DIVD vs SCLZ
Comparison between ALTRIUS GLOBAL DIVIDEND ETF (DIVD, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
DIVD vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVD
$18M
SCLZ
$18M
Expense Ratio
Winner
DIVD
0.49%
SCLZ
0.79%
Max Drawdown
Winner
DIVD
14.08%
SCLZ
14.16%
Sharpe Ratio
Winner
DIVD
1.70
SCLZ
1.14
5Y Beta
Winner
DIVD
0.57
SCLZ
0.66
P/E Ratio
Winner
DIVD
22.39
SCLZ
30.35
Forward P/E
Winner
DIVD
13.37
SCLZ
22.52
PEG Ratio
DIVD
0.50
Winner
SCLZ
0.47
5Y EPS CAGR
DIVD
4.30%
Winner
SCLZ
27.19%
Debt to Equity
DIVD
38.56%
Winner
SCLZ
5.45%
P/S Ratio
Winner
DIVD
0.13
SCLZ
5.82
P/B Ratio
Winner
DIVD
2.41
SCLZ
7.17
DIVD vs SCLZ - Holdings Comparison
DIVD and SCLZ have 11 common holdings. Overlap is 7.22%
DIVD's top 25 holdings weight is 54.02%. SCLZ's top 25 holdings weight is 85.23%.
| Rank | DIVD | SCLZ |
|---|---|---|
| #1 | NXP SEMICONDUCTORS NV (NXPI) - 3.04% | MICRON TECHNOLOGY INC (MU) - 7.19% |
| #2 | AMBEV SA ADR (ABEV) - 2.37% | APPLE INC (AAPL) - 7.10% |
| #3 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.34% | NVIDIA CORP (NVDA) - 6.76% |
| #4 | SIEMENS AG ADR (SIEGY) - 2.27% | BROADCOM INC (AVGO) - 5.66% |
| #5 | ROYAL BANK OF CANADA (n/a) - 2.25% | ALPHABET INC CLASS A (GOOGL) - 5.47% |
| #6 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.22% | ADVANCED MICRO DEVICES INC (AMD) - 4.64% |
| #7 | DEUTSCHE POST AG ADR (DHLGY) - 2.20% | MICROSOFT CORP (MSFT) - 4.55% |
| #8 | CAPGEMINI SE ADR (CGEMY) - 2.18% | AMAZON.COM INC (AMZN) - 4.30% |
| #9 | NOVARTIS AG ADR (NVS) - 2.18% | ELI LILLY AND CO (LLY) - 3.88% |
| #10 | PUBLICIS GROUPE SA ADR (PUBGY) - 2.17% | META PLATFORMS INC CLASS A (META) - 3.72% |
| #11 | ROCHE HOLDING AG ADR (RHHBY) - 2.16% | JPMORGAN CHASE & CO (JPM) - 3.32% |
| #12 | n/a (MURGY) - 2.13% | CISCO SYSTEMS INC (CSCO) - 3.13% |
| #13 | ASTRAZENECA PLC (AZN) - 2.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% |
| #14 | BNP PARIBAS ADR (BNPQY) - 2.10% | GE AEROSPACE (GE) - 2.44% |
| #15 | NESTLE SA ADR (NSRGY) - 2.08% | JOHNSON & JOHNSON (JNJ) - 2.33% |
| #16 | TOTALENERGIES SE (TTE:XPAR) - 2.07% | VISA INC CLASS A (V) - 2.24% |
| #17 | TOYOTA MOTOR CORP ADR (TM) - 2.07% | EXXON MOBIL CORP (XOM) - 2.03% |
| #18 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.06% | n/a (PLTR) - 1.94% |
| #19 | AXA SA ADR (AXAHY) - 2.05% | TESLA INC (TSLA) - 1.88% |
| #20 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.03% | MASTERCARD INC CLASS A (MA) - 1.74% |
| #21 | BAE SYSTEMS PLC ADR (BAESY) - 2.03% | ABBVIE INC (ABBV) - 1.72% |
| #22 | VINCI SA ADR (VCISY) - 2.02% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.65% |
| #23 | SANOFI SA ADR (SNY) - 2.01% | CATERPILLAR INC (CAT) - 1.56% |
| #24 | GSK PLC ADR (GSK) - 1.98% | WALMART INC (WMT) - 1.55% |
| #25 | BP PLC ADR (BP) - 1.91% | THE HOME DEPOT INC (HD) - 1.38% |
| Total Holdings | 66 | 103 |
DIVD vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVD
+2.30%
SCLZ
+0.40%
3M
Winner
DIVD
+7.12%
SCLZ
+6.95%
6M
Winner
DIVD
+13.58%
SCLZ
+6.34%
1Y
Winner
DIVD
+24.15%
SCLZ
+14.69%
Max(CAGR)
Winner
DIVD
+20.40%
SCLZ
+12.47%
DIVD vs SCLZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DIVD | SCLZ |
|---|---|---|
| 2026 | +12.37% | +5.56% |
| 2025 | +26.64% | +11.46% |
| 2024 | +2.44% | +11.88% |
| 2023 | +13.62% | N/A |
| 2022 | +18.37% | N/A |
DIVD vs SCLZ Drawdown Comparison
The maximum drawdown for DIVD was -13.88%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current SCLZ drawdown is -1.52%.
| Rank | DIVD | SCLZ |
|---|---|---|
| #1 | -13.88% Mar 7, 2025 - Jun 3, 2025 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -10.58% Jul 31, 2023 - Dec 13, 2023 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -8.72% Sep 27, 2024 - Feb 18, 2025 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -8.66% Feb 1, 2023 - Apr 17, 2023 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -7.47% Apr 18, 2023 - Jul 18, 2023 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -6.70% Feb 11, 2026 - Apr 17, 2026 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -4.86% Mar 28, 2024 - May 15, 2024 | -2.73% Jun 4, 2026 - Jun 10, 2026 |
| #8 | -4.53% Jul 23, 2025 - Aug 19, 2025 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -4.50% May 15, 2024 - Aug 16, 2024 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -4.38% Oct 4, 2022 - Oct 21, 2022 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #11 | -4.02% Dec 2, 2022 - Jan 6, 2023 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #12 | -3.33% Nov 12, 2025 - Nov 26, 2025 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -3.20% Oct 3, 2025 - Nov 11, 2025 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -3.08% Jan 8, 2024 - Feb 22, 2024 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
| #15 | -2.80% Aug 30, 2024 - Sep 19, 2024 | -1.24% Mar 1, 2024 - Mar 12, 2024 |
Correlation
Correlation between DIVD and SCLZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
DIVD vs SCLZ dividend yield comparison.
| Year | DIVD | SCLZ |
|---|---|---|
| 2026 | 1.35% | 3.38% |
| 2025 | 2.86% | 7.53% |
| 2024 | 3.39% | 4.86% |
| 2023 | 2.96% | 0.00% |
| 2022 | 0.60% | 0.00% |
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