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