SCLZ vs. IQM ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to Franklin Intelligent Machines ETF (IQM)
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
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.74
Average Daily Volume
4,362
49
Performance
| Period | SCLZ | IQM |
|---|---|---|
| 30 Days | 0.58% | 7.46% |
| 60 Days | 1.63% | 9.03% |
| 90 Days | 2.59% | 7.71% |
| 12 Months | 42.26% |
SCLZ Overweight 45 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 5.41% | |
| MSFT | F | 4.84% | |
| 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% | |
| ABT | B | 1.75% | |
| MCD | D | 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% | |
| 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% | |
| YUM | B | 1.2% | |
| CBOE | B | 1.16% | |
| HSY | F | 1.09% |
SCLZ Underweight 45 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -13.78% | |
| ISRG | A | -5.7% | |
| AXON | A | -5.49% | |
| TSLA | B | -4.19% | |
| TSM | B | -4.05% | |
| CDNS | B | -3.99% | |
| SNPS | B | -3.87% | |
| ASML | F | -2.85% | |
| PWR | A | -2.63% | |
| AMAT | F | -2.49% | |
| AMD | F | -2.09% | |
| ADSK | A | -1.94% | |
| TER | D | -1.45% | |
| ADI | D | -1.36% | |
| UBER | D | -1.33% | |
| PTC | A | -1.31% | |
| KLAC | D | -1.31% | |
| VMI | B | -1.2% | |
| ALTR | B | -1.2% | |
| LRCX | F | -1.19% | |
| GEV | B | -1.16% | |
| VRT | B | -1.1% | |
| ETN | A | -1.04% | |
| ZBRA | B | -1.02% | |
| AVAV | D | -1.0% | |
| CRWD | B | -0.85% | |
| ROP | B | -0.84% | |
| KEYS | A | -0.8% | |
| PRCT | B | -0.71% | |
| IDXX | F | -0.71% | |
| ENTG | D | -0.65% | |
| BKR | B | -0.55% | |
| IOT | A | -0.53% | |
| TRMB | B | -0.48% | |
| NXPI | D | -0.45% | |
| BSY | D | -0.39% | |
| FSLR | F | -0.36% | |
| PSTG | D | -0.35% | |
| PLTR | B | -0.33% | |
| SITM | B | -0.31% | |
| MCHP | D | -0.3% | |
| FTI | A | -0.26% | |
| OII | B | -0.26% | |
| ALGN | D | -0.22% | |
| MPWR | F | -0.19% |
SCLZ: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
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