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SCLZ vs BABO

Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and YIELDMAX(R) BABA OPTION INCOME STRATEGY ETF (BABO, ETF).

SCLZ vs BABO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCLZ
$18M
BABO
$18M
Expense Ratio
Winner
SCLZ
0.79%
BABO
1.00%
Max Drawdown
Winner
SCLZ
14.16%
BABO
64.27%
Sharpe Ratio
Winner
SCLZ
1.17
BABO
0.10
5Y Beta
Winner
SCLZ
0.66
BABO
0.77
P/E Ratio
SCLZ
31.15
BABO
N/A
Forward P/E
SCLZ
23.77
BABO
N/A
PEG Ratio
SCLZ
0.52
BABO
N/A
5Y EPS CAGR
SCLZ
28.05%
BABO
N/A
Debt to Equity
SCLZ
2.87%
BABO
N/A
P/S Ratio
SCLZ
5.79
BABO
N/A
P/B Ratio
SCLZ
7.12
BABO
N/A

SCLZ vs BABO - Holdings Comparison

SCLZ and BABO have 1 common holdings. Overlap is 1.15%

SCLZ's top 25 holdings weight is 83.41%. BABO's top 25 holdings weight is 7.14%.

RankSCLZBABO
#1
APPLE INC (AAPL) - 7.29%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.14%
#2
NVIDIA CORP (NVDA) - 7.16%
N/A
#3
MICRON TECHNOLOGY INC (MU) - 5.77%
N/A
#4
ALPHABET INC CLASS A (GOOGL) - 5.51%
N/A
#5
BROADCOM INC (AVGO) - 5.44%
N/A
#6
MICROSOFT CORP (MSFT) - 4.39%
N/A
#7
ADVANCED MICRO DEVICES INC (AMD) - 4.37%
N/A
#8
AMAZON.COM INC (AMZN) - 4.23%
N/A
#9
ELI LILLY AND CO (LLY) - 3.80%
N/A
#10
META PLATFORMS INC CLASS A (META) - 3.58%
N/A
#11
JPMORGAN CHASE & CO (JPM) - 3.39%
N/A
#12
CISCO SYSTEMS INC (CSCO) - 3.25%
N/A
#13
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12%
N/A
#14
JOHNSON & JOHNSON (JNJ) - 2.47%
N/A
#15
GE AEROSPACE (GE) - 2.28%
N/A
#16
VISA INC CLASS A (V) - 2.25%
N/A
#17
EXXON MOBIL CORP (XOM) - 2.17%
N/A
#18
TESLA INC (TSLA) - 1.84%
N/A
#19
n/a (PLTR) - 1.76%
N/A
#20
MASTERCARD INC CLASS A (MA) - 1.75%
N/A
#21
ABBVIE INC (ABBV) - 1.74%
N/A
#22
WALMART INC (WMT) - 1.63%
N/A
#23
CATERPILLAR INC (CAT) - 1.57%
N/A
#24
THE HOME DEPOT INC (HD) - 1.36%
N/A
#25
RTX CORP (RTX) - 1.29%
N/A
Total Holdings981

SCLZ vs BABO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCLZ
+1.43%
BABO
-7.63%
3M
Winner
SCLZ
+5.63%
BABO
-5.70%
6M
Winner
SCLZ
+5.81%
BABO
-20.82%
1Y
Winner
SCLZ
+15.29%
BABO
+0.71%
Max(CAGR)
Winner
SCLZ
+12.48%
BABO
+12.13%

SCLZ vs BABO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSCLZBABO
2026+5.33%-20.24%
2025+11.46%+47.30%
2024+11.88%-0.18%

SCLZ vs BABO Drawdown Comparison

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

The maximum drawdown for BABO was -29.33%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SCLZ drawdown is -1.73%. The current BABO drawdown is -29.33%.

RankSCLZBABO
#1-12.58%
Feb 19, 2025 - Jul 3, 2025
-29.33%
Oct 2, 2025 - Jun 5, 2026
#2-7.00%
Feb 2, 2026 - Apr 14, 2026
-29.32%
Mar 17, 2025 - Sep 11, 2025
#3-4.59%
Jul 16, 2024 - Aug 15, 2024
-26.16%
Oct 7, 2024 - Feb 14, 2025
#4-4.22%
Oct 28, 2025 - Dec 22, 2025
-9.05%
Feb 21, 2025 - Mar 17, 2025
#5-4.22%
Mar 28, 2024 - May 15, 2024
-6.11%
Aug 23, 2024 - Sep 12, 2024
#6-3.30%
Dec 16, 2024 - Jan 23, 2025
-1.73%
Sep 17, 2025 - Sep 24, 2025
#7-2.26%
Oct 18, 2024 - Nov 7, 2024
-1.72%
Sep 24, 2024 - Sep 26, 2024
#8-2.21%
Aug 30, 2024 - Sep 13, 2024
-1.49%
Sep 24, 2025 - Sep 29, 2025
#9-2.14%
Jan 12, 2026 - Feb 2, 2026
-1.24%
Aug 13, 2024 - Aug 16, 2024
#10-2.11%
May 21, 2024 - Jun 13, 2024
-1.23%
Sep 13, 2024 - Sep 17, 2024
#11-2.03%
Nov 8, 2024 - Nov 26, 2024
-1.17%
Aug 19, 2024 - Aug 21, 2024
#12-1.73%
Jun 4, 2026 - Jun 5, 2026
-0.79%
Sep 29, 2025 - Oct 1, 2025
#13-1.42%
Oct 8, 2025 - Oct 20, 2025
-0.75%
Oct 2, 2024 - Oct 4, 2024
#14-1.35%
Jul 23, 2025 - Aug 15, 2025
-0.61%
Feb 18, 2025 - Feb 20, 2025
#15-1.24%
Mar 1, 2024 - Mar 12, 2024
-0.23%
Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between SCLZ and BABO is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2024 - 2026)

SCLZ vs BABO dividend yield comparison.

YearSCLZBABO
20263.38%25.07%
20257.53%85.50%
20244.86%20.65%

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