SCLZ vs. SMOT ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF (SMOT)
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
SMOT
VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF
SMOT Description
VanEck Morningstar SMID Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Morningstar US Small-Mid Cap Moat Focus Index, by using full replication technique. VanEck Morningstar SMID Moat ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$36.84
Average Daily Volume
72,156
104
Performance
| Period | SCLZ | SMOT |
|---|---|---|
| 30 Days | 0.58% | 5.56% |
| 60 Days | 1.63% | 6.66% |
| 90 Days | 2.59% | 8.54% |
| 12 Months | 29.96% |
SCLZ Overweight 47 Positions Relative to SMOT
| 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% | |
| 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% | |
| 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% | |
| MSCI | C | 1.26% | |
| YUM | B | 1.2% | |
| CBOE | B | 1.16% | |
| HSY | F | 1.09% |
SCLZ Underweight 102 Positions Relative to SMOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAD | A | -1.82% | |
| EXPE | B | -1.75% | |
| CCL | B | -1.75% | |
| SQ | B | -1.73% | |
| DFS | B | -1.7% | |
| LYV | A | -1.69% | |
| DASH | A | -1.68% | |
| NCLH | B | -1.66% | |
| COF | B | -1.65% | |
| LPLA | A | -1.62% | |
| CG | A | -1.6% | |
| TPR | B | -1.58% | |
| WH | B | -1.53% | |
| LYFT | C | -1.52% | |
| WCC | B | -1.51% | |
| SEIC | B | -1.47% | |
| ABG | B | -1.46% | |
| NET | B | -1.46% | |
| NI | A | -1.42% | |
| SMG | D | -1.38% | |
| TRU | D | -1.36% | |
| KMX | B | -1.35% | |
| SSNC | B | -1.33% | |
| ALLE | D | -1.3% | |
| CTVA | C | -1.29% | |
| BC | C | -1.28% | |
| OMC | C | -1.27% | |
| DD | D | -1.25% | |
| EMN | D | -1.24% | |
| VEEV | C | -1.22% | |
| SEE | C | -1.21% | |
| HAS | D | -1.18% | |
| LFUS | F | -1.18% | |
| GNTX | C | -1.15% | |
| RVTY | F | -1.13% | |
| CCI | D | -1.1% | |
| WU | D | -1.08% | |
| LYB | F | -1.07% | |
| ST | F | -1.07% | |
| IFF | D | -1.04% | |
| CNC | D | -1.03% | |
| IQV | D | -1.03% | |
| DOW | F | -1.02% | |
| ALSN | B | -0.99% | |
| HII | D | -0.98% | |
| RJF | A | -0.86% | |
| CMA | A | -0.83% | |
| FFIV | B | -0.83% | |
| ADSK | A | -0.79% | |
| TFC | A | -0.79% | |
| ZS | C | -0.77% | |
| ETR | B | -0.75% | |
| JLL | D | -0.75% | |
| WDAY | B | -0.74% | |
| LH | C | -0.74% | |
| INCY | C | -0.74% | |
| GTLS | B | -0.73% | |
| ZM | B | -0.72% | |
| GPN | B | -0.72% | |
| VNT | B | -0.72% | |
| ESTC | C | -0.71% | |
| WEC | A | -0.71% | |
| EVRG | A | -0.69% | |
| RBLX | C | -0.69% | |
| IVZ | B | -0.68% | |
| SMAR | A | -0.67% | |
| DKNG | B | -0.67% | |
| ZBH | C | -0.66% | |
| MAS | D | -0.66% | |
| ROK | B | -0.66% | |
| FBIN | D | -0.64% | |
| RMD | C | -0.64% | |
| HES | B | -0.64% | |
| MKTX | D | -0.64% | |
| POR | C | -0.64% | |
| WMG | C | -0.64% | |
| MAT | D | -0.64% | |
| KVUE | A | -0.63% | |
| BWA | D | -0.63% | |
| AN | C | -0.63% | |
| PINS | D | -0.61% | |
| FTV | C | -0.6% | |
| EFX | F | -0.6% | |
| WYNN | D | -0.59% | |
| MSM | C | -0.59% | |
| GEHC | F | -0.58% | |
| RPRX | D | -0.57% | |
| A | D | -0.56% | |
| DVN | F | -0.54% | |
| KHC | F | -0.54% | |
| CPB | D | -0.54% | |
| IPG | D | -0.54% | |
| TNET | D | -0.53% | |
| DINO | D | -0.53% | |
| CRL | C | -0.52% | |
| BAX | D | -0.51% | |
| MCHP | D | -0.51% | |
| SWKS | F | -0.5% | |
| BBWI | D | -0.48% | |
| TER | D | -0.48% | |
| IONS | F | -0.48% | |
| CE | F | -0.37% |
SCLZ: Top Represented Industries & Keywords
SMOT: Top Represented Industries & Keywords
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