PJFM vs SCLZ
Comparison between PGIM JENNISON FOCUSED MID-CAP ETF (PJFM, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
PJFM vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PJFM
$20M
Winner
SCLZ
$20M
Expense Ratio
Winner
PJFM
0.49%
SCLZ
0.79%
Max Drawdown
PJFM
23.47%
Winner
SCLZ
14.16%
Sharpe Ratio
PJFM
0.64
Winner
SCLZ
1.06
5Y Beta
PJFM
0.96
Winner
SCLZ
0.66
P/E Ratio
Winner
PJFM
4.35
SCLZ
30.64
Forward P/E
Winner
PJFM
20.63
SCLZ
21.89
PEG Ratio
Winner
PJFM
0.04
SCLZ
0.33
5Y EPS CAGR
PJFM
14.31%
Winner
SCLZ
25.18%
Debt to Equity
Winner
PJFM
-18.84%
SCLZ
8.72%
P/S Ratio
Winner
PJFM
2.37
SCLZ
5.18
P/B Ratio
Winner
PJFM
3.16
SCLZ
6.75
PJFM vs SCLZ - Holdings Comparison
PJFM and SCLZ have 2 common holdings. Overlap is -0.12%
PJFM's top 25 holdings weight is 71.06%. SCLZ's top 25 holdings weight is 72.04%.
| Rank | PJFM | SCLZ |
|---|---|---|
| #1 | NISOURCE INC (NI) - 4.85% | NVIDIA CORP (NVDA) - 5.34% |
| #2 | MARKEL GROUP INC (MKL) - 4.29% | APPLE INC (AAPL) - 5.16% |
| #3 | WESCO INTERNATIONAL INC (WCC) - 3.92% | MICRON TECHNOLOGY INC (MU) - 4.35% |
| #4 | ONTO INNOVATION INC (ONTO) - 3.46% | BROADCOM INC (AVGO) - 4.24% |
| #5 | AXIS CAPITAL HOLDINGS LTD (AXS) - 3.46% | ADVANCED MICRO DEVICES INC (AMD) - 4.13% |
| #6 | MICROCHIP TECHNOLOGY INC (MCHP) - 3.36% | MICROSOFT CORP (MSFT) - 4.01% |
| #7 | TECHNIPFMC PLC (FTI) - 3.26% | META PLATFORMS INC CLASS A (META) - 3.42% |
| #8 | WINTRUST FINANCIAL CORP (WTFC) - 3.23% | AMAZON.COM INC (AMZN) - 3.40% |
| #9 | EAST WEST BANCORP INC (EWBC) - 3.16% | ELI LILLY AND CO (LLY) - 3.24% |
| #10 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.14% | JPMORGAN CHASE & CO (JPM) - 3.21% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 3.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.77% |
| #12 | REGAL REXNORD CORP (RRX) - 3.04% | CISCO SYSTEMS INC (CSCO) - 2.62% |
| #13 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (n/a) - 2.98% | ALPHABET INC CLASS A (GOOGL) - 2.58% |
| #14 | CMS ENERGY CORP (CMS) - 2.73% | TESLA INC (TSLA) - 2.39% |
| #15 | ELEMENT SOLUTIONS INC (ESI) - 2.61% | GE AEROSPACE (GE) - 2.26% |
| #16 | HEXCEL CORP (HXL) - 2.42% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.22% |
| #17 | ELDORADO GOLD CORP (n/a) - 2.41% | JOHNSON & JOHNSON (JNJ) - 2.10% |
| #18 | GATES INDUSTRIAL CORP PLC (GTES) - 2.12% | VISA INC CLASS A (V) - 2.06% |
| #19 | RALPH LAUREN CORP CLASS A (RL) - 2.05% | ALPHABET INC CLASS C (GOOG) - 1.98% |
| #20 | GENERAC HOLDINGS INC (GNRC) - 2.05% | INTEL CORP (INTC) - 1.96% |
| #21 | NORDSON CORP (NDSN) - 1.95% | APPLIED MATERIALS INC (AMAT) - 1.82% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.93% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.78% |
| #23 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.90% | CATERPILLAR INC (CAT) - 1.73% |
| #24 | PRUDENTIAL GOVT MONEY MKT FD (n/a) - 1.85% | LAM RESEARCH CORP (LRCX) - 1.67% |
| #25 | ARGENX SE ADR (ARGX) - 1.84% | MASTERCARD INC CLASS A (MA) - 1.60% |
| Total Holdings | 50 | 117 |
PJFM vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
PJFM
-2.82%
Winner
SCLZ
+1.15%
3M
PJFM
+2.09%
Winner
SCLZ
+5.49%
6M
PJFM
+3.55%
Winner
SCLZ
+8.12%
1Y
Winner
PJFM
+14.43%
SCLZ
+14.19%
Max(CAGR)
PJFM
+12.64%
Winner
SCLZ
+12.80%
PJFM vs SCLZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PJFM | SCLZ |
|---|---|---|
| 2026 | +8.41% | +7.63% |
| 2025 | +7.00% | +11.46% |
| 2024 | +16.20% | +11.88% |
| 2023 | -0.08% | N/A |
PJFM vs SCLZ Drawdown Comparison
The maximum drawdown for PJFM was -22.83%, occurring on Apr 8, 2025. Recovery took 253 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current PJFM drawdown is -2.95%. The current SCLZ drawdown is -0.30%.
| Rank | PJFM | SCLZ |
|---|---|---|
| #1 | -22.83% Nov 29, 2024 - Dec 4, 2025 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -10.79% Feb 18, 2026 - Apr 17, 2026 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -8.08% Jul 16, 2024 - Aug 23, 2024 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -7.85% Mar 28, 2024 - Jul 15, 2024 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -5.48% May 6, 2026 - Jun 12, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -4.99% Jun 30, 2026 - Jul 20, 2026 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -3.79% Aug 23, 2024 - Sep 19, 2024 | -2.73% Jun 4, 2026 - Jul 6, 2026 |
| #8 | -2.88% Jan 22, 2026 - Feb 9, 2026 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -2.70% Dec 28, 2023 - Jan 22, 2024 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -2.22% Dec 11, 2025 - Jan 5, 2026 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #11 | -2.22% Nov 11, 2024 - Nov 21, 2024 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #12 | -2.13% Jun 22, 2026 - Jun 30, 2026 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -2.01% Dec 19, 2023 - Dec 26, 2023 | -1.71% Jul 14, 2026 - Jul 20, 2026 |
| #14 | -1.85% Jan 29, 2024 - Feb 8, 2024 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -1.78% Oct 18, 2024 - Nov 6, 2024 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
Correlation
Correlation between PJFM and SCLZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
PJFM vs SCLZ dividend yield comparison.
| Year | PJFM | SCLZ |
|---|---|---|
| 2026 | 0.00% | 4.03% |
| 2025 | 0.62% | 7.53% |
| 2024 | 0.83% | 4.86% |
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