GGM vs SCLZ

Comparison between GGM MACRO ALIGNMENT ETF (GGM, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).

GGM vs SCLZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GGM(ETF)	SCLZ(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.94%	0.79%
Max Drawdown	52.83%	14.16%
Sharpe Ratio	0.68	1.17
5Y Beta	0.64	0.66
P/E Ratio	N/A	31.15
Forward P/E	N/A	23.77
PEG Ratio	N/A	0.52
5Y Dividends CAGR	-18.00%	N/A
5Y EPS CAGR	N/A	28.05%
Debt to Equity	N/A	2.87%
P/S Ratio	N/A	5.79
P/B Ratio	N/A	7.12

Net Assets

GGM

$18M

SCLZ

$18M

Expense Ratio

GGM

0.94%

Winner

SCLZ

0.79%

Max Drawdown

GGM

52.83%

Winner

SCLZ

14.16%

Sharpe Ratio

GGM

0.68

Winner

SCLZ

1.17

5Y Beta

Winner

GGM

0.64

SCLZ

0.66

P/E Ratio

GGM

N/A

SCLZ

31.15

Forward P/E

GGM

N/A

SCLZ

23.77

PEG Ratio

GGM

N/A

SCLZ

0.52

5Y Dividends CAGR

GGM

-18.00%

SCLZ

N/A

5Y EPS CAGR

GGM

N/A

SCLZ

28.05%

Debt to Equity

GGM

N/A

SCLZ

2.87%

P/S Ratio

GGM

N/A

SCLZ

5.79

P/B Ratio

GGM

N/A

SCLZ

7.12

GGM vs SCLZ - Holdings Comparison

GGM and SCLZ have 0 common holdings. Overlap is 0.00%

GGM's top 25 holdings weight is 99.59%. SCLZ's top 25 holdings weight is 83.41%.

Rank	GGM	SCLZ
#1	STT STRT®SPDR®S&P®MTLS &MNGETF (XME) - 21.21%	APPLE INC (AAPL) - 7.29%
#2	INVESCO AEROSPACE & DEFENSE ETF (PPA) - 20.27%	NVIDIA CORP (NVDA) - 7.16%
#3	STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 20.22%	MICRON TECHNOLOGY INC (MU) - 5.77%
#4	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 19.38%	ALPHABET INC CLASS A (GOOGL) - 5.51%
#5	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 18.51%	BROADCOM INC (AVGO) - 5.44%
#6	N/A	MICROSOFT CORP (MSFT) - 4.39%
#7	N/A	ADVANCED MICRO DEVICES INC (AMD) - 4.37%
#8	N/A	AMAZON.COM INC (AMZN) - 4.23%
#9	N/A	ELI LILLY AND CO (LLY) - 3.80%
#10	N/A	META PLATFORMS INC CLASS A (META) - 3.58%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 3.39%
#12	N/A	CISCO SYSTEMS INC (CSCO) - 3.25%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12%
#14	N/A	JOHNSON & JOHNSON (JNJ) - 2.47%
#15	N/A	GE AEROSPACE (GE) - 2.28%
#16	N/A	VISA INC CLASS A (V) - 2.25%
#17	N/A	EXXON MOBIL CORP (XOM) - 2.17%
#18	N/A	TESLA INC (TSLA) - 1.84%
#19	N/A	n/a (PLTR) - 1.76%
#20	N/A	MASTERCARD INC CLASS A (MA) - 1.75%
#21	N/A	ABBVIE INC (ABBV) - 1.74%
#22	N/A	WALMART INC (WMT) - 1.63%
#23	N/A	CATERPILLAR INC (CAT) - 1.57%
#24	N/A	THE HOME DEPOT INC (HD) - 1.36%
#25	N/A	RTX CORP (RTX) - 1.29%
Total Holdings	5	98

GGM vs SCLZ - Historical Returns

Returns include dividend reinvestment.

