RMCA vs SCLZ
Comparison between ROCKEFELLER CALIFORNIA MUNICIPAL BOND ETF (RMCA, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
RMCA vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RMCA
$20M
SCLZ
$20M
Expense Ratio
Winner
RMCA
0.55%
SCLZ
0.79%
Max Drawdown
Winner
RMCA
8.45%
SCLZ
14.16%
Sharpe Ratio
Winner
RMCA
1.34
SCLZ
1.06
5Y Beta
Winner
RMCA
0.05
SCLZ
0.66
P/E Ratio
RMCA
N/A
SCLZ
30.64
Forward P/E
RMCA
N/A
SCLZ
21.89
PEG Ratio
RMCA
N/A
SCLZ
0.33
5Y EPS CAGR
RMCA
N/A
SCLZ
25.18%
Debt to Equity
RMCA
N/A
SCLZ
8.72%
P/S Ratio
RMCA
N/A
SCLZ
5.18
P/B Ratio
RMCA
N/A
SCLZ
6.75
RMCA vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
RMCA
-0.58%
Winner
SCLZ
+1.15%
3M
RMCA
+0.44%
Winner
SCLZ
+5.49%
6M
RMCA
+2.04%
Winner
SCLZ
+8.12%
1Y
RMCA
+8.32%
Winner
SCLZ
+14.19%
Max(CAGR)
RMCA
+2.31%
Winner
SCLZ
+12.80%
RMCA vs SCLZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | RMCA | SCLZ |
|---|---|---|
| 2026 | +2.10% | +7.63% |
| 2025 | +2.15% | +11.46% |
| 2024 | -0.14% | +11.88% |
RMCA vs SCLZ Drawdown Comparison
The maximum drawdown for RMCA was -5.96%, occurring on Apr 11, 2025. Recovery took 211 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current RMCA drawdown is -1.20%. The current SCLZ drawdown is -0.30%.
| Rank | RMCA | SCLZ |
|---|---|---|
| #1 | -5.96% Dec 6, 2024 - Oct 13, 2025 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -3.03% Oct 1, 2024 - Dec 2, 2024 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -2.35% Feb 27, 2026 - Apr 23, 2026 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -1.20% Jun 29, 2026 - Jul 21, 2026 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -1.16% Apr 24, 2026 - May 28, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.03% Nov 26, 2025 - Jan 7, 2026 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -0.60% Jan 14, 2026 - Feb 3, 2026 | -2.73% Jun 4, 2026 - Jul 6, 2026 |
| #8 | -0.56% Nov 11, 2025 - Nov 26, 2025 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -0.51% Oct 27, 2025 - Nov 11, 2025 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -0.37% Aug 23, 2024 - Sep 3, 2024 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #11 | -0.24% Jun 11, 2026 - Jun 18, 2026 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #12 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -0.21% Sep 27, 2024 - Oct 1, 2024 | -1.71% Jul 14, 2026 - Jul 20, 2026 |
| #14 | -0.18% Sep 16, 2024 - Sep 27, 2024 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -0.16% Jun 2, 2026 - Jun 11, 2026 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
Correlation
Correlation between RMCA and SCLZ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2024 - 2026)
RMCA vs SCLZ dividend yield comparison.
| Year | RMCA | SCLZ |
|---|---|---|
| 2026 | 2.02% | 4.03% |
| 2025 | 4.51% | 7.53% |
| 2024 | 1.20% | 4.86% |
Select Stocks to Compare
Popular: RMCA vs SPYSCLZ vs SPY
More Comparisons
Compare with similar stocks