SCLZ vs. AFLG ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to Active Factor Large Cap ETF (AFLG)
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
$53.64
Average Daily Volume
761
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
AFLG
Active Factor Large Cap ETF
AFLG Description
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by large capitalization companies. The manager defines large capitalization companies as those that, at the time of investment, have a minimum market capitalization equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.Grade (RS Rating)
Last Trade
$33.96
Average Daily Volume
8,147
Number of Holdings
*
247
* may have additional holdings in another (foreign) market
Performance
| Period | SCLZ | AFLG |
|---|---|---|
| 30 Days | 0.31% | 3.06% |
| 60 Days | 4.62% | 6.10% |
| 90 Days | 5.21% | 7.55% |
| 12 Months | 38.52% |
SCLZ Overweight 1 Positions Relative to AFLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | 3.42% |
SCLZ Underweight 238 Positions Relative to AFLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -4.8% | |
| GOOGL | D | -1.95% | |
| AMZN | C | -1.74% | |
| BRK.A | C | -1.58% | |
| META | B | -1.56% | |
| HIG | B | -1.13% | |
| UHS | C | -1.12% | |
| VST | B | -1.12% | |
| QCOM | D | -1.01% | |
| MO | C | -0.94% | |
| COST | C | -0.92% | |
| ELV | D | -0.91% | |
| PG | C | -0.89% | |
| NRG | B | -0.81% | |
| RL | B | -0.8% | |
| AFL | A | -0.78% | |
| JNJ | C | -0.77% | |
| PGR | C | -0.75% | |
| MRK | F | -0.75% | |
| FICO | B | -0.72% | |
| XOM | D | -0.72% | |
| CEG | C | -0.7% | |
| CTAS | C | -0.69% | |
| BK | B | -0.69% | |
| NTAP | D | -0.66% | |
| CL | C | -0.66% | |
| BSX | B | -0.65% | |
| RS | D | -0.63% | |
| MMM | B | -0.62% | |
| NFLX | B | -0.6% | |
| CAT | B | -0.6% | |
| EME | B | -0.59% | |
| WMT | B | -0.58% | |
| PHM | B | -0.58% | |
| PEG | B | -0.57% | |
| FFIV | B | -0.57% | |
| ECL | B | -0.57% | |
| BBY | A | -0.56% | |
| APH | C | -0.56% | |
| MAS | B | -0.56% | |
| FE | B | -0.56% | |
| CMCSA | C | -0.55% | |
| GILD | B | -0.55% | |
| SPG | B | -0.55% | |
| ETN | C | -0.53% | |
| APP | C | -0.53% | |
| SNA | B | -0.53% | |
| FOXA | B | -0.53% | |
| BMY | C | -0.52% | |
| CRM | C | -0.52% | |
| HPQ | C | -0.51% | |
| MAA | C | -0.49% | |
| AOS | B | -0.49% | |
| CMI | B | -0.48% | |
| TT | B | -0.48% | |
| GDDY | C | -0.47% | |
| IBM | B | -0.47% | |
| KR | B | -0.47% | |
| VICI | C | -0.46% | |
| CTSH | B | -0.46% | |
| AMAT | D | -0.43% | |
| GLPI | C | -0.43% | |
| CNA | D | -0.43% | |
| TPR | A | -0.42% | |
| STLD | C | -0.42% | |
| ICE | C | -0.42% | |
| NVR | B | -0.42% | |
| MCK | F | -0.42% | |
| CSCO | B | -0.42% | |
| HST | D | -0.41% | |
| CVX | F | -0.41% | |
| CF | B | -0.41% | |
| CSL | B | -0.41% | |
| TJX | C | -0.39% | |
| KO | B | -0.39% | |
| NUE | D | -0.39% | |
| HSIC | C | -0.39% | |
| AXP | B | -0.39% | |
| HWM | B | -0.39% | |
| LMT | A | -0.38% | |
| DHI | C | -0.38% | |
| CBOE | C | -0.38% | |
| LEN | B | -0.37% | |
| WAB | B | -0.37% | |
| BLDR | C | -0.37% | |
| OGN | D | -0.37% | |
| GRMN | D | -0.36% | |
| PCAR | D | -0.36% | |
| WSM | C | -0.36% | |
| FIS | C | -0.36% | |
| MSI | B | -0.36% | |
| RHI | D | -0.35% | |
| ADBE | F | -0.34% | |
| WU | C | -0.34% | |
| PM | C | -0.34% | |
| OC | C | -0.34% | |
| HLT | B | -0.34% | |
| CMG | D | -0.33% | |
| LOW | B | -0.33% | |
| PKG | B | -0.33% | |
| ERIE | B | -0.32% | |
| TMUS | B | -0.31% | |
| VLO | F | -0.31% | |
| MTCH | C | -0.31% | |
| IP | C | -0.3% | |
| IBKR | B | -0.3% | |
| DVN | F | -0.3% | |
| WELL | C | -0.3% | |
| BRO | C | -0.29% | |
