SCLZ vs ESIM
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and EVENTIDE INTERNATIONAL ETF (ESIM, ETF).
SCLZ vs ESIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$18M
Winner
ESIM
$18M
Expense Ratio
SCLZ
0.79%
Winner
ESIM
0.59%
Max Drawdown
SCLZ
14.16%
Winner
ESIM
11.43%
Sharpe Ratio
SCLZ
1.01
Winner
ESIM
1.53
5Y Beta
Winner
SCLZ
0.67
ESIM
0.99
P/E Ratio
SCLZ
27.31
ESIM
N/A
Forward P/E
SCLZ
22.54
ESIM
N/A
PEG Ratio
SCLZ
0.30
ESIM
N/A
5Y EPS CAGR
SCLZ
26.04%
ESIM
N/A
Debt to Equity
SCLZ
6.65%
ESIM
N/A
P/S Ratio
SCLZ
4.98
ESIM
N/A
P/B Ratio
SCLZ
6.34
ESIM
N/A
SCLZ vs ESIM - Holdings Comparison
SCLZ and ESIM have 1 common holdings. Overlap is -0.41%
SCLZ's top 25 holdings weight is 71.25%. ESIM's top 25 holdings weight is 48.68%.
| Rank | SCLZ | ESIM |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 6.59% | n/a (TSM) - 5.79% |
| #2 | NVIDIA CORP (NVDA) - 6.04% | SINGAPORE EXCHANGE LTD (n/a) - 2.35% |
| #3 | APPLE INC (AAPL) - 5.76% | GRUPO FINANCIERO BANORTE SAB DE CV ADR (GBOOY) - 2.28% |
| #4 | AMAZON.COM INC (AMZN) - 4.13% | ASML HOLDING NV ADR (ASML) - 2.26% |
| #5 | BROADCOM INC (AVGO) - 3.62% | HANNOVER RUECK SE REGISTERED SHARES (n/a) - 2.19% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.38% | SK HYNIX INC DR (HXSCL) - 2.17% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.37% | SAMPO OYJ CLASS A (n/a) - 2.14% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.23% | MAPLETREE LOGISTICS TRUST (n/a) - 2.00% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.93% | ABB LTD (n/a) - 1.99% |
| #10 | ELI LILLY AND CO (LLY) - 2.74% | HALMA PLC (n/a) - 1.98% |
| #11 | MICRON TECHNOLOGY INC (MU) - 2.51% | VENTURE CORP LTD (n/a) - 1.92% |
| #12 | TESLA INC (TSLA) - 2.35% | SEKISUI HOUSE LTD (n/a) - 1.91% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.18% | n/a (PWCDF) - 1.88% |
| #14 | VISA INC CLASS A (V) - 2.17% | YOKOHAMA FINANCIAL GROUP INC (n/a) - 1.85% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 2.09% | TERNA SPA (n/a) - 1.72% |
| #16 | INTEL CORP (INTC) - 2.05% | DBS GROUP HOLDINGS LTD (n/a) - 1.67% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.95% | GJENSIDIGE FORSIKRING ASA (n/a) - 1.54% |
| #18 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91% | RECORDATI SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 1.53% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.89% | NEXI SPA (n/a) - 1.51% |
| #20 | CATERPILLAR INC (CAT) - 1.83% | SSE PLC (n/a) - 1.42% |
| #21 | GE AEROSPACE (GE) - 1.83% | MERIDIAN ENERGY LTD (n/a) - 1.36% |
| #22 | LAM RESEARCH CORP (LRCX) - 1.75% | REDEIA CORPORACION SA (n/a) - 1.35% |
| #23 | ALPHABET INC CLASS C (GOOG) - 1.68% | SCHNEIDER ELECTRIC SE (n/a) - 1.35% |
| #24 | MASTERCARD INC CLASS A (MA) - 1.64% | ASSA ABLOY AB CLASS B (n/a) - 1.29% |
| #25 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.63% | DAIICHI LIFE GROUP INC (n/a) - 1.23% |
| Total Holdings | 117 | 116 |
SCLZ vs ESIM - Historical Returns
Returns include dividend reinvestment.
1M
SCLZ
+2.94%
Winner
ESIM
+3.53%
3M
SCLZ
+2.44%
Winner
ESIM
+2.54%
6M
Winner
SCLZ
+9.38%
ESIM
+8.57%
1Y
SCLZ
+14.29%
ESIM
N/A
Max(CAGR)
SCLZ
+12.83%
Winner
ESIM
+31.41%
SCLZ vs ESIM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | ESIM |
|---|---|---|
| 2026 | +9.03% | +17.44% |
| 2025 | +11.46% | +2.23% |
| 2024 | +11.88% | N/A |
SCLZ vs ESIM Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for ESIM was -11.26%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current SCLZ drawdown is -0.82%. The current ESIM drawdown is -1.12%.
| Rank | SCLZ | ESIM |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -11.26% Feb 25, 2026 - May 5, 2026 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -5.49% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -3.73% Jun 2, 2026 - Jun 16, 2026 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -1.92% May 14, 2026 - May 21, 2026 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -1.51% Jan 27, 2026 - Feb 6, 2026 |
| #6 | -3.81% Jul 14, 2026 - Aug 4, 2026 | -1.32% May 6, 2026 - May 14, 2026 |
| #7 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -0.80% Jan 16, 2026 - Jan 22, 2026 |
| #8 | -2.73% Jun 4, 2026 - Jul 6, 2026 | -0.78% Feb 11, 2026 - Feb 20, 2026 |
| #9 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -0.60% Jan 12, 2026 - Jan 16, 2026 |
| #10 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -0.36% Dec 30, 2025 - Jan 2, 2026 |
| #11 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -0.33% Feb 20, 2026 - Feb 24, 2026 |
| #12 | -2.11% May 21, 2024 - Jun 13, 2024 | -0.32% Jun 16, 2026 - Jun 18, 2026 |
| #13 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -0.13% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -0.07% Dec 24, 2025 - Dec 29, 2025 |
| #15 | -1.41% Aug 14, 2026 - Aug 20, 2026 | -0.05% May 26, 2026 - May 28, 2026 |
Correlation
Correlation between SCLZ and ESIM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
SCLZ vs ESIM dividend yield comparison.
| Year | SCLZ | ESIM |
|---|---|---|
| 2026 | 5.47% | 1.15% |
| 2025 | 7.53% | 0.03% |
| 2024 | 4.86% | 0.00% |
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