SCLZ vs NBCE
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and NEUBERGER BERMAN CHINA EQUITY ETF (NBCE, ETF).
SCLZ vs NBCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$18M
NBCE
$18M
Expense Ratio
SCLZ
0.79%
Winner
NBCE
0.75%
Max Drawdown
Winner
SCLZ
14.16%
NBCE
29.26%
Sharpe Ratio
SCLZ
1.14
Winner
NBCE
2.20
5Y Beta
SCLZ
0.66
Winner
NBCE
0.42
P/E Ratio
SCLZ
30.35
NBCE
N/A
Forward P/E
SCLZ
22.52
NBCE
N/A
PEG Ratio
SCLZ
0.47
NBCE
N/A
5Y EPS CAGR
SCLZ
27.19%
NBCE
N/A
Debt to Equity
SCLZ
5.45%
NBCE
N/A
P/S Ratio
SCLZ
5.82
NBCE
N/A
P/B Ratio
SCLZ
7.17
NBCE
N/A
SCLZ vs NBCE - Holdings Comparison
SCLZ and NBCE have 1 common holdings. Overlap is -56.89%
SCLZ's top 25 holdings weight is 85.23%. NBCE's top 25 holdings weight is 116.96%.
| Rank | SCLZ | NBCE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 7.19% | YUAN RENMINBI OFFSHORE (n/a) - 56.89% |
| #2 | APPLE INC (AAPL) - 7.10% | SSC GOVERNMENT MM GVMXX (n/a) - 4.76% |
| #3 | NVIDIA CORP (NVDA) - 6.76% | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 4.44% |
| #4 | BROADCOM INC (AVGO) - 5.66% | n/a (n/a) - 3.90% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.47% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.54% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.64% | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.27% |
| #7 | MICROSOFT CORP (MSFT) - 4.55% | n/a (n/a) - 3.23% |
| #8 | AMAZON.COM INC (AMZN) - 4.30% | WEICHAI POWER CO LTD CLASS A (n/a) - 2.74% |
| #9 | ELI LILLY AND CO (LLY) - 3.88% | KINGBOARD LAMINATES HOLDINGS LTD (n/a) - 2.66% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.72% | n/a (n/a) - 2.55% |
| #11 | JPMORGAN CHASE & CO (JPM) - 3.32% | n/a (n/a) - 2.38% |
| #12 | CISCO SYSTEMS INC (CSCO) - 3.13% | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 2.37% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% | SUNGROW POWER SUPPLY CO LTD CLASS A (n/a) - 2.29% |
| #14 | GE AEROSPACE (GE) - 2.44% | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.26% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.33% | n/a (n/a) - 2.20% |
| #16 | VISA INC CLASS A (V) - 2.24% | n/a (n/a) - 1.98% |
| #17 | EXXON MOBIL CORP (XOM) - 2.03% | n/a (n/a) - 1.92% |
| #18 | n/a (PLTR) - 1.94% | SIEYUAN ELECTRIC CO LTD CLASS A (n/a) - 1.91% |
| #19 | TESLA INC (TSLA) - 1.88% | n/a (n/a) - 1.78% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.74% | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.76% |
| #21 | ABBVIE INC (ABBV) - 1.72% | TIANQI LITHIUM CORP CLASS A (n/a) - 1.74% |
| #22 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.65% | MIDEA GROUP CO LTD CLASS A (n/a) - 1.70% |
| #23 | CATERPILLAR INC (CAT) - 1.56% | n/a (n/a) - 1.68% |
| #24 | WALMART INC (WMT) - 1.55% | n/a (n/a) - 1.58% |
| #25 | THE HOME DEPOT INC (HD) - 1.38% | n/a (n/a) - 1.43% |
| Total Holdings | 103 | 72 |
SCLZ vs NBCE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCLZ
+0.40%
NBCE
-0.42%
3M
SCLZ
+6.95%
Winner
NBCE
+14.27%
6M
SCLZ
+6.34%
Winner
NBCE
+25.61%
1Y
SCLZ
+14.69%
Winner
NBCE
+54.27%
Max(CAGR)
SCLZ
+12.47%
Winner
NBCE
+22.77%
SCLZ vs NBCE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | NBCE |
|---|---|---|
| 2026 | +5.56% | +20.56% |
| 2025 | +11.46% | +42.46% |
| 2024 | +11.88% | +5.47% |
| 2023 | N/A | -2.22% |
SCLZ vs NBCE Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for NBCE was -28.41%, occurring on Apr 7, 2025. Recovery took 235 trading sessions.
The current SCLZ drawdown is -1.52%. The current NBCE drawdown is -3.27%.
| Rank | SCLZ | NBCE |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -28.41% Oct 7, 2024 - Sep 16, 2025 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -15.32% May 9, 2024 - Sep 27, 2024 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -15.16% Nov 20, 2023 - Apr 29, 2024 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -9.23% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -7.13% Oct 29, 2025 - Jan 2, 2026 |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -6.08% Oct 2, 2025 - Oct 29, 2025 |
| #7 | -2.73% Jun 4, 2026 - Jun 10, 2026 | -5.27% Oct 16, 2023 - Nov 6, 2023 |
| #8 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -5.01% May 13, 2026 - May 28, 2026 |
| #9 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -4.84% Jun 4, 2026 - Jun 8, 2026 |
| #10 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -3.45% Jan 28, 2026 - Feb 9, 2026 |
| #11 | -2.11% May 21, 2024 - Jun 13, 2024 | -2.88% May 28, 2026 - Jun 4, 2026 |
| #12 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -2.39% Nov 15, 2023 - Nov 20, 2023 |
| #13 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -2.09% Nov 6, 2023 - Nov 15, 2023 |
| #14 | -1.35% Jul 23, 2025 - Aug 15, 2025 | -1.63% Jan 12, 2026 - Jan 16, 2026 |
| #15 | -1.24% Mar 1, 2024 - Mar 12, 2024 | -1.39% Oct 2, 2024 - Oct 4, 2024 |
Correlation
Correlation between SCLZ and NBCE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
SCLZ vs NBCE dividend yield comparison.
| Year | SCLZ | NBCE |
|---|---|---|
| 2026 | 3.38% | 0.00% |
| 2025 | 7.53% | 1.32% |
| 2024 | 4.86% | 1.20% |
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