SCLZ vs IMST
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and BITWISE MSTR OPTION INCOME STRATEGY ETF (IMST, ETF).
SCLZ vs IMST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCLZ vs IMST - Holdings Comparison
SCLZ and IMST have 0 common holdings. Overlap is 0.00%
SCLZ's top 25 holdings weight is 83.41%. IMST's top 25 holdings weight is 5.77%.
| Rank | SCLZ | IMST |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.29% | DWS GOVERNMENT MONEY MARKET SERIES INSTL (ICAXX) - 5.77% |
| #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 Holdings | 98 | 1 |
SCLZ vs IMST - Historical Returns
Returns include dividend reinvestment.
SCLZ vs IMST - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | IMST |
|---|---|---|
| 2026 | +5.33% | -20.74% |
| 2025 | +11.46% | -44.23% |
| 2024 | +11.88% | N/A |
SCLZ vs IMST Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for IMST was -70.11%, occurring on Feb 5, 2026. This drawdown has not yet recovered.
The current SCLZ drawdown is -1.73%. The current IMST drawdown is -68.40%.
| Rank | SCLZ | IMST |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -70.11% Jul 17, 2025 - Feb 5, 2026 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -16.67% Apr 4, 2025 - Apr 9, 2025 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -10.16% May 20, 2025 - Jul 9, 2025 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -6.34% Apr 9, 2025 - Apr 11, 2025 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -2.68% May 14, 2025 - May 19, 2025 |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -0.86% Jul 14, 2025 - Jul 16, 2025 |
| #7 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -0.27% May 2, 2025 - May 6, 2025 |
| #8 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -0.14% May 8, 2025 - May 14, 2025 |
| #9 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -0.07% Apr 29, 2025 - May 1, 2025 |
| #10 | -2.11% May 21, 2024 - Jun 13, 2024 | N/A |
| #11 | -2.03% Nov 8, 2024 - Nov 26, 2024 | N/A |
| #12 | -1.73% Jun 4, 2026 - Jun 5, 2026 | N/A |
| #13 | -1.42% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #14 | -1.35% Jul 23, 2025 - Aug 15, 2025 | N/A |
| #15 | -1.24% Mar 1, 2024 - Mar 12, 2024 | N/A |
Correlation
Correlation between SCLZ and IMST is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2024 - 2026)
SCLZ vs IMST dividend yield comparison.
| Year | SCLZ | IMST |
|---|---|---|
| 2026 | 3.38% | 25.06% |
| 2025 | 7.53% | 195.93% |
| 2024 | 4.86% | 0.00% |
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