SCLZ vs. BIBL ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to Inspire 100 ETF (BIBL)
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
$54.24
Average Daily Volume
1,765
49
BIBL
Inspire 100 ETF
BIBL Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Inspire 100 Index. The fund generally invests at least 80% of its total assets in the component securities of the Inspire 100 Index. The index provider selects domestic large capitalization equity securities using the index provider's Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.Grade (RS Rating)
Last Trade
$41.69
Average Daily Volume
49,230
100
Performance
| Period | SCLZ | BIBL |
|---|---|---|
| 30 Days | -0.30% | 2.73% |
| 60 Days | 1.39% | 3.96% |
| 90 Days | 2.20% | 4.98% |
| 12 Months | 30.32% |
SCLZ Overweight 43 Positions Relative to BIBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.41% | |
| AAPL | C | 4.96% | |
| MSFT | D | 4.84% | |
| AVGO | D | 3.47% | |
| JPM | A | 3.37% | |
| LLY | F | 2.99% | |
| UNH | B | 2.86% | |
| V | A | 2.85% | |
| MA | B | 2.49% | |
| HD | B | 2.48% | |
| PG | C | 2.43% | |
| JNJ | C | 2.25% | |
| ORCL | A | 2.18% | |
| CSCO | B | 1.93% | |
| KO | D | 1.89% | |
| MRK | D | 1.83% | |
| INTU | B | 1.81% | |
| PM | B | 1.8% | |
| TXN | C | 1.76% | |
| ABT | B | 1.75% | |
| MCD | D | 1.75% | |
| ACN | B | 1.71% | |
| QCOM | F | 1.68% | |
| PEP | F | 1.68% | |
| HON | C | 1.65% | |
| TJX | A | 1.59% | |
| ADP | A | 1.53% | |
| MO | A | 1.49% | |
| SBUX | A | 1.48% | |
| DE | B | 1.48% | |
| LMT | D | 1.44% | |
| ITW | B | 1.43% | |
| MMC | B | 1.43% | |
| AON | A | 1.42% | |
| SNA | A | 1.38% | |
| ZTS | D | 1.32% | |
| GD | D | 1.32% | |
| MDLZ | F | 1.28% | |
| OTIS | C | 1.27% | |
| CTSH | B | 1.23% | |
| YUM | D | 1.2% | |
| CBOE | C | 1.16% | |
| HSY | F | 1.09% |
SCLZ Underweight 94 Positions Relative to BIBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | A | -5.01% | |
| PGR | A | -3.99% | |
| ANET | C | -3.13% | |
| PLD | F | -2.87% | |
| PH | A | -2.34% | |
| KLAC | F | -2.28% | |
| SNPS | B | -2.26% | |
| WELL | A | -2.12% | |
| IBKR | A | -1.89% | |
| EMR | B | -1.88% | |
| FTNT | C | -1.85% | |
| RSG | A | -1.71% | |
| SLB | C | -1.64% | |
| ROP | B | -1.6% | |
| DLR | B | -1.54% | |
| KMI | A | -1.53% | |
| SPG | A | -1.52% | |
| FCX | F | -1.5% | |
| FICO | B | -1.49% | |
| FANG | C | -1.49% | |
| URI | C | -1.45% | |
| ODFL | C | -1.3% | |
| NEM | D | -1.22% | |
| TRGP | A | -1.14% | |
| VRSK | A | -1.06% | |
| VEEV | C | -1.01% | |
| IQV | F | -1.01% | |
| IDXX | F | -0.95% | |
| EXR | C | -0.92% | |
| MCHP | F | -0.92% | |
| NUE | C | -0.9% | |
| RMD | C | -0.89% | |
| FCNCA | A | -0.86% | |
| CSGP | D | -0.85% | |
| ANSS | B | -0.79% | |
| ETR | B | -0.79% | |
| ON | D | -0.77% | |
| EQR | C | -0.75% | |
| MPWR | F | -0.72% | |
| DOV | A | -0.72% | |
| TYL | B | -0.69% | |
| DVN | F | -0.68% | |
| KEYS | A | -0.68% | |
| WST | C | -0.67% | |
| MTD | F | -0.67% | |
| VTR | B | -0.67% | |
| NTAP | C | -0.62% | |
| EME | A | -0.59% | |
| STE | D | -0.57% | |
| BLDR | D | -0.57% | |
| ATO | A | -0.57% | |
| WSO | A | -0.56% | |
| INVH | D | -0.55% | |
| FSLR | F | -0.54% | |
| STLD | B | -0.53% | |
| CSL | C | -0.53% | |
| CMS | C | -0.52% | |
| ARE | F | -0.52% | |
| JBHT | C | -0.5% | |
| NTNX | B | -0.49% | |
| CNP | A | -0.49% | |
| GEN | B | -0.48% | |
| L | A | -0.48% | |
| MOH | F | -0.48% | |
| TER | F | -0.46% | |
| GPC | D | -0.45% | |
| TRMB | B | -0.44% | |
| MANH | D | -0.44% | |
| SUI | C | -0.43% | |
| ENTG | D | -0.41% | |
| INCY | C | -0.39% | |
| UDR | B | -0.39% | |
| NDSN | B | -0.38% | |
| ELS | C | -0.37% | |
| EVRG | A | -0.37% | |
| AGR | A | -0.36% | |
| EPAM | B | -0.36% | |
| OKTA | C | -0.35% | |
| SFM | A | -0.35% | |
| JBL | C | -0.35% | |
| SWKS | F | -0.35% | |
| CAG | F | -0.34% | |
| HST | C | -0.33% | |
| WPC | C | -0.32% | |
| LW | C | -0.31% | |
| ALB | B | -0.3% | |
| SMCI | F | -0.3% | |
| EVR | B | -0.3% | |
| WAL | B | -0.27% | |
| AOS | F | -0.26% | |
| ENPH | F | -0.24% | |
| UWMC | D | -0.24% | |
| TMHC | C | -0.2% | |
| LSCC | D | -0.19% |
SCLZ: Top Represented Industries & Keywords
BIBL: Top Represented Industries & Keywords
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