SHRY vs SCLZ
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
SHRY vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHRY
$18M
Winner
SCLZ
$18M
Expense Ratio
Winner
SHRY
0.60%
SCLZ
0.79%
Max Drawdown
SHRY
36.67%
Winner
SCLZ
14.16%
Sharpe Ratio
SHRY
0.36
Winner
SCLZ
1.17
5Y Beta
Winner
SHRY
0.60
SCLZ
0.66
P/E Ratio
Winner
SHRY
14.57
SCLZ
31.15
Forward P/E
Winner
SHRY
12.07
SCLZ
23.77
PEG Ratio
Winner
SHRY
0.43
SCLZ
0.52
5Y Dividends CAGR
SHRY
11.17%
SCLZ
N/A
5Y EPS CAGR
SHRY
13.72%
Winner
SCLZ
28.05%
Debt to Equity
SHRY
75.23%
Winner
SCLZ
2.87%
P/S Ratio
Winner
SHRY
1.28
SCLZ
5.79
P/B Ratio
Winner
SHRY
3.13
SCLZ
7.12
SHRY vs SCLZ - Holdings Comparison
SHRY and SCLZ have 13 common holdings. Overlap is 8.76%
SHRY's top 25 holdings weight is 75.12%. SCLZ's top 25 holdings weight is 83.41%.
| Rank | SHRY | SCLZ |
|---|---|---|
| #1 | FOX CORP CLASS A (FOXA) - 5.43% | APPLE INC (AAPL) - 7.29% |
| #2 | QUALCOMM INC (QCOM) - 5.38% | NVIDIA CORP (NVDA) - 7.16% |
| #3 | METLIFE INC (MET) - 5.07% | MICRON TECHNOLOGY INC (MU) - 5.77% |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 5.51% |
| #5 | COMCAST CORP CLASS A (CMCSA) - 4.19% | BROADCOM INC (AVGO) - 5.44% |
| #6 | FISERV INC (FISV) - 4.19% | MICROSOFT CORP (MSFT) - 4.39% |
| #7 | D.R. HORTON INC (DHI) - 3.86% | ADVANCED MICRO DEVICES INC (AMD) - 4.37% |
| #8 | AMERIPRISE FINANCIAL INC (AMP) - 3.49% | AMAZON.COM INC (AMZN) - 4.23% |
| #9 | ADOBE INC (ADBE) - 3.30% | ELI LILLY AND CO (LLY) - 3.80% |
| #10 | ALTRIA GROUP INC (MO) - 2.86% | META PLATFORMS INC CLASS A (META) - 3.58% |
| #11 | THE KROGER CO (KR) - 2.86% | JPMORGAN CHASE & CO (JPM) - 3.39% |
| #12 | SLB LTD (SLB) - 2.85% | CISCO SYSTEMS INC (CSCO) - 3.25% |
| #13 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12% |
| #14 | AFLAC INC (AFL) - 2.69% | JOHNSON & JOHNSON (JNJ) - 2.47% |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% | GE AEROSPACE (GE) - 2.28% |
| #16 | BOOKING HOLDINGS INC (BKNG) - 2.31% | VISA INC CLASS A (V) - 2.25% |
| #17 | ALLSTATE CORP (ALL) - 2.13% | EXXON MOBIL CORP (XOM) - 2.17% |
| #18 | HCA HEALTHCARE INC (HCA) - 2.10% | TESLA INC (TSLA) - 1.84% |
| #19 | CONOCOPHILLIPS (COP) - 2.09% | n/a (PLTR) - 1.76% |
| #20 | VALERO ENERGY CORP (VLO) - 2.06% | MASTERCARD INC CLASS A (MA) - 1.75% |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% | ABBVIE INC (ABBV) - 1.74% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.89% | WALMART INC (WMT) - 1.63% |
| #23 | PHILLIPS 66 (PSX) - 1.69% | CATERPILLAR INC (CAT) - 1.57% |
| #24 | CHENIERE ENERGY INC (LNG) - 1.64% | THE HOME DEPOT INC (HD) - 1.36% |
| #25 | UNION PACIFIC CORP (UNP) - 1.58% | RTX CORP (RTX) - 1.29% |
| Total Holdings | 51 | 98 |
SHRY vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
SHRY
-0.40%
Winner
SCLZ
+1.43%
3M
SHRY
-2.34%
Winner
SCLZ
+5.63%
6M
SHRY
+5.28%
Winner
SCLZ
+5.81%
1Y
SHRY
+7.66%
Winner
SCLZ
+15.29%
5Y(CAGR)
SHRY
+7.94%
SCLZ
N/A
10Y(CAGR)
SHRY
+10.90%
SCLZ
N/A
Max(CAGR)
SHRY
+10.90%
Winner
SCLZ
+12.48%
SHRY vs SCLZ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | SCLZ |
|---|---|---|
| 2026 | +4.04% | +5.33% |
| 2025 | +7.21% | +11.46% |
| 2024 | +17.84% | +11.88% |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs SCLZ Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current SHRY drawdown is -3.39%. The current SCLZ drawdown is -1.73%.
| Rank | SHRY | SCLZ |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #10 | -5.13% Mar 2, 2026 - Mar 18, 2026 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | -1.73% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | -1.35% Jul 23, 2025 - Aug 15, 2025 |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | -1.24% Mar 1, 2024 - Mar 12, 2024 |
Correlation
Correlation between SHRY and SCLZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
SHRY vs SCLZ dividend yield comparison.
| Year | SHRY | SCLZ |
|---|---|---|
| 2026 | 0.27% | 3.38% |
| 2025 | 1.73% | 7.53% |
| 2024 | 1.76% | 4.86% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
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