SCLZ vs MEDX
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and HORIZON KINETICS MEDICAL ETF (MEDX, ETF).
SCLZ vs MEDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCLZ
$18M
MEDX
$18M
Expense Ratio
Winner
SCLZ
0.79%
MEDX
0.85%
Max Drawdown
Winner
SCLZ
14.16%
MEDX
24.64%
Sharpe Ratio
SCLZ
1.17
Winner
MEDX
1.43
5Y Beta
SCLZ
0.66
Winner
MEDX
0.52
P/E Ratio
Winner
SCLZ
31.15
MEDX
149.38
Forward P/E
SCLZ
23.77
Winner
MEDX
17.84
PEG Ratio
SCLZ
0.52
MEDX
N/A
5Y EPS CAGR
Winner
SCLZ
28.05%
MEDX
5.73%
Debt to Equity
Winner
SCLZ
2.87%
MEDX
115.14%
P/S Ratio
SCLZ
5.79
Winner
MEDX
5.25
P/B Ratio
SCLZ
7.12
Winner
MEDX
5.54
SCLZ vs MEDX - Holdings Comparison
SCLZ and MEDX have 6 common holdings. Overlap is 8.07%
SCLZ's top 25 holdings weight is 83.41%. MEDX's top 25 holdings weight is 98.21%.
| Rank | SCLZ | MEDX |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.29% | ELI LILLY AND CO (LLY) - 17.17% |
| #2 | NVIDIA CORP (NVDA) - 7.16% | ABBVIE INC (ABBV) - 8.32% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.77% | US BANK MMDA USBGFS 7 (n/a) - 8.08% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.51% | NOVARTIS AG ADR (NVS) - 7.40% |
| #5 | BROADCOM INC (AVGO) - 5.44% | JOHNSON & JOHNSON (JNJ) - 5.69% |
| #6 | MICROSOFT CORP (MSFT) - 4.39% | ASTRAZENECA PLC (AZN:XLON) - 5.46% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.37% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.97% |
| #8 | AMAZON.COM INC (AMZN) - 4.23% | IONIS PHARMACEUTICALS INC (IONS) - 4.68% |
| #9 | ELI LILLY AND CO (LLY) - 3.80% | ALKERMES PLC (ALKS) - 4.43% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.58% | AMGEN INC (AMGN) - 3.96% |
| #11 | JPMORGAN CHASE & CO (JPM) - 3.39% | MERCK & CO INC (MRK) - 3.91% |
| #12 | CISCO SYSTEMS INC (CSCO) - 3.25% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.67% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12% | PFIZER INC (PFE) - 3.39% |
| #14 | JOHNSON & JOHNSON (JNJ) - 2.47% | BIOGEN INC (BIIB) - 3.10% |
| #15 | GE AEROSPACE (GE) - 2.28% | GSK PLC ADR (GSK) - 2.93% |
| #16 | VISA INC CLASS A (V) - 2.25% | CRISPR THERAPEUTICS AG (CRSP) - 2.65% |
| #17 | EXXON MOBIL CORP (XOM) - 2.17% | REGENERON PHARMACEUTICALS INC (REGN) - 2.35% |
| #18 | TESLA INC (TSLA) - 1.84% | BEAM THERAPEUTICS INC (BEAM) - 1.33% |
| #19 | n/a (PLTR) - 1.76% | INTELLIA THERAPEUTICS INC (NTLA) - 0.94% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.75% | SANDOZ GROUP AG ADR (SDZNY) - 0.83% |
| #21 | ABBVIE INC (ABBV) - 1.74% | VANDA PHARMACEUTICALS INC (VNDA) - 0.81% |
| #22 | WALMART INC (WMT) - 1.63% | HALEON PLC ADR (HLN) - 0.67% |
| #23 | CATERPILLAR INC (CAT) - 1.57% | GALECTIN THERAPEUTICS INC (GALT) - 0.61% |
| #24 | THE HOME DEPOT INC (HD) - 1.36% | LANTERN PHARMA INC ORDINARY SHARES (LTRN) - 0.45% |
| #25 | RTX CORP (RTX) - 1.29% | EDITAS MEDICINE INC (EDIT) - 0.41% |
| Total Holdings | 98 | 34 |
SCLZ vs MEDX - Historical Returns
Returns include dividend reinvestment.
1M
SCLZ
+1.43%
Winner
MEDX
+5.47%
3M
Winner
SCLZ
+5.63%
MEDX
+1.80%
6M
Winner
SCLZ
+5.81%
MEDX
+4.19%
1Y
SCLZ
+15.29%
Winner
MEDX
+32.32%
Max(CAGR)
Winner
SCLZ
+12.48%
MEDX
+5.44%
SCLZ vs MEDX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | MEDX |
|---|---|---|
| 2026 | +5.33% | +3.88% |
| 2025 | +11.46% | +27.78% |
| 2024 | +11.88% | -6.65% |
| 2023 | N/A | -6.24% |
SCLZ vs MEDX Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 271 trading sessions.
The current SCLZ drawdown is -1.73%. The current MEDX drawdown is -2.74%.
| Rank | SCLZ | MEDX |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -23.10% Aug 30, 2024 - Oct 1, 2025 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -15.48% May 10, 2023 - Feb 28, 2024 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -10.54% Feb 24, 2026 - Apr 29, 2026 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -10.25% Feb 28, 2024 - Jul 11, 2024 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -9.31% Feb 13, 2023 - May 5, 2023 |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -5.24% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -3.98% Jan 7, 2026 - Feb 4, 2026 |
| #8 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -3.88% Nov 26, 2025 - Jan 7, 2026 |
| #9 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -3.27% Oct 20, 2025 - Nov 11, 2025 |
| #10 | -2.11% May 21, 2024 - Jun 13, 2024 | -2.11% Feb 4, 2026 - Feb 6, 2026 |
| #11 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -1.62% Oct 9, 2025 - Oct 20, 2025 |
| #12 | -1.73% Jun 4, 2026 - Jun 5, 2026 | -1.61% Nov 18, 2025 - Nov 24, 2025 |
| #13 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -1.48% Jan 31, 2023 - Feb 13, 2023 |
| #14 | -1.35% Jul 23, 2025 - Aug 15, 2025 | -1.43% Feb 6, 2026 - Feb 17, 2026 |
| #15 | -1.24% Mar 1, 2024 - Mar 12, 2024 | -1.07% Feb 17, 2026 - Feb 23, 2026 |
Correlation
Correlation between SCLZ and MEDX is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2023 - 2026)
SCLZ vs MEDX dividend yield comparison.
| Year | SCLZ | MEDX |
|---|---|---|
| 2026 | 3.38% | 0.00% |
| 2025 | 7.53% | 1.23% |
| 2024 | 4.86% | 1.92% |
| 2023 | 0.00% | 4.94% |
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