REVS vs. SCLZ ETF Comparison
Comparison of Columbia Research Enhanced Value ETF (REVS) to Swan Enhanced Dividend Income ETF (SCLZ)
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.
Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
10,423
Number of Holdings
*
303
* 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
$54.36
Average Daily Volume
1,700
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | REVS | SCLZ |
|---|---|---|
| 30 Days | 4.40% | 0.42% |
| 60 Days | 6.20% | 1.47% |
| 90 Days | 7.64% | 2.43% |
| 12 Months | 31.68% |
17 Overlapping Holdings
| Symbol | Grade | Weight in REVS | Weight in SCLZ | Overlap | |
|---|---|---|---|---|---|
| ADP | B | 0.1% | 1.53% | 0.1% | |
| CAT | B | 1.8% | 1.76% | 1.76% | |
| CBOE | B | 0.19% | 1.16% | 0.19% | |
| CSCO | B | 3.47% | 1.93% | 1.93% | |
| CTAS | B | 0.04% | 1.37% | 0.04% | |
| JNJ | D | 4.64% | 2.25% | 2.25% | |
| JPM | A | 5.33% | 3.37% | 3.37% | |
| LMT | D | 0.89% | 1.44% | 0.89% | |
| MMC | B | 0.88% | 1.43% | 0.88% | |
| MO | A | 1.11% | 1.49% | 1.11% | |
| OTIS | C | 0.44% | 1.27% | 0.44% | |
| PAYX | C | 0.33% | 1.27% | 0.33% | |
| PCAR | B | 0.65% | 1.42% | 0.65% | |
| PM | B | 2.36% | 1.8% | 1.8% | |
| QCOM | F | 0.17% | 1.68% | 0.17% | |
| SNA | A | 0.2% | 1.38% | 0.2% | |
| TJX | A | 0.64% | 1.59% | 0.64% |
REVS Overweight 286 Positions Relative to SCLZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 3.11% | |
| BAC | A | 2.92% | |
| WFC | A | 2.38% | |
| CVX | A | 1.55% | |
| BMY | B | 1.48% | |
| MDT | D | 1.39% | |
| C | A | 1.25% | |
| DIS | B | 1.23% | |
| CMCSA | B | 1.12% | |
| CI | F | 1.08% | |
| EQIX | A | 1.06% | |
| T | A | 1.05% | |
| UPS | C | 1.03% | |
| TGT | F | 0.84% | |
| UNP | C | 0.82% | |
| CME | A | 0.77% | |
| CSX | B | 0.77% | |
| PCG | A | 0.75% | |
| CRM | B | 0.71% | |
| FDX | B | 0.7% | |
| TT | A | 0.67% | |
| ABBV | D | 0.67% | |
| MMM | D | 0.64% | |
| EXC | C | 0.64% | |
| MSI | B | 0.63% | |
| XEL | A | 0.63% | |
| HCA | F | 0.63% | |
| DHI | D | 0.58% | |
| MCK | B | 0.57% | |
| SPG | B | 0.57% | |
| BK | A | 0.54% | |
| EIX | B | 0.53% | |
| CMI | A | 0.53% | |
| NUE | C | 0.53% | |
| ETR | B | 0.53% | |
| KR | B | 0.48% | |
| DELL | C | 0.48% | |
| LEN | D | 0.47% | |
| GILD | C | 0.45% | |
| EOG | A | 0.44% | |
| MET | A | 0.44% | |
| DAL | C | 0.44% | |
| GIS | D | 0.43% | |
| HPE | B | 0.43% | |
| ROST | C | 0.42% | |
| ALL | A | 0.41% | |
| DTE | C | 0.41% | |
| HPQ | A | 0.41% | |
| AEE | A | 0.41% | |
| PRU | A | 0.41% | |
| PPG | F | 0.41% | |
| CSGP | D | 0.4% | |
| CNC | D | 0.4% | |
| CL | D | 0.4% | |
| SW | A | 0.39% | |
| WAB | B | 0.38% | |
| EBAY | D | 0.37% | |
| HLT | A | 0.36% | |
| KHC | F | 0.34% | |
| MTD | D | 0.33% | |
| ZM | B | 0.33% | |
| MPC | D | 0.32% | |
| KMB | D | 0.32% | |
| UAL | A | 0.32% | |
| PHM | D | 0.32% | |
| LYB | F | 0.31% | |
| NVR | D | 0.31% | |
| FITB | A | 0.3% | |
| ADM | D | 0.3% | |