| AIG | D | -0.28% | |
| EVRG | B | -0.28% | |
| EA | D | -0.28% | |
| TRGP | C | -0.27% | |
| MANH | B | -0.27% | |
| ED | B | -0.27% | |
| SOLV | D | -0.26% | |
| LII | C | -0.26% | |
| RF | B | -0.26% | |
| DECK | C | -0.26% | |
| CNC | D | -0.25% | |
| BKNG | B | -0.25% | |
| SWKS | F | -0.25% | |
| EIX | B | -0.24% | |
| ALNY | C | -0.24% | |
| CFG | D | -0.24% | |
| WPC | C | -0.24% | |
| CME | B | -0.23% | |
| SYF | C | -0.23% | |
| ACN | C | -0.23% | |
| FDX | D | -0.23% | |
| VRSN | C | -0.22% | |
| PH | B | -0.22% | |
| VSCO | C | -0.21% | |
| INCY | C | -0.21% | |
| ZM | C | -0.21% | |
| ACGL | B | -0.21% | |
| VTR | C | -0.21% | |
| PPG | C | -0.21% | |
| KEYS | B | -0.21% | |
| BAH | B | -0.2% | |
| SHW | B | -0.2% | |
| MRO | D | -0.2% | |
| HUM | F | -0.19% | |
| JBL | C | -0.19% | |
| AZO | B | -0.19% | |
| TROW | C | -0.19% | |
| CVS | D | -0.19% | |
| L | D | -0.18% | |
| T | B | -0.18% | |
| LKQ | F | -0.18% | |
| NWSA | D | -0.18% | |
| EXPE | C | -0.18% | |
| GE | C | -0.17% | |
| ULTA | D | -0.17% | |
| GL | D | -0.17% | |
| GWW | B | -0.17% | |
| BEN | F | -0.17% | |
| TOL | A | -0.16% | |
| CPT | C | -0.16% | |
| CI | C | -0.16% | |
| EG | B | -0.16% | |
| SYK | C | -0.15% | |
| AIZ | B | -0.15% | |
| SO | B | -0.14% | |
| SCCO | C | -0.14% | |
| BBWI | D | -0.14% | |
| AMP | B | -0.14% | |
| KLAC | D | -0.14% | |
| ANET | C | -0.13% | |
| MPC | F | -0.13% | |
| LDOS | A | -0.13% | |
| DELL | C | -0.13% | |
| IT | C | -0.13% | |
| KHC | C | -0.12% | |
| VRT | C | -0.12% | |
| EBAY | B | -0.11% | |
| RPM | B | -0.11% | |
| SSNC | C | -0.1% | |
| J | A | -0.1% | |
| MOH | D | -0.1% | |
| ETSY | D | -0.1% | |
| EQR | C | -0.1% | |
| RMD | C | -0.1% | |
| CAH | C | -0.1% | |
| SPGI | C | -0.09% | |
| QRVO | F | -0.09% | |
| TEL | D | -0.09% | |
| VTRS | D | -0.09% | |
| CRBG | C | -0.09% | |
| PRU | C | -0.09% | |
| PSX | F | -0.09% | |
| ALL | C | -0.08% | |
| LYB | D | -0.08% | |
| IPG | C | -0.08% | |
| TXT | D | -0.08% | |
| DXC | D | -0.08% | |
| ADM | D | -0.07% | |
| COP | F | -0.07% | |
| BG | F | -0.07% | |
| NXPI | D | -0.06% | |
| IR | B | -0.06% | |
| ORLY | B | -0.06% | |
| ROL | C | -0.06% | |
| WSO | C | -0.06% | |
| KMB | C | -0.06% | |
| DINO | F | -0.06% | |
| DKS | D | -0.05% | |
| EPAM | F | -0.05% | |
| ROST | C | -0.05% | |
| PPL | A | -0.05% | |
| SNPS | F | -0.05% | |
| UTHR | B | -0.05% | |
| WTW | B | -0.05% | |
| ESS | C | -0.05% | |
| DPZ | D | -0.05% | |
| AVB | C | -0.05% | |
| MCO | C | -0.05% | |
| STT | B | -0.05% | |
| TPL | C | -0.05% | |
| UDR | C | -0.05% | |
| ZION | D | -0.05% | |
| CDNS | D | -0.05% | |
| CVNA | B | -0.05% | |
| DASH | B | -0.05% | |
| PSA | C | -0.05% | |
| WBA | F | -0.04% | |
| BWA | C | -0.04% | |
| CDW | D | -0.04% | |
| PFG | B | -0.04% | |
| PINS | D | -0.04% | |
| HOLX | D | -0.04% | |
| AMCR | B | -0.04% | |
| MET | B | -0.04% | |
| IVZ | B | -0.04% | |
| MOS | F | -0.03% | |
| TDG | B | -0.01% | |
| ALLE | B | -0.01% | |
| EQH | C | -0.0% |
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
AFLG: Top Represented Industries & Keywords
Industries:
Specialty Retail
Information Technology Services
Asset Management
Health Care Plans
Diversified Industrials
Drug Manufacturers - Major
Insurance - Diversified
Internet Content & Information
REIT - Residential
Semiconductors
Software - Application
Credit Services
Insurance - Life
Residential Construction
Specialty Chemicals
Utilities - Regulated Electric
Business Services
Insurance - Property & Casualty
Oil & Gas Refining & Marketing
Software - Infrastructure
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