SCLZ vs TIPA
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and NORTHERN TRUST 2030 INFLATION-LINKED DISTRIBUTING LADDER ETF (TIPA, ETF).
SCLZ vs TIPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$18M
TIPA
$18M
Expense Ratio
SCLZ
0.79%
Winner
TIPA
0.10%
Max Drawdown
SCLZ
14.16%
Winner
TIPA
3.04%
Sharpe Ratio
Winner
SCLZ
1.01
TIPA
-1.15
5Y Beta
SCLZ
0.67
Winner
TIPA
0.01
P/E Ratio
SCLZ
27.31
TIPA
N/A
Forward P/E
SCLZ
22.54
TIPA
N/A
PEG Ratio
SCLZ
0.30
TIPA
N/A
5Y EPS CAGR
SCLZ
26.04%
TIPA
N/A
Debt to Equity
SCLZ
6.65%
TIPA
N/A
P/S Ratio
SCLZ
4.98
TIPA
N/A
P/B Ratio
SCLZ
6.34
TIPA
N/A
SCLZ vs TIPA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCLZ
+2.94%
TIPA
+0.47%
3M
Winner
SCLZ
+2.44%
TIPA
+0.27%
6M
Winner
SCLZ
+9.38%
TIPA
+1.21%
1Y
Winner
SCLZ
+14.29%
TIPA
+1.90%
Max(CAGR)
Winner
SCLZ
+12.83%
TIPA
+2.68%
SCLZ vs TIPA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | TIPA |
|---|---|---|
| 2026 | +9.03% | +2.19% |
| 2025 | +11.46% | +0.52% |
| 2024 | +11.88% | N/A |
SCLZ vs TIPA Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for TIPA was -0.76%, occurring on Jun 22, 2026. Recovery took 69 trading sessions.
The current SCLZ drawdown is -0.82%. The current TIPA drawdown is -0.09%.
| Rank | SCLZ | TIPA |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -0.76% May 12, 2026 - Aug 20, 2026 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -0.70% Mar 17, 2026 - Apr 13, 2026 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -0.60% Aug 29, 2025 - Jan 28, 2026 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -0.26% May 4, 2026 - May 11, 2026 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -0.17% Jan 30, 2026 - Feb 9, 2026 |
| #6 | -3.81% Jul 14, 2026 - Aug 4, 2026 | -0.15% Mar 6, 2026 - Mar 17, 2026 |
| #7 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -0.15% Feb 27, 2026 - Mar 6, 2026 |
| #8 | -2.73% Jun 4, 2026 - Jul 6, 2026 | -0.12% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -0.11% Aug 20, 2026 - Aug 24, 2026 |
| #10 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -0.09% Feb 10, 2026 - Feb 12, 2026 |
| #11 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -0.08% Apr 27, 2026 - Apr 30, 2026 |
| #12 | -2.11% May 21, 2024 - Jun 13, 2024 | -0.07% Aug 22, 2025 - Aug 26, 2025 |
| #13 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -0.05% Apr 20, 2026 - Apr 22, 2026 |
| #14 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -0.03% Feb 23, 2026 - Feb 25, 2026 |
| #15 | -1.41% Aug 14, 2026 - Aug 20, 2026 | -0.03% Apr 14, 2026 - Apr 17, 2026 |
Correlation
Correlation between SCLZ and TIPA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2024 - 2026)
SCLZ vs TIPA dividend yield comparison.
| Year | SCLZ | TIPA |
|---|---|---|
| 2026 | 5.47% | 3.13% |
| 2025 | 7.53% | 0.84% |
| 2024 | 4.86% | 0.00% |
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