| REGN | F | 0.3% | |
| STLD | B | 0.3% | |
| SBAC | D | 0.3% | |
| PKG | A | 0.3% | |
| PSX | C | 0.3% | |
| FTV | C | 0.29% | |
| CCL | B | 0.29% | |
| LDOS | C | 0.29% | |
| WY | D | 0.29% | |
| WTW | B | 0.29% | |
| RJF | A | 0.28% | |
| EA | A | 0.28% | |
| NI | A | 0.27% | |
| STT | A | 0.27% | |
| GPN | B | 0.27% | |
| INVH | D | 0.27% | |
| VLO | C | 0.26% | |
| K | A | 0.26% | |
| RS | B | 0.26% | |
| ARE | D | 0.25% | |
| VRTX | F | 0.25% | |
| TROW | B | 0.24% | |
| GEN | B | 0.24% | |
| FCNCA | A | 0.24% | |
| SYF | B | 0.24% | |
| EVRG | A | 0.23% | |
| BAX | D | 0.22% | |
| BLDR | D | 0.22% | |
| CF | B | 0.22% | |
| HOLX | D | 0.22% | |
| SWKS | F | 0.21% | |
| FFIV | B | 0.21% | |
| VRSN | F | 0.21% | |
| CSL | C | 0.2% | |
| OXY | D | 0.2% | |
| THC | D | 0.2% | |
| CVNA | B | 0.2% | |
| NTAP | C | 0.2% | |
| JNPR | F | 0.19% | |
| TWLO | A | 0.19% | |
| TOL | B | 0.19% | |
| RPM | A | 0.19% | |
| VTRS | A | 0.19% | |
| AMAT | F | 0.19% | |
| MAS | D | 0.19% | |
| FANG | D | 0.19% | |
| OC | A | 0.18% | |
| NTNX | A | 0.18% | |
| EPAM | C | 0.18% | |
| AVTR | F | 0.18% | |
| GLPI | C | 0.17% | |
| AES | F | 0.17% | |
| SSNC | B | 0.17% | |
| CAG | D | 0.16% | |
| WPC | D | 0.16% | |
| EME | C | 0.16% | |
| CW | B | 0.16% | |
| ACM | B | 0.16% | |
| HST | C | 0.16% | |
| AMH | D | 0.16% | |
| FTNT | C | 0.16% | |
| AMGN | D | 0.15% | |
| CIEN | B | 0.15% | |
| SWK | D | 0.15% | |
| CAH | B | 0.15% | |
| EXPD | D | 0.15% | |
| L | A | 0.14% | |
| TPR | B | 0.14% | |
| SNX | C | 0.14% | |
| RGA | A | 0.14% | |
| BG | F | 0.14% | |
| MOS | F | 0.13% | |
| BKNG | A | 0.13% | |
| TAP | C | 0.13% | |
| SOLV | C | 0.13% | |
| BLD | D | 0.13% | |
| RPRX | D | 0.13% | |
| CACI | D | 0.13% | |
| EWBC | A | 0.13% | |
| JLL | D | 0.12% | |
| INGR | B | 0.12% | |
| ARMK | B | 0.12% | |
| UNM | A | 0.12% | |
| DKS | C | 0.12% | |
| EG | C | 0.12% | |
| CTRA | B | 0.11% | |
| SF | B | 0.11% | |
| BRX | A | 0.11% | |
| BRBR | A | 0.11% | |
| ALSN | B | 0.11% | |
| AYI | B | 0.11% | |
| QRVO | F | 0.1% | |
| BIIB | F | 0.1% | |
| WYNN | D | 0.1% | |
| BILL | A | 0.1% | |
| AOS | F | 0.1% | |
| JAZZ | B | 0.1% | |
| ACI | C | 0.1% | |
| WCC | B | 0.1% | |
| MGM | D | 0.1% | |
| DCI | B | 0.1% | |
| FHN | A | 0.1% | |
| NNN | D | 0.1% | |
| OKTA | C | 0.1% | |
| AIZ | A | 0.1% | |
| RL | B | 0.1% | |
| SKX | D | 0.09% | |
| FLS | B | 0.09% | |
| G | B | 0.09% | |
| STAG | F | 0.09% | |
| MHK | D | 0.09% | |
| GL | B | 0.09% | |
| CE | F | 0.09% | |
| MRO | B | 0.09% | |
| LECO | B | 0.09% | |
| SEIC | B | 0.08% | |
| R | B | 0.08% | |
| WTFC | A | 0.08% | |
| WSM | B | 0.08% | |
| WH | B | 0.08% | |
| MIDD | C | 0.08% | |
| ZION | B | 0.08% | |
| HRB | D | 0.08% | |
| ESAB | B | 0.08% | |
| KEX | C | 0.08% | |
| CRUS | D | 0.08% | |
| COKE | C | 0.08% | |
| SAIC | F | 0.08% | |
| UGI | A | 0.08% | |
| UTHR | C | 0.07% | |
| PVH | C | 0.07% | |
| DBX | B | 0.07% | |
| MSA | D | 0.07% | |