Period	GGM	SCLZ
1 month	-0.17%	+1.43%
3 months	-0.41%	+5.63%
6 months	+4.87%	+5.81%
1 year	+11.79%	+15.29%
5 years(CAGR)	+7.66%	N/A
10 years(CAGR)	+9.73%	N/A
Max(CAGR)	+8.04%	+12.48%

GGM

-0.17%

Winner

SCLZ

+1.43%

GGM

-0.41%

Winner

SCLZ

+5.63%

GGM

+4.87%

Winner

SCLZ

+5.81%

GGM

+11.79%

Winner

SCLZ

+15.29%

5Y(CAGR)

GGM

+7.66%

SCLZ

N/A

10Y(CAGR)

GGM

+9.73%

SCLZ

N/A

Max(CAGR)

GGM

+8.04%

Winner

SCLZ

+12.48%

GGM vs SCLZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	GGM	SCLZ
2026	+5.75%	+5.33%
2025	+1.76%	+11.46%
2024	+3.92%	+11.88%
2023	+7.47%	N/A
2021	+16.67%	N/A
2020	+12.42%	N/A
2019	+19.40%	N/A
2018	-7.01%	N/A
2017	+8.20%	N/A
2016	+28.69%	N/A
2015	-0.12%	N/A
2014	+3.83%	N/A
2013	-7.49%	N/A

GGM vs SCLZ Drawdown Comparison

The maximum drawdown for GGM was -40.86%, occurring on Mar 18, 2020. Recovery took 184 trading sessions.

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

The current GGM drawdown is -3.54%. The current SCLZ drawdown is -1.73%.

Rank	GGM	SCLZ
#1	-40.86% Feb 20, 2020 - Nov 10, 2020	-12.58% Feb 19, 2025 - Jul 3, 2025
#2	-22.86% Sep 12, 2018 - Apr 30, 2019	-7.00% Feb 2, 2026 - Apr 14, 2026
#3	-19.79% Jun 11, 2015 - Jun 9, 2016	-4.59% Jul 16, 2024 - Aug 15, 2024
#4	-19.68% Dec 3, 2024 - Feb 26, 2026	-4.22% Oct 28, 2025 - Dec 22, 2025
#5	-13.80% Sep 19, 2014 - Jun 11, 2015	-4.22% Mar 28, 2024 - May 15, 2024
#6	-11.89% Jul 23, 2013 - Apr 10, 2014	-3.30% Dec 16, 2024 - Jan 23, 2025
#7	-11.46% Oct 4, 2016 - Jan 4, 2017	-2.26% Oct 18, 2024 - Nov 7, 2024
#8	-10.64% Jul 16, 2024 - Sep 16, 2024	-2.21% Aug 30, 2024 - Sep 13, 2024
#9	-9.65% Apr 20, 2021 - Jun 15, 2021	-2.14% Jan 12, 2026 - Feb 2, 2026
#10	-8.92% Sep 14, 2021 - Sep 26, 2023	-2.11% May 21, 2024 - Jun 13, 2024
#11	-7.54% Mar 2, 2026 - Mar 20, 2026	-2.03% Nov 8, 2024 - Nov 26, 2024
#12	-7.28% Jun 12, 2014 - Sep 5, 2014	-1.73% Jun 4, 2026 - Jun 5, 2026
#13	-6.61% Feb 22, 2018 - May 30, 2018	-1.42% Oct 8, 2025 - Oct 20, 2025
#14	-5.44% Oct 16, 2017 - Feb 20, 2018	-1.35% Jul 23, 2025 - Aug 15, 2025
#15	-5.43% Jun 10, 2016 - Jul 21, 2016	-1.24% Mar 1, 2024 - Mar 12, 2024

Correlation

Correlation between GGM and SCLZ is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2013 - 2026)

GGM vs SCLZ dividend yield comparison.

Year	GGM	SCLZ
2026	0.00%	3.38%
2025	1.57%	7.53%
2024	1.39%	4.86%
2023	0.50%	0.00%
2021	8.56%	0.00%
2020	11.00%	0.00%
2019	10.94%	0.00%
2018	11.82%	0.00%
2017	9.92%	0.00%
2016	9.74%	0.00%
2015	11.16%	0.00%
2014	9.59%	0.00%
2013	2.87%	0.00%