relative to SCLZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -5.41% | |
| AAPL | C | -4.96% | |
| MSFT | F | -4.84% | |
| 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% | |
| TXN | C | -1.76% | |
| ABT | B | -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% | |
| APH | A | -1.47% | |
| LMT | D | -1.44% | |
| 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% | |
| CBOE | B | -1.16% | |
| HSY | F | -1.09% |
EATZ: Top Represented Industries & Keywords
SCLZ: Top Represented Industries & Keywords
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