| THO | B | 0.07% | |
| FOXA | B | 0.07% | |
| FTI | A | 0.07% | |
| SON | D | 0.07% | |
| OLN | D | 0.07% | |
| CRBG | B | 0.07% | |
| NWSA | B | 0.07% | |
| BEN | C | 0.06% | |
| LNC | B | 0.06% | |
| RYN | D | 0.06% | |
| NYT | C | 0.06% | |
| MTG | C | 0.06% | |
| AZO | C | 0.06% | |
| OLED | D | 0.06% | |
| XP | F | 0.06% | |
| CROX | D | 0.06% | |
| AXS | A | 0.06% | |
| COLB | A | 0.06% | |
| WLK | D | 0.06% | |
| KRC | C | 0.06% | |
| GNRC | B | 0.06% | |
| LEA | D | 0.06% | |
| HIW | D | 0.05% | |
| INCY | C | 0.05% | |
| SIRI | C | 0.05% | |
| AMKR | D | 0.05% | |
| GTES | A | 0.05% | |
| SLM | A | 0.05% | |
| OZK | B | 0.05% | |
| BMRN | D | 0.05% | |
| M | D | 0.05% | |
| OGN | D | 0.05% | |
| NEU | C | 0.05% | |
| MRNA | F | 0.05% | |
| AMG | B | 0.05% | |
| MTCH | D | 0.05% | |
| JHG | A | 0.05% | |
| GAP | B | 0.05% | |
| CLF | F | 0.05% | |
| ROKU | D | 0.05% | |
| ASH | D | 0.05% | |
| EXP | A | 0.04% | |
| FOX | A | 0.04% | |
| ALGM | D | 0.04% | |
| CWEN | C | 0.04% | |
| DINO | D | 0.04% | |
| PK | B | 0.04% | |
| EEFT | B | 0.04% | |
| TNL | A | 0.04% | |
| SMG | D | 0.04% | |
| EPR | D | 0.04% | |
| XRAY | F | 0.04% | |
| PRGO | B | 0.04% | |
| SAM | C | 0.03% | |
| WU | D | 0.03% | |
| VIRT | B | 0.03% | |
| PINC | B | 0.03% | |
| CNM | D | 0.03% | |
| AZTA | D | 0.03% | |
| LPX | B | 0.03% | |
| PSTG | D | 0.03% | |
| COLM | B | 0.03% | |
| CWEN | C | 0.02% | |
| REYN | D | 0.02% | |
| ROIV | C | 0.02% | |
| EXAS | D | 0.02% | |
| LEN | D | 0.02% | |
| CIVI | D | 0.02% | |
| CRI | D | 0.02% | |
| TER | D | 0.02% | |
| INFA | D | 0.02% | |
| PPC | C | 0.02% | |
| NWS | A | 0.02% | |
| ADTN | A | 0.02% | |
| BR | A | 0.02% | |
| EXEL | B | 0.01% | |
| SEB | F | 0.01% | |
| CNA | B | 0.01% | |
| PATH | C | 0.01% | |
| LSCC | D | 0.01% | |
| DDS | B | 0.01% | |
| ALNY | D | 0.01% | |
| IONS | F | 0.0% | |
| PLTK | B | 0.0% |
REVS Underweight 32 Positions Relative to SCLZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -5.41% | |
| AAPL | C | -4.96% | |
| MSFT | F | -4.84% | |
| AVGO | D | -3.47% | |
| LLY | F | -2.99% | |
| UNH | C | -2.86% | |
| V | A | -2.85% | |
| MA | C | -2.49% | |
| HD | A | -2.48% | |
| PG | A | -2.43% | |
| ORCL | B | -2.18% | |
| KO | D | -1.89% | |
| MRK | F | -1.83% | |
| INTU | C | -1.81% | |
| TXN | C | -1.76% | |
| ABT | B | -1.75% | |
| MCD | D | -1.75% | |
| ACN | C | -1.71% | |
| PEP | F | -1.68% | |
| HON | B | -1.65% | |
| SBUX | A | -1.48% | |
| DE | A | -1.48% | |
| APH | A | -1.47% | |
| ITW | B | -1.43% | |
| AON | A | -1.42% | |
| ZTS | D | -1.32% | |
| GD | F | -1.32% | |
| MDLZ | F | -1.28% | |
| MSCI | C | -1.26% | |
| CTSH | B | -1.23% | |
| YUM | B | -1.2% | |
| HSY | F | -1.09% |
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Diversified Industrials
Asset Management
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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
Compare ETFs
