SCLZ vs. TECB ETF Comparison
Comparison of Swan Enhanced Dividend Income ETF (SCLZ) to iShares U.S. Tech Breakthrough Multisector ETF (TECB)
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
10
TECB
iShares U.S. Tech Breakthrough Multisector ETF
TECB Description
The fund seeks to track the investment results of the NYSE FactSet U.S. Tech Breakthrough Index (the underlying index), which measures the performance of U.S. listed companies engaged in cutting edge research and development of products and services in the areas of robotics and artificial intelligence, cyber security, cloud and data tech, financial technology, and genomics and immunology. It generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.14
Average Daily Volume
21,781
164
Performance
| Period | SCLZ | TECB |
|---|---|---|
| 30 Days | 0.31% | 3.21% |
| 60 Days | 4.62% | 4.71% |
| 90 Days | 5.21% | 1.45% |
| 12 Months | 40.07% |
SCLZ Underweight 160 Positions Relative to TECB
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | -4.37% | |
| NFLX | B | -4.21% | |
| ORCL | B | -4.19% | |
| CRM | C | -4.06% | |
| AMZN | C | -3.94% | |
| NVDA | C | -3.9% | |
| AMD | C | -3.78% | |
| GOOGL | D | -3.54% | |
| MRK | F | -3.29% | |
| ADBE | F | -3.23% | |
| PANW | D | -3.1% | |
| NOW | C | -2.82% | |
| QCOM | D | -2.7% | |
| TXN | B | -2.67% | |
| ISRG | C | -2.41% | |
| REGN | D | -2.04% | |
| GILD | B | -1.91% | |
| CRWD | D | -1.82% | |
| ADI | C | -1.61% | |
| MELI | C | -1.54% | |
| INTC | D | -1.43% | |
| FTNT | B | -1.39% | |
| EQIX | B | -1.3% | |
| INTU | D | -1.12% | |
| ADSK | B | -0.83% | |
| DLR | B | -0.82% | |
| FI | B | -0.67% | |
| MCHP | D | -0.59% | |
| BAH | B | -0.58% | |
| AME | C | -0.56% | |
| HPQ | C | -0.56% | |
| PYPL | B | -0.54% | |
| SNOW | F | -0.54% | |
| IRM | C | -0.53% | |
| EBAY | B | -0.5% | |
| CPNG | B | -0.45% | |
| ZS | F | -0.44% | |
| AKAM | D | -0.43% | |
| MSTR | C | -0.41% | |
| HUBS | D | -0.41% | |
| ANSS | D | -0.4% | |
| MRNA | F | -0.4% | |
| NTAP | D | -0.4% | |
| TEAM | D | -0.4% | |
| JNPR | A | -0.36% | |
| WDC | C | -0.35% | |
| OKTA | F | -0.34% | |
| GDDY | C | -0.31% | |
| CACI | B | -0.31% | |
| FIS | C | -0.3% | |
| MDB | D | -0.3% | |
| INCY | C | -0.27% | |
| PINS | D | -0.27% | |
| SQ | D | -0.24% | |
| PSTG | F | -0.24% | |
| NTNX | D | -0.23% | |
| COIN | F | -0.22% | |
| SRPT | F | -0.21% | |
| SAIC | C | -0.2% | |
| S | D | -0.18% | |
| VRNS | B | -0.17% | |
| GPN | D | -0.16% | |
| BR | C | -0.16% | |
| TWLO | C | -0.16% | |
| SNAP | D | -0.15% | |
| CPAY | B | -0.14% | |
| EXEL | C | -0.14% | |
| QLYS | D | -0.13% | |
| TENB | F | -0.13% | |
| RVMD | C | -0.11% | |
| LUMN | C | -0.1% | |
| CGNX | F | -0.1% | |
| ETSY | D | -0.1% | |
| BPMC | F | -0.1% | |
| CVLT | B | -0.1% | |
| SSNC | C | -0.1% | |
| LSCC | D | -0.1% | |
| PARA | D | -0.09% | |
| TW | B | -0.09% | |
| BSY | C | -0.09% | |
| DBX | C | -0.09% | |
| GWRE | B | -0.09% | |
| GTLB | D | -0.09% | |
| JKHY | B | -0.08% | |
| AFRM | D | -0.07% | |
| TOST | C | -0.07% | |
| YOU | B | -0.07% | |
| CFLT | F | -0.07% | |
| ALRM | F | -0.07% | |
| ALTR | C | -0.07% | |
| MKTX | D | -0.06% | |
| ACLX | C | -0.06% | |
| RPD | D | -0.06% | |
| CALX | C | -0.06% | |
| PEGA | B | -0.05% | |
| TWST | D | -0.05% | |
| SOFI | D | -0.05% | |
| SLAB | D | -0.05% | |
| INFA | D | -0.05% | |
| WEX | C | -0.05% | |
| BILL | D | -0.04% | |
| OMF | D | -0.04% | |
| BEAM | F | -0.04% | |
| NTLA | F | -0.04% | |
| DOCN | C | -0.04% | |
| IOVA | F | -0.04% | |
| SWTX | F | -0.04% | |
| AI | F | -0.04% | |
| GERN | D | -0.04% | |
| PRGS | A | -0.04% | |
| TDC | D | -0.04% | |
| DVAX | D | -0.03% | |
| EEFT | F | -0.03% | |
| CCCS | D | -0.03% | |
| BCRX | D | -0.03% | |
| FRSH | F | -0.03% | |
| QTWO | C | -0.03% | |
| ATEN | C | -0.03% | |
| NVAX | D | -0.03% | |
| LGND | D | -0.03% | |
| ACIW | B | -0.03% | |
| FOUR | C | -0.03% | |
| FSLY | D | -0.02% | |
| NCNO | F | -0.02% | |
| VIRT | C | -0.02% | |
| BL | D | -0.02% | |
| MTTR | C | -0.02% | |
| AVPT | C | -0.02% | |
| ZUO | F | -0.02% | |
| CWAN | C | -0.02% | |
| UPST | C | -0.02% | |
| INTA | C | -0.02% | |
| SIRI | C | -0.02% | |
| APPN | C | -0.02% | |
| XNCR | D | -0.02% | |
| PTON | C | -0.02% | |
| WK | D | -0.02% | |
| DDD | D | -0.01% | |
| BMBL | F | -0.01% | |
| AVDX | F | -0.01% | |
| BASE | F | -0.01% | |
| PRLB | F | -0.01% | |
| ARCT | D | -0.01% | |
| ALKT | D | -0.01% | |
| PAYO | B | -0.01% | |
| PAR | D | -0.01% | |
| DFIN | D | -0.01% | |
| SYM | D | -0.01% | |
| MQ | F | -0.01% | |
| VMEO | C | -0.01% | |
| VIR | F | -0.01% | |
| VERX | D | -0.01% | |
| ENVA | C | -0.01% | |
| FLYW | F | -0.01% | |
| RCUS | D | -0.01% | |
| CXM | F | -0.01% | |
| LPRO | C | -0.0% | |
| WRLD | D | -0.0% | |
| RPAY | F | -0.0% | |
| DNA | F | -0.0% |
SCLZ: Top Represented Industries & Keywords
TECB: Top Represented Industries & Keywords
Compare ETFs
