VUS vs SCLZ
Comparison between Virtus US Dividend ETF (VUS, ETF) and SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF).
VUS vs SCLZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VUS
$18M
SCLZ
$18M
Expense Ratio
Winner
VUS
0.25%
SCLZ
0.79%
Max Drawdown
Winner
VUS
10.21%
SCLZ
14.16%
Sharpe Ratio
Winner
VUS
1.80
SCLZ
1.01
5Y Beta
VUS
0.99
Winner
SCLZ
0.67
P/E Ratio
Winner
VUS
21.51
SCLZ
27.31
Forward P/E
Winner
VUS
15.70
SCLZ
22.54
PEG Ratio
VUS
N/A
SCLZ
0.30
5Y EPS CAGR
VUS
22.49%
Winner
SCLZ
26.04%
Debt to Equity
VUS
N/A
SCLZ
6.65%
P/S Ratio
Winner
VUS
2.47
SCLZ
4.98
P/B Ratio
Winner
VUS
3.18
SCLZ
6.34
VUS vs SCLZ - Holdings Comparison
VUS and SCLZ have 22 common holdings. Overlap is 37.27%
VUS's top 25 holdings weight is 49.73%. SCLZ's top 25 holdings weight is 71.25%.
| Rank | VUS | SCLZ |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.46% | MICROSOFT CORP (MSFT) - 6.59% |
| #2 | NVIDIA CORP (NVDA) - 5.64% | NVIDIA CORP (NVDA) - 6.04% |
| #3 | BROADCOM INC (AVGO) - 3.58% | APPLE INC (AAPL) - 5.76% |
| #4 | MICROSOFT CORP (MSFT) - 3.12% | AMAZON.COM INC (AMZN) - 4.13% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.48% | BROADCOM INC (AVGO) - 3.62% |
| #6 | AMAZON.COM INC (AMZN) - 2.33% | JPMORGAN CHASE & CO (JPM) - 3.38% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.37% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.80% | META PLATFORMS INC CLASS A (META) - 3.23% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.80% | ADVANCED MICRO DEVICES INC (AMD) - 2.93% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.63% | ELI LILLY AND CO (LLY) - 2.74% |
| #11 | ANALOG DEVICES INC (ADI) - 1.56% | MICRON TECHNOLOGY INC (MU) - 2.51% |
| #12 | ABBVIE INC (ABBV) - 1.44% | TESLA INC (TSLA) - 2.35% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.33% | CISCO SYSTEMS INC (CSCO) - 2.18% |
| #14 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.29% | VISA INC CLASS A (V) - 2.17% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.28% | ALPHABET INC CLASS A (GOOGL) - 2.09% |
| #16 | AMPHENOL CORP CLASS A (APH) - 1.28% | INTEL CORP (INTC) - 2.05% |
| #17 | U.S. BANCORP (USB) - 1.26% | APPLIED MATERIALS INC (AMAT) - 1.95% |
| #18 | ROKU INC CLASS A (ROKU) - 1.25% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91% |
| #19 | ARISTA NETWORKS INC (ANET) - 1.22% | JOHNSON & JOHNSON (JNJ) - 1.89% |
| #20 | NVENT ELECTRIC PLC (NVT) - 1.21% | CATERPILLAR INC (CAT) - 1.83% |
| #21 | AMGEN INC (AMGN) - 1.20% | GE AEROSPACE (GE) - 1.83% |
| #22 | ALPHABET INC CLASS C (GOOG) - 1.19% | LAM RESEARCH CORP (LRCX) - 1.75% |
| #23 | BANK OF NEW YORK MELLON CORP (BNY) - 1.19% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #24 | TORM (n/a) - 1.17% | MASTERCARD INC CLASS A (MA) - 1.64% |
| #25 | ALTRIA GROUP INC (MO) - 1.14% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.63% |
| Total Holdings | 99 | 117 |
VUS vs SCLZ - Historical Returns
Returns include dividend reinvestment.
1M
VUS
+2.53%
Winner
SCLZ
+2.94%
3M
Winner
VUS
+2.63%
SCLZ
+2.44%
6M
Winner
VUS
+11.89%
SCLZ
+9.38%
1Y
VUS
N/A
SCLZ
+14.29%
Max(CAGR)
Winner
VUS
+32.51%
SCLZ
+12.83%
VUS vs SCLZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | VUS | SCLZ |
|---|---|---|
| 2026 | +20.77% | +9.03% |
| 2025 | +0.81% | +11.46% |
| 2024 | N/A | +11.88% |
VUS vs SCLZ Drawdown Comparison
The maximum drawdown for VUS was -9.43%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current VUS drawdown is -1.04%. The current SCLZ drawdown is -0.82%.
| Rank | VUS | SCLZ |
|---|---|---|
| #1 | -9.43% Feb 25, 2026 - Apr 14, 2026 | -12.58% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -4.13% Jun 2, 2026 - Aug 4, 2026 | -7.00% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -2.86% Jan 28, 2026 - Feb 11, 2026 | -4.59% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -2.82% Dec 11, 2025 - Dec 22, 2025 | -4.22% Oct 28, 2025 - Dec 22, 2025 |
| #5 | -2.42% May 14, 2026 - May 26, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.89% Aug 17, 2026 - Aug 20, 2026 | -3.81% Jul 14, 2026 - Aug 4, 2026 |
| #7 | -1.44% Feb 11, 2026 - Feb 18, 2026 | -3.30% Dec 16, 2024 - Jan 23, 2025 |
| #8 | -1.38% Jan 16, 2026 - Jan 22, 2026 | -2.73% Jun 4, 2026 - Jul 6, 2026 |
| #9 | -1.25% Dec 26, 2025 - Jan 5, 2026 | -2.26% Oct 18, 2024 - Nov 7, 2024 |
| #10 | -0.97% May 6, 2026 - May 8, 2026 | -2.21% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -0.89% Apr 17, 2026 - Apr 22, 2026 | -2.14% Jan 12, 2026 - Feb 2, 2026 |
| #12 | -0.86% Apr 27, 2026 - Apr 30, 2026 | -2.11% May 21, 2024 - Jun 13, 2024 |
| #13 | -0.75% Feb 20, 2026 - Feb 24, 2026 | -2.03% Nov 8, 2024 - Nov 26, 2024 |
| #14 | -0.66% Aug 7, 2026 - Aug 12, 2026 | -1.42% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -0.48% Jan 6, 2026 - Jan 9, 2026 | -1.41% Aug 14, 2026 - Aug 20, 2026 |
Correlation
Correlation between VUS and SCLZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
VUS vs SCLZ dividend yield comparison.
| Year | VUS | SCLZ |
|---|---|---|
| 2026 | 1.26% | 5.47% |
| 2025 | 0.00% | 7.53% |
| 2024 | 0.00% | 4.86% |
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