SCLZ vs DDV
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and DEFINED DURATION 5 ETF (DDV, ETF).
SCLZ vs DDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$18M
Winner
DDV
$18M
Expense Ratio
SCLZ
0.79%
Winner
DDV
0.25%
Max Drawdown
SCLZ
14.16%
Winner
DDV
2.58%
Sharpe Ratio
Winner
SCLZ
1.01
DDV
0.40
5Y Beta
SCLZ
0.67
Winner
DDV
0.14
P/E Ratio
SCLZ
27.31
DDV
N/A
Forward P/E
SCLZ
22.54
DDV
N/A
PEG Ratio
SCLZ
0.30
DDV
N/A
5Y EPS CAGR
SCLZ
26.04%
DDV
N/A
Debt to Equity
SCLZ
6.65%
DDV
N/A
P/S Ratio
SCLZ
4.98
DDV
N/A
P/B Ratio
SCLZ
6.34
DDV
N/A
SCLZ vs DDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCLZ
+2.94%
DDV
+0.77%
3M
Winner
SCLZ
+2.44%
DDV
+0.86%
6M
Winner
SCLZ
+9.38%
DDV
+1.05%
1Y
SCLZ
+14.29%
DDV
N/A
Max(CAGR)
Winner
SCLZ
+12.83%
DDV
+4.87%
SCLZ vs DDV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | DDV |
|---|---|---|
| 2026 | +9.03% | +2.96% |
| 2025 | +11.46% | +0.71% |
| 2024 | +11.88% | N/A |
SCLZ vs DDV Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for DDV was -1.92%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current SCLZ drawdown is -0.82%. The current DDV drawdown is -0.14%.
| Rank | SCLZ | DDV |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -1.92% Feb 27, 2026 - May 6, 2026 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -0.59% May 6, 2026 - May 26, 2026 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -0.59% Jul 6, 2026 - Aug 4, 2026 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -0.55% May 29, 2026 - Jun 15, 2026 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -0.40% Nov 13, 2025 - Nov 25, 2025 |
| #6 | -3.81% Jul 14, 2026 - Aug 4, 2026 | -0.32% Jun 16, 2026 - Jun 25, 2026 |
| #7 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -0.28% Jan 12, 2026 - Jan 23, 2026 |
| #8 | -2.73% Jun 4, 2026 - Jul 6, 2026 | -0.27% Jun 29, 2026 - Jul 6, 2026 |
| #9 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -0.21% Nov 28, 2025 - Dec 10, 2025 |
| #10 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -0.18% Aug 13, 2026 - Aug 25, 2026 |
| #11 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -2.11% May 21, 2024 - Jun 13, 2024 | -0.14% Aug 25, 2026 - Aug 27, 2026 |
| #13 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -0.13% May 26, 2026 - May 29, 2026 |
| #14 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -0.12% Dec 30, 2025 - Jan 5, 2026 |
| #15 | -1.41% Aug 14, 2026 - Aug 20, 2026 | -0.10% Jan 27, 2026 - Feb 3, 2026 |
Correlation
Correlation between SCLZ and DDV is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
SCLZ vs DDV dividend yield comparison.
| Year | SCLZ | DDV |
|---|---|---|
| 2026 | 5.47% | 1.20% |
| 2025 | 7.53% | 0.42% |
| 2024 | 4.86% | 0.00% |
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