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BABO vs SCLZ

Comparison between YIELDMAX(R) BABA OPTION INCOME STRATEGY ETF (BABO, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).

BABO vs SCLZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BABO
$18M
Winner
SCLZ
$18M
Expense Ratio
BABO
1.00%
Winner
SCLZ
0.79%
Max Drawdown
BABO
71.61%
Winner
SCLZ
14.16%
Sharpe Ratio
BABO
-0.11
Winner
SCLZ
1.01
5Y Beta
BABO
0.75
Winner
SCLZ
0.67
P/E Ratio
BABO
N/A
SCLZ
27.31
Forward P/E
BABO
N/A
SCLZ
22.54
PEG Ratio
BABO
N/A
SCLZ
0.30
5Y EPS CAGR
BABO
N/A
SCLZ
26.04%
Debt to Equity
BABO
N/A
SCLZ
6.65%
P/S Ratio
BABO
N/A
SCLZ
4.98
P/B Ratio
BABO
N/A
SCLZ
6.34

BABO vs SCLZ - Holdings Comparison

BABO and SCLZ have 1 common holdings. Overlap is 1.76%

BABO's top 25 holdings weight is 1.76%. SCLZ's top 25 holdings weight is 71.25%.

RankBABOSCLZ
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.76%
MICROSOFT CORP (MSFT) - 6.59%
#2N/A
NVIDIA CORP (NVDA) - 6.04%
#3N/A
APPLE INC (AAPL) - 5.76%
#4N/A
AMAZON.COM INC (AMZN) - 4.13%
#5N/A
BROADCOM INC (AVGO) - 3.62%
#6N/A
JPMORGAN CHASE & CO (JPM) - 3.38%
#7N/A
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.37%
#8N/A
META PLATFORMS INC CLASS A (META) - 3.23%
#9N/A
ADVANCED MICRO DEVICES INC (AMD) - 2.93%
#10N/A
ELI LILLY AND CO (LLY) - 2.74%
#11N/A
MICRON TECHNOLOGY INC (MU) - 2.51%
#12N/A
TESLA INC (TSLA) - 2.35%
#13N/A
CISCO SYSTEMS INC (CSCO) - 2.18%
#14N/A
VISA INC CLASS A (V) - 2.17%
#15N/A
ALPHABET INC CLASS A (GOOGL) - 2.09%
#16N/A
INTEL CORP (INTC) - 2.05%
#17N/A
APPLIED MATERIALS INC (AMAT) - 1.95%
#18N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91%
#19N/A
JOHNSON & JOHNSON (JNJ) - 1.89%
#20N/A
CATERPILLAR INC (CAT) - 1.83%
#21N/A
GE AEROSPACE (GE) - 1.83%
#22N/A
LAM RESEARCH CORP (LRCX) - 1.75%
#23N/A
ALPHABET INC CLASS C (GOOG) - 1.68%
#24N/A
MASTERCARD INC CLASS A (MA) - 1.64%
#25N/A
EXXONMOBIL HOLDINGS CORP (XOM) - 1.63%
Total Holdings1117

BABO vs SCLZ - Historical Returns

Returns include dividend reinvestment.

1M
BABO
+0.96%
Winner
SCLZ
+2.94%
3M
BABO
-7.54%
Winner
SCLZ
+2.44%
6M
BABO
-16.41%
Winner
SCLZ
+9.38%
1Y
BABO
-5.80%
Winner
SCLZ
+14.29%
Max(CAGR)
BABO
+9.14%
Winner
SCLZ
+12.83%

BABO vs SCLZ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearBABOSCLZ
2026-22.56%+9.03%
2025+47.30%+11.46%
2024-0.18%+11.88%

BABO vs SCLZ Drawdown Comparison

The maximum drawdown for BABO was -42.28%, occurring on Jun 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current BABO drawdown is -31.39%. The current SCLZ drawdown is -0.82%.

RankBABOSCLZ
#1-42.28%
Oct 2, 2025 - Jun 26, 2026
-12.58%
Feb 19, 2025 - Jul 3, 2025
#2-29.32%
Mar 17, 2025 - Sep 11, 2025
-7.00%
Feb 2, 2026 - Apr 14, 2026
#3-26.16%
Oct 7, 2024 - Feb 14, 2025
-4.59%
Jul 16, 2024 - Aug 15, 2024
#4-9.05%
Feb 21, 2025 - Mar 17, 2025
-4.22%
Oct 28, 2025 - Dec 22, 2025
#5-6.11%
Aug 23, 2024 - Sep 12, 2024
-4.22%
Mar 28, 2024 - May 15, 2024
#6-1.73%
Sep 17, 2025 - Sep 24, 2025
-3.81%
Jul 14, 2026 - Aug 4, 2026
#7-1.72%
Sep 24, 2024 - Sep 26, 2024
-3.30%
Dec 16, 2024 - Jan 23, 2025
#8-1.49%
Sep 24, 2025 - Sep 29, 2025
-2.73%
Jun 4, 2026 - Jul 6, 2026
#9-1.24%
Aug 13, 2024 - Aug 16, 2024
-2.26%
Oct 18, 2024 - Nov 7, 2024
#10-1.23%
Sep 13, 2024 - Sep 17, 2024
-2.21%
Aug 30, 2024 - Sep 13, 2024
#11-1.17%
Aug 19, 2024 - Aug 21, 2024
-2.14%
Jan 12, 2026 - Feb 2, 2026
#12-0.79%
Sep 29, 2025 - Oct 1, 2025
-2.11%
May 21, 2024 - Jun 13, 2024
#13-0.75%
Oct 2, 2024 - Oct 4, 2024
-2.03%
Nov 8, 2024 - Nov 26, 2024
#14-0.61%
Feb 18, 2025 - Feb 20, 2025
-1.42%
Oct 8, 2025 - Oct 20, 2025
#15-0.23%
Sep 11, 2025 - Sep 15, 2025
-1.41%
Aug 14, 2026 - Aug 20, 2026

Correlation

Correlation between BABO and SCLZ is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (2024 - 2026)

BABO vs SCLZ dividend yield comparison.

YearBABOSCLZ
202642.39%5.47%
202585.50%7.53%
202420.65%4.86%

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