SCLZ vs SLTY
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and YIELDMAX(R) ULTRA SHORT OPTION INCOME STRATEGY ETF (SLTY, ETF).
SCLZ vs SLTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCLZ vs SLTY - Holdings Comparison
SCLZ and SLTY have 4 common holdings. Overlap is -7.23%
SCLZ's top 25 holdings weight is 85.23%. SLTY's top 25 holdings weight is 112.41%.
| Rank | SCLZ | SLTY |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 7.19% | OTHER ASSETS AND LIABILITIES (n/a) - 101.49% |
| #2 | APPLE INC (AAPL) - 7.10% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.68% |
| #3 | NVIDIA CORP (NVDA) - 6.76% | CASH OFFSET (n/a) - 1.37% |
| #4 | BROADCOM INC (AVGO) - 5.66% | PEGA US 06/18/26 C40 (n/a) - 0.20% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.47% | MPC US 06/18/26 C280 (n/a) - 0.20% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.64% | OKLO US 06/05/26 C77 (n/a) - 0.20% |
| #7 | MICROSOFT CORP (MSFT) - 4.55% | ETSY US 06/05/26 C72 (n/a) - 0.16% |
| #8 | AMAZON.COM INC (AMZN) - 4.30% | RKLB US 06/05/26 C162.5 (n/a) - 0.11% |
| #9 | ELI LILLY AND CO (LLY) - 3.88% | CARR US 06/05/26 C69 (n/a) - 0.09% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.72% | CNC US 06/05/26 C64 (n/a) - 0.09% |
| #11 | JPMORGAN CHASE & CO (JPM) - 3.32% | KKR US 06/05/26 C101 (n/a) - 0.09% |
| #12 | CISCO SYSTEMS INC (CSCO) - 3.13% | CRM US 06/05/26 C227.5 (n/a) - 0.09% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.05% | ALGN US 06/05/26 C187.5 (n/a) - 0.08% |
| #14 | GE AEROSPACE (GE) - 2.44% | LYFT US 06/05/26 C16 (n/a) - 0.07% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.33% | USO US 06/05/26 C152 (n/a) - 0.07% |
| #16 | VISA INC CLASS A (V) - 2.24% | DAL US 06/05/26 C88 (n/a) - 0.06% |
| #17 | EXXON MOBIL CORP (XOM) - 2.03% | LYV US 06/05/26 C185 (n/a) - 0.06% |
| #18 | n/a (PLTR) - 1.94% | LEN US 06/05/26 C98 (n/a) - 0.06% |
| #19 | TESLA INC (TSLA) - 1.88% | ETN US 06/05/26 C425 (n/a) - 0.05% |
| #20 | MASTERCARD INC CLASS A (MA) - 1.74% | TSLA US 06/05/26 C472.5 (n/a) - 0.04% |
| #21 | ABBVIE INC (ABBV) - 1.72% | LEN US 06/05/26 C100 (n/a) - 0.04% |
| #22 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.65% | NKE US 06/05/26 C50 (n/a) - 0.03% |
| #23 | CATERPILLAR INC (CAT) - 1.56% | GME US 06/05/26 C23.5 (n/a) - 0.03% |
| #24 | WALMART INC (WMT) - 1.55% | CAVA US 06/05/26 C85 (n/a) - 0.03% |
| #25 | THE HOME DEPOT INC (HD) - 1.38% | CAG US 06/05/26 C14.5 (n/a) - 0.02% |
| Total Holdings | 103 | 106 |
SCLZ vs SLTY - Historical Returns
Returns include dividend reinvestment.
SCLZ vs SLTY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | SLTY |
|---|---|---|
| 2026 | +5.56% | -4.87% |
| 2025 | +11.46% | -12.11% |
| 2024 | +11.88% | N/A |
SCLZ vs SLTY Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for SLTY was -20.79%, occurring on Jan 23, 2026. This drawdown has not yet recovered.
The current SCLZ drawdown is -1.52%. The current SLTY drawdown is -18.33%.
| Rank | SCLZ | SLTY |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -20.79% Aug 21, 2025 - Jan 23, 2026 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | N/A |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | N/A |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | N/A |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | N/A |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | N/A |
| #7 | -2.73% Jun 4, 2026 - Jun 10, 2026 | N/A |
| #8 | -2.26% Oct 18, 2024 - Nov 7, 2024 | N/A |
| #9 | -2.21% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #10 | -2.14% Jan 12, 2026 - Feb 2, 2026 | N/A |
| #11 | -2.11% May 21, 2024 - Jun 13, 2024 | N/A |
| #12 | -2.03% Nov 8, 2024 - Nov 26, 2024 | 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 SLTY is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2024 - 2026)
SCLZ vs SLTY dividend yield comparison.
| Year | SCLZ | SLTY |
|---|---|---|
| 2026 | 3.38% | 34.56% |
| 2025 | 7.53% | 29.68% |
| 2024 | 4.86% | 0.00% |
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