UUUG vs SCLZ

Comparison between Leverage Shares 2X Long UUUU Daily ETF (UUUG, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).

UUUG vs SCLZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUUG(ETF)	SCLZ(ETF)
Net Assets	$18M	$18M
Expense Ratio	N/A	0.79%
Max Drawdown	79.88%	14.16%
Sharpe Ratio	-0.30	1.17
5Y Beta	5.82	0.66
P/E Ratio	N/A	31.15
Forward P/E	N/A	23.77
PEG Ratio	N/A	0.52
5Y EPS CAGR	N/A	28.05%
Debt to Equity	N/A	2.87%
P/S Ratio	N/A	5.79
P/B Ratio	N/A	7.12

Net Assets

UUUG

$18M

Winner

SCLZ

$18M

Expense Ratio

UUUG

N/A

SCLZ

0.79%

Max Drawdown

UUUG

79.88%

Winner

SCLZ

14.16%

Sharpe Ratio

UUUG

-0.30

Winner

SCLZ

1.17

5Y Beta

UUUG

5.82

Winner

SCLZ

0.66

P/E Ratio

UUUG

N/A

SCLZ

31.15

Forward P/E

UUUG

N/A

SCLZ

23.77

PEG Ratio

UUUG

N/A

SCLZ

0.52

5Y EPS CAGR

UUUG

N/A

SCLZ

28.05%

Debt to Equity

UUUG

N/A

SCLZ

2.87%

P/S Ratio

UUUG

N/A

SCLZ

5.79

P/B Ratio

UUUG

N/A

SCLZ

7.12

UUUG vs SCLZ - Holdings Comparison

UUUG and SCLZ have 0 common holdings. Overlap is 0.00%

UUUG's top 25 holdings weight is 8.74%. SCLZ's top 25 holdings weight is 83.41%.

Rank	UUUG	SCLZ
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.74%	APPLE INC (AAPL) - 7.29%
#2	N/A	NVIDIA CORP (NVDA) - 7.16%
#3	N/A	MICRON TECHNOLOGY INC (MU) - 5.77%
#4	N/A	ALPHABET INC CLASS A (GOOGL) - 5.51%
#5	N/A	BROADCOM INC (AVGO) - 5.44%
#6	N/A	MICROSOFT CORP (MSFT) - 4.39%
#7	N/A	ADVANCED MICRO DEVICES INC (AMD) - 4.37%
#8	N/A	AMAZON.COM INC (AMZN) - 4.23%
#9	N/A	ELI LILLY AND CO (LLY) - 3.80%
#10	N/A	META PLATFORMS INC CLASS A (META) - 3.58%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 3.39%
#12	N/A	CISCO SYSTEMS INC (CSCO) - 3.25%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.12%
#14	N/A	JOHNSON & JOHNSON (JNJ) - 2.47%
#15	N/A	GE AEROSPACE (GE) - 2.28%
#16	N/A	VISA INC CLASS A (V) - 2.25%
#17	N/A	EXXON MOBIL CORP (XOM) - 2.17%
#18	N/A	TESLA INC (TSLA) - 1.84%
#19	N/A	n/a (PLTR) - 1.76%
#20	N/A	MASTERCARD INC CLASS A (MA) - 1.75%
#21	N/A	ABBVIE INC (ABBV) - 1.74%
#22	N/A	WALMART INC (WMT) - 1.63%
#23	N/A	CATERPILLAR INC (CAT) - 1.57%
#24	N/A	THE HOME DEPOT INC (HD) - 1.36%
#25	N/A	RTX CORP (RTX) - 1.29%
Total Holdings	1	98

UUUG vs SCLZ - Historical Returns

Returns include dividend reinvestment.

Period	UUUG	SCLZ
1 month	-53.74%	+1.43%
3 months	-56.03%	+5.63%
6 months	N/A	+5.81%
1 year	N/A	+15.29%
Max(CAGR)	-90.96%	+12.48%

UUUG

-53.74%

Winner

SCLZ

+1.43%

UUUG

-56.03%

Winner

SCLZ

+5.63%

UUUG

N/A

SCLZ

+5.81%

UUUG

N/A

SCLZ

+15.29%

Max(CAGR)

UUUG

-90.96%

Winner

SCLZ

+12.48%

UUUG vs SCLZ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	UUUG	SCLZ
2026	-60.98%	+5.33%
2025	N/A	+11.46%
2024	N/A	+11.88%

UUUG vs SCLZ Drawdown Comparison

The maximum drawdown for UUUG was -79.88%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current UUUG drawdown is -79.88%. The current SCLZ drawdown is -1.73%.

Rank	UUUG	SCLZ
#1	-79.88% Jan 28, 2026 - Jun 5, 2026	-12.58% Feb 19, 2025 - Jul 3, 2025
#2	-16.57% Jan 23, 2026 - Jan 28, 2026	-7.00% Feb 2, 2026 - Apr 14, 2026
#3	-8.56% Jan 20, 2026 - Jan 22, 2026	-4.59% Jul 16, 2024 - Aug 15, 2024
#4	N/A	-4.22% Oct 28, 2025 - Dec 22, 2025
#5	N/A	-4.22% Mar 28, 2024 - May 15, 2024
#6	N/A	-3.30% Dec 16, 2024 - Jan 23, 2025
#7	N/A	-2.26% Oct 18, 2024 - Nov 7, 2024
#8	N/A	-2.21% Aug 30, 2024 - Sep 13, 2024
#9	N/A	-2.14% Jan 12, 2026 - Feb 2, 2026
#10	N/A	-2.11% May 21, 2024 - Jun 13, 2024
#11	N/A	-2.03% Nov 8, 2024 - Nov 26, 2024
#12	N/A	-1.73% Jun 4, 2026 - Jun 5, 2026
#13	N/A	-1.42% Oct 8, 2025 - Oct 20, 2025
#14	N/A	-1.35% Jul 23, 2025 - Aug 15, 2025
#15	N/A	-1.24% Mar 1, 2024 - Mar 12, 2024

Correlation

Correlation between UUUG and SCLZ is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

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