Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
LDRXvsSCLZETF Comparison
SGI Enhanced Market Leaders ETF (LDRX) and Swan Enhanced Dividend Income ETF (SCLZ) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. LDRX is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.79% for SCLZ. LDRX is down -2.74% year-to-date (YTD) with +$20M in YTD flows. SCLZ performs better with -0.4% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of LDRX and SCLZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
LDRX vs SCLZ performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LDRX SCLZ | -2.15%-0.91% | -3.24%+0.45% | -2.74%-0.40% | n/a+10.42% | n/an/a | n/an/a |
| Flows | LDRX SCLZ | +$20M- | +$19M+$1M | +$20M- | -+$5M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LDRX SCLZ | +11.72%+9.26% | n/a+13.13% | n/an/a | n/an/a |
| Max drawdown | LDRX SCLZ | -4.56%-2.59% | n/a-9.53% | n/an/a | n/an/a |
| Max drawdown duration | LDRX SCLZ | 76d36d | n/a43d | n/an/a | n/an/a |
LDRX | SCLZ | |
Last sale 3/12/2026 at 1:30 PM | $31.54 | $53.15 |
| Previous close 03/11/2026 | $32.00 | $53.76 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
LDRX | SCLZ | |
|---|---|---|
| Last price | $31.54 | $53.15 |
| 1D performance | -1.42% | -1.14% |
| AuM | $210.46 M | $16.11 M |
| E/R | 0.5% | 0.79% |
LDRX | SCLZ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Summit Global Investments | Swan Capital Management |
| Benchmark | - | - |
| N° of holdings | 99 | 54 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 2, 2025 | February 27, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the LDRX and SCLZ ETFs performed in 2026?
As of March 11, 2026, LDRX is down -2.74% year-to-date (YTD), while SCLZ has lost -0.4%. That puts SCLZ better performer ahead so far this year.
Which ETF is attracting more investor money: LDRX or SCLZ?
Year-to-date, the LDRX ETF saw +$20M in flows, compared to - for SCLZ.
Which ETF is bigger: LDRX or SCLZ?
As of March 11, 2026, LDRX holds $210.46 M in assets under management (AUM), while SCLZ manages $16.11 M.
What sectors do the LDRX and SCLZ ETFs invest in?
LDRX leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SCLZ focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the LDRX ETF and SCLZ ETF?
LDRX top holdings include NVIDIA, APPLE and MICROSOFT-T. SCLZ holds in its top three: APPLE, NVIDIA and ALPHABET INC-CL.
Which ETF is more diversified: LDRX or SCLZ?
LDRX holds 100 securities with 62.92% of its assets in the top 15. SCLZ has 54 securities and a top 15 weight of 56.13%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
