SCLZ vs FORH
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and FORMIDABLE ETF (FORH, ETF).
SCLZ vs FORH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$20M
Winner
FORH
$20M
Expense Ratio
Winner
SCLZ
0.79%
FORH
1.19%
Max Drawdown
Winner
SCLZ
14.16%
FORH
26.46%
Sharpe Ratio
Winner
SCLZ
1.06
FORH
0.16
5Y Beta
SCLZ
0.66
Winner
FORH
0.58
P/E Ratio
SCLZ
30.64
Winner
FORH
-395.08
Forward P/E
SCLZ
21.89
Winner
FORH
17.48
PEG Ratio
SCLZ
0.33
Winner
FORH
-0.24
5Y EPS CAGR
SCLZ
25.18%
FORH
N/A
Debt to Equity
SCLZ
8.72%
FORH
N/A
P/S Ratio
SCLZ
5.18
Winner
FORH
1.28
P/B Ratio
SCLZ
6.75
Winner
FORH
1.76
SCLZ vs FORH - Holdings Comparison
SCLZ and FORH have 1 common holdings. Overlap is -0.31%
SCLZ's top 25 holdings weight is 72.04%. FORH's top 25 holdings weight is 72.11%.
| Rank | SCLZ | FORH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.34% | ACACIA RESEARCH CORP (ACTG) - 10.35% |
| #2 | APPLE INC (AAPL) - 5.16% | BROOKFIELD INFRASTRUCTURE PARTNERS LP (n/a) - 4.10% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.35% | CORCEPT THERAPEUTICS INC (CORT) - 3.60% |
| #4 | BROADCOM INC (AVGO) - 4.24% | PAN AMERICAN SILVER CORP (n/a) - 3.53% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.13% | GENERAC HOLDINGS INC (GNRC) - 3.42% |
| #6 | MICROSOFT CORP (MSFT) - 4.01% | AEROVIRONMENT INC (AVAV) - 3.21% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.42% | VEEVA SYSTEMS INC CLASS A (VEEV) - 3.05% |
| #8 | AMAZON.COM INC (AMZN) - 3.40% | ROYAL GOLD INC (RGLD) - 3.02% |
| #9 | ELI LILLY AND CO (LLY) - 3.24% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.01% |
| #10 | JPMORGAN CHASE & CO (JPM) - 3.21% | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 2.93% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.77% | HEALTHSTREAM INC (HSTM) - 2.86% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.62% | NOMAD FOODS LTD (NOMD) - 2.57% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.58% | FLUX POWER HOLDINGS INC (FLUX) - 2.42% |
| #14 | TESLA INC (TSLA) - 2.39% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.32% |
| #15 | GE AEROSPACE (GE) - 2.26% | EPR PROPERTIES (EPR) - 2.29% |
| #16 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.22% | BLADEX INC CLASS E (BLX) - 2.22% |
| #17 | JOHNSON & JOHNSON (JNJ) - 2.10% | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.10% |
| #18 | VISA INC CLASS A (V) - 2.06% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.10% |
| #19 | ALPHABET INC CLASS C (GOOG) - 1.98% | ROYALTY PHARMA PLC CLASS A (RPRX) - 2.03% |
| #20 | INTEL CORP (INTC) - 1.96% | SM ENERGY CO (SM) - 1.95% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.82% | GLOBAL PAYMENTS INC (GPN) - 1.94% |
| #22 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.78% | FIRST SOLAR INC (FSLR) - 1.82% |
| #23 | CATERPILLAR INC (CAT) - 1.73% | PEARSON PLC ADR (PSO) - 1.78% |
| #24 | LAM RESEARCH CORP (LRCX) - 1.67% | APTIV PLC (APTV) - 1.75% |
| #25 | MASTERCARD INC CLASS A (MA) - 1.60% | ATI INC (ATI) - 1.74% |
| Total Holdings | 117 | 60 |
SCLZ vs FORH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCLZ
+1.15%
FORH
-1.47%
3M
Winner
SCLZ
+5.49%
FORH
-3.88%
6M
Winner
SCLZ
+8.12%
FORH
-3.49%
1Y
Winner
SCLZ
+14.19%
FORH
+5.23%
5Y(CAGR)
SCLZ
N/A
FORH
+1.55%
Max(CAGR)
Winner
SCLZ
+12.80%
FORH
+1.45%
SCLZ vs FORH - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | FORH |
|---|---|---|
| 2026 | +7.63% | +0.16% |
| 2025 | +11.46% | +14.58% |
| 2024 | +11.88% | -7.53% |
| 2023 | N/A | -0.32% |
| 2022 | N/A | -2.34% |
| 2021 | N/A | -0.12% |
SCLZ vs FORH Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for FORH was -20.78%, occurring on Apr 8, 2025. Recovery took 858 trading sessions.
The current SCLZ drawdown is -0.30%. The current FORH drawdown is -10.01%.
| Rank | SCLZ | FORH |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -20.78% Apr 20, 2022 - Sep 22, 2025 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -12.80% Oct 23, 2025 - Nov 20, 2025 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -10.50% Jun 8, 2021 - Apr 1, 2022 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -3.82% May 7, 2021 - Jun 1, 2021 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -2.78% Oct 15, 2025 - Oct 22, 2025 |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -2.28% Oct 9, 2025 - Oct 14, 2025 |
| #7 | -2.73% Jun 4, 2026 - Jul 6, 2026 | -2.06% Apr 4, 2022 - Apr 20, 2022 |
| #8 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -2.00% Sep 29, 2025 - Oct 6, 2025 |
| #9 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -1.24% Jun 2, 2021 - Jun 7, 2021 |
| #10 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -1.01% Oct 6, 2025 - Oct 8, 2025 |
| #11 | -2.11% May 21, 2024 - Jun 13, 2024 | -0.98% May 3, 2021 - May 7, 2021 |
| #12 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -0.37% Sep 22, 2025 - Sep 24, 2025 |
| #13 | -1.71% Jul 14, 2026 - Jul 20, 2026 | N/A |
| #14 | -1.42% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #15 | -1.35% Jul 23, 2025 - Aug 15, 2025 | N/A |
Correlation
Correlation between SCLZ and FORH is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2021 - 2026)
SCLZ vs FORH dividend yield comparison.
| Year | SCLZ | FORH |
|---|---|---|
| 2026 | 4.03% | 0.00% |
| 2025 | 7.53% | 1.82% |
| 2024 | 4.86% | 0.00% |
| 2023 | 0.00% | 3.88% |
| 2022 | 0.00% | 3.72% |
| 2021 | 0.00% | 0.69% |
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