NBCE vs SCLZ
Comparison between NEUBERGER BERMAN CHINA EQUITY ETF (NBCE, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
NBCE vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBCE
$18M
SCLZ
$18M
Expense Ratio
Winner
NBCE
0.75%
SCLZ
0.79%
Max Drawdown
NBCE
29.26%
Winner
SCLZ
14.16%
Sharpe Ratio
Winner
NBCE
2.20
SCLZ
1.14
5Y Beta
Winner
NBCE
0.42
SCLZ
0.66
P/E Ratio
NBCE
N/A
SCLZ
30.35
Forward P/E
NBCE
N/A
SCLZ
22.52
PEG Ratio
NBCE
N/A
SCLZ
0.47
5Y EPS CAGR
NBCE
N/A
SCLZ
27.19%
Debt to Equity
NBCE
N/A
SCLZ
5.45%
P/S Ratio
NBCE
N/A
SCLZ
5.82
P/B Ratio
NBCE
N/A
SCLZ
7.17
NBCE vs SCLZ - Holdings Comparison
NBCE and SCLZ have 1 common holdings. Overlap is -56.89%
NBCE's top 25 holdings weight is 116.96%. SCLZ's top 25 holdings weight is 85.23%.
| Rank | NBCE | SCLZ |
|---|---|---|
| #1 | YUAN RENMINBI OFFSHORE (n/a) - 56.89% | MICRON TECHNOLOGY INC (MU) - 7.19% |
| #2 | SSC GOVERNMENT MM GVMXX (n/a) - 4.76% | APPLE INC (AAPL) - 7.10% |
| #3 | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 4.44% | NVIDIA CORP (NVDA) - 6.76% |
| #4 | n/a (n/a) - 3.90% | BROADCOM INC (AVGO) - 5.66% |
| #5 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.54% | ALPHABET INC CLASS A (GOOGL) - 5.47% |
| #6 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.27% | ADVANCED MICRO DEVICES INC (AMD) - 4.64% |
| #7 | n/a (n/a) - 3.23% | MICROSOFT CORP (MSFT) - 4.55% |
| #8 | WEICHAI POWER CO LTD CLASS A (n/a) - 2.74% | AMAZON.COM INC (AMZN) - 4.30% |
| #9 | KINGBOARD LAMINATES HOLDINGS LTD (n/a) - 2.66% | ELI LILLY AND CO (LLY) - 3.88% |
| #10 | n/a (n/a) - 2.55% | META PLATFORMS INC CLASS A (META) - 3.72% |
| #11 | n/a (n/a) - 2.38% | JPMORGAN CHASE & CO (JPM) - 3.32% |
| #12 | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 2.37% | CISCO SYSTEMS INC (CSCO) - 3.13% |
| #13 | SUNGROW POWER SUPPLY CO LTD CLASS A (n/a) - 2.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% |
| #14 | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.26% | GE AEROSPACE (GE) - 2.44% |
| #15 | n/a (n/a) - 2.20% | JOHNSON & JOHNSON (JNJ) - 2.33% |
| #16 | n/a (n/a) - 1.98% | VISA INC CLASS A (V) - 2.24% |
| #17 | n/a (n/a) - 1.92% | EXXON MOBIL CORP (XOM) - 2.03% |
| #18 | SIEYUAN ELECTRIC CO LTD CLASS A (n/a) - 1.91% | n/a (PLTR) - 1.94% |
| #19 | n/a (n/a) - 1.78% | TESLA INC (TSLA) - 1.88% |
| #20 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.76% | MASTERCARD INC CLASS A (MA) - 1.74% |
| #21 | TIANQI LITHIUM CORP CLASS A (n/a) - 1.74% | ABBVIE INC (ABBV) - 1.72% |
| #22 | MIDEA GROUP CO LTD CLASS A (n/a) - 1.70% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.65% |
| #23 | n/a (n/a) - 1.68% | CATERPILLAR INC (CAT) - 1.56% |
| #24 | n/a (n/a) - 1.58% | WALMART INC (WMT) - 1.55% |
| #25 | n/a (n/a) - 1.43% | THE HOME DEPOT INC (HD) - 1.38% |
| Total Holdings | 72 | 103 |
NBCE vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
NBCE
-0.42%
Winner
SCLZ
+0.40%
3M
Winner
NBCE
+14.27%
SCLZ
+6.95%
6M
Winner
NBCE
+25.61%
SCLZ
+6.34%
1Y
Winner
NBCE
+54.27%
SCLZ
+14.69%
Max(CAGR)
Winner
NBCE
+22.77%
SCLZ
+12.47%
NBCE vs SCLZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NBCE | SCLZ |
|---|---|---|
| 2026 | +20.56% | +5.56% |
| 2025 | +42.46% | +11.46% |
| 2024 | +5.47% | +11.88% |
| 2023 | -2.22% | N/A |
NBCE vs SCLZ Drawdown Comparison
The maximum drawdown for NBCE was -28.41%, occurring on Apr 7, 2025. Recovery took 235 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current NBCE drawdown is -3.27%. The current SCLZ drawdown is -1.52%.
| Rank | NBCE | SCLZ |
|---|---|---|
| #1 | -28.41% Oct 7, 2024 - Sep 16, 2025 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -15.32% May 9, 2024 - Sep 27, 2024 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -15.16% Nov 20, 2023 - Apr 29, 2024 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -9.23% Feb 25, 2026 - Apr 17, 2026 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -7.13% Oct 29, 2025 - Jan 2, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -6.08% Oct 2, 2025 - Oct 29, 2025 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -5.27% Oct 16, 2023 - Nov 6, 2023 | -2.73% Jun 4, 2026 - Jun 10, 2026 |
| #8 | -5.01% May 13, 2026 - May 28, 2026 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -4.84% Jun 4, 2026 - Jun 8, 2026 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -3.45% Jan 28, 2026 - Feb 9, 2026 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #11 | -2.88% May 28, 2026 - Jun 4, 2026 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #12 | -2.39% Nov 15, 2023 - Nov 20, 2023 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -2.09% Nov 6, 2023 - Nov 15, 2023 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -1.63% Jan 12, 2026 - Jan 16, 2026 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
| #15 | -1.39% Oct 2, 2024 - Oct 4, 2024 | -1.24% Mar 1, 2024 - Mar 12, 2024 |
Correlation
Correlation between NBCE and SCLZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
NBCE vs SCLZ dividend yield comparison.
| Year | NBCE | SCLZ |
|---|---|---|
| 2026 | 0.00% | 3.38% |
| 2025 | 1.32% | 7.53% |
| 2024 | 1.20% | 4.86% |
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