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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
SCLZ
$18M
Expense Ratio
BABO
1.00%
Winner
SCLZ
0.79%
Max Drawdown
BABO
64.27%
Winner
SCLZ
14.16%
Sharpe Ratio
BABO
0.10
Winner
SCLZ
1.17
5Y Beta
BABO
0.77
Winner
SCLZ
0.66
P/E Ratio
BABO
N/A
SCLZ
31.15
Forward P/E
BABO
N/A
SCLZ
23.77
PEG Ratio
BABO
N/A
SCLZ
0.52
5Y EPS CAGR
BABO
N/A
SCLZ
28.05%
Debt to Equity
BABO
N/A
SCLZ
2.87%
P/S Ratio
BABO
N/A
SCLZ
5.79
P/B Ratio
BABO
N/A
SCLZ
7.12

BABO vs SCLZ - Holdings Comparison

BABO and SCLZ have 1 common holdings. Overlap is 1.15%

BABO's top 25 holdings weight is 7.14%. SCLZ's top 25 holdings weight is 83.41%.

RankBABOSCLZ
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.14%
APPLE INC (AAPL) - 7.29%
#2N/A
NVIDIA CORP (NVDA) - 7.16%
#3N/A
MICRON TECHNOLOGY INC (MU) - 5.77%
#4N/A
ALPHABET INC CLASS A (GOOGL) - 5.51%
#5N/A
BROADCOM INC (AVGO) - 5.44%
#6N/A
MICROSOFT CORP (MSFT) - 4.39%
#7N/A
ADVANCED MICRO DEVICES INC (AMD) - 4.37%
#8N/A
AMAZON.COM INC (AMZN) - 4.23%
#9N/A
ELI LILLY AND CO (LLY) - 3.80%
#10N/A
META PLATFORMS INC CLASS A (META) - 3.58%
#11N/A
JPMORGAN CHASE & CO (JPM) - 3.39%
#12N/A
CISCO SYSTEMS INC (CSCO) - 3.25%
#13N/A
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12%
#14N/A
JOHNSON & JOHNSON (JNJ) - 2.47%
#15N/A
GE AEROSPACE (GE) - 2.28%
#16N/A
VISA INC CLASS A (V) - 2.25%
#17N/A
EXXON MOBIL CORP (XOM) - 2.17%
#18N/A
TESLA INC (TSLA) - 1.84%
#19N/A
n/a (PLTR) - 1.76%
#20N/A
MASTERCARD INC CLASS A (MA) - 1.75%
#21N/A
ABBVIE INC (ABBV) - 1.74%
#22N/A
WALMART INC (WMT) - 1.63%
#23N/A
CATERPILLAR INC (CAT) - 1.57%
#24N/A
THE HOME DEPOT INC (HD) - 1.36%
#25N/A
RTX CORP (RTX) - 1.29%
Total Holdings198

BABO vs SCLZ - Historical Returns

Returns include dividend reinvestment.

1M
BABO
-7.63%
Winner
SCLZ
+1.43%
3M
BABO
-5.70%
Winner
SCLZ
+5.63%
6M
BABO
-20.82%
Winner
SCLZ
+5.81%
1Y
BABO
+0.71%
Winner
SCLZ
+15.29%
Max(CAGR)
BABO
+12.13%
Winner
SCLZ
+12.48%

BABO vs SCLZ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearBABOSCLZ
2026-20.24%+5.33%
2025+47.30%+11.46%
2024-0.18%+11.88%

BABO vs SCLZ Drawdown Comparison

The maximum drawdown for BABO was -29.33%, occurring on Jun 5, 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 -29.33%. The current SCLZ drawdown is -1.73%.

RankBABOSCLZ
#1-29.33%
Oct 2, 2025 - Jun 5, 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
-3.30%
Dec 16, 2024 - Jan 23, 2025
#7-1.72%
Sep 24, 2024 - Sep 26, 2024
-2.26%
Oct 18, 2024 - Nov 7, 2024
#8-1.49%
Sep 24, 2025 - Sep 29, 2025
-2.21%
Aug 30, 2024 - Sep 13, 2024
#9-1.24%
Aug 13, 2024 - Aug 16, 2024
-2.14%
Jan 12, 2026 - Feb 2, 2026
#10-1.23%
Sep 13, 2024 - Sep 17, 2024
-2.11%
May 21, 2024 - Jun 13, 2024
#11-1.17%
Aug 19, 2024 - Aug 21, 2024
-2.03%
Nov 8, 2024 - Nov 26, 2024
#12-0.79%
Sep 29, 2025 - Oct 1, 2025
-1.73%
Jun 4, 2026 - Jun 5, 2026
#13-0.75%
Oct 2, 2024 - Oct 4, 2024
-1.42%
Oct 8, 2025 - Oct 20, 2025
#14-0.61%
Feb 18, 2025 - Feb 20, 2025
-1.35%
Jul 23, 2025 - Aug 15, 2025
#15-0.23%
Sep 11, 2025 - Sep 15, 2025
-1.24%
Mar 1, 2024 - Mar 12, 2024

Correlation

Correlation between BABO and SCLZ is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2024 - 2026)

BABO vs SCLZ dividend yield comparison.

YearBABOSCLZ
202625.07%3.38%
202585.50%7.53%
202420.65%4.86%

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