FFDI vs SCLZ
Comparison between FIDELITY FUNDAMENTAL DEVELOPED INTERNATIONAL ETF (FFDI, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
FFDI vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FFDI vs SCLZ - Holdings Comparison
FFDI and SCLZ have 1 common holdings. Overlap is -0.31%
FFDI's top 25 holdings weight is 48.85%. SCLZ's top 25 holdings weight is 72.04%.
| Rank | FFDI | SCLZ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.03% | NVIDIA CORP (NVDA) - 5.34% |
| #2 | SCHNEIDER ELECTRIC SE (n/a) - 2.73% | APPLE INC (AAPL) - 5.16% |
| #3 | BANCO SANTANDER SA (n/a) - 2.66% | MICRON TECHNOLOGY INC (MU) - 4.35% |
| #4 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.42% | BROADCOM INC (AVGO) - 4.24% |
| #5 | AIR LIQUIDE SA (n/a) - 2.13% | ADVANCED MICRO DEVICES INC (AMD) - 4.13% |
| #6 | SAFRAN SA (n/a) - 2.10% | MICROSOFT CORP (MSFT) - 4.01% |
| #7 | CAIXABANK SA (n/a) - 2.00% | META PLATFORMS INC CLASS A (META) - 3.42% |
| #8 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.91% | AMAZON.COM INC (AMZN) - 3.40% |
| #9 | INVESTOR AB CLASS B (n/a) - 1.86% | ELI LILLY AND CO (LLY) - 3.24% |
| #10 | ZURICH INSURANCE GROUP AG (n/a) - 1.85% | JPMORGAN CHASE & CO (JPM) - 3.21% |
| #11 | UNICREDIT SPA (n/a) - 1.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.77% |
| #12 | HITACHI LTD (n/a) - 1.77% | CISCO SYSTEMS INC (CSCO) - 2.62% |
| #13 | SHELL PLC (n/a) - 1.74% | ALPHABET INC CLASS A (GOOGL) - 2.58% |
| #14 | ADVANTEST CORP (n/a) - 1.74% | TESLA INC (TSLA) - 2.39% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.73% | GE AEROSPACE (GE) - 2.26% |
| #16 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.67% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.22% |
| #17 | ASTRAZENECA PLC (AZN) - 1.63% | JOHNSON & JOHNSON (JNJ) - 2.10% |
| #18 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.61% | VISA INC CLASS A (V) - 2.06% |
| #19 | BAE SYSTEMS PLC (n/a) - 1.59% | ALPHABET INC CLASS C (GOOG) - 1.98% |
| #20 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.56% | INTEL CORP (INTC) - 1.96% |
| #21 | KBC GROUPE NV (n/a) - 1.55% | APPLIED MATERIALS INC (AMAT) - 1.82% |
| #22 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.48% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.78% |
| #23 | RENESAS ELECTRONICS CORP (n/a) - 1.47% | CATERPILLAR INC (CAT) - 1.73% |
| #24 | DSV AS (n/a) - 1.42% | LAM RESEARCH CORP (LRCX) - 1.67% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40% | MASTERCARD INC CLASS A (MA) - 1.60% |
| Total Holdings | 101 | 117 |
FFDI vs SCLZ - Historical Returns
Returns include dividend reinvestment.
FFDI vs SCLZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | FFDI | SCLZ |
|---|---|---|
| 2026 | +6.80% | +7.63% |
| 2025 | +26.87% | +11.46% |
| 2024 | -2.09% | +11.88% |
FFDI vs SCLZ Drawdown Comparison
The maximum drawdown for FFDI was -14.39%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current FFDI drawdown is -2.70%. The current SCLZ drawdown is -0.30%.
| Rank | FFDI | SCLZ |
|---|---|---|
| #1 | -14.39% Mar 19, 2025 - Apr 25, 2025 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -11.85% Feb 25, 2026 - May 6, 2026 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -6.43% Oct 6, 2025 - Jan 2, 2026 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -6.23% Dec 5, 2024 - Jan 24, 2025 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -4.72% Jul 6, 2026 - Jul 20, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -4.53% Jul 23, 2025 - Sep 11, 2025 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -4.48% May 6, 2026 - Jun 12, 2026 | -2.73% Jun 4, 2026 - Jul 6, 2026 |
| #8 | -3.74% Mar 5, 2025 - Mar 19, 2025 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -3.66% Jan 27, 2026 - Feb 9, 2026 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -3.04% Jun 22, 2026 - Jul 6, 2026 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #11 | -2.77% Jun 12, 2025 - Jun 26, 2025 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #12 | -2.70% Feb 18, 2025 - Mar 5, 2025 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -2.31% Jul 9, 2025 - Jul 23, 2025 | -1.71% Jul 14, 2026 - Jul 20, 2026 |
| #14 | -2.01% Sep 15, 2025 - Oct 1, 2025 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -1.89% Jan 30, 2025 - Feb 6, 2025 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
Correlation
Correlation between FFDI and SCLZ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2026)
FFDI vs SCLZ dividend yield comparison.
| Year | FFDI | SCLZ |
|---|---|---|
| 2026 | 1.03% | 4.03% |
| 2025 | 2.16% | 7.53% |
| 2024 | 0.39% | 4.86% |
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