LDRXvsSCLZETF Comparison
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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 up 7.02% year-to-date (YTD) with +$28M in YTD flows. SCLZ performs worse with 5.44% YTD performance, and +$1M 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.
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LDRX vs SCLZ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LDRX SCLZ | -0.87%+0.43% | +11.64%+6.99% | +7.02%+5.44% | +24.26%+14.52% | n/an/a | n/an/a |
| Flows | LDRX SCLZ | +$2M- | +$9M+$1M | +$28M+$1M | +$20M+$4M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LDRX SCLZ | +16.71%+12.26% | +13.15%+9.45% | n/an/a | n/an/a |
| Max drawdown | LDRX SCLZ | -5.83%-4.97% | -10.72%-6.96% | n/an/a | n/an/a |
| Max drawdown duration | LDRX SCLZ | 21d22d | 167d70d | n/an/a | n/an/a |
Trading data
LDRX | SCLZ | |
Last sale 6/12/2026 at 1:30 PM | $35.10 | $55.67 |
| Previous close 06/11/2026 | $35.05 | $55.53 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
LDRX | SCLZ | |
|---|---|---|
| Last price | $35.10 | $55.67 |
| 1D performance | +0.13% | +0.24% |
| AuM | $240.75 M | $18.09 M |
| E/R | 0.5% | 0.79% |
Characteristics
LDRX | SCLZ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Summit Global Investments | Swan Capital Management |
| Benchmark | - | - |
| N° of holdings | 97 | 53 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 2, 2025 | February 27, 2024 |
| ESG | No | No |
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Exposure
Countries
LDRX
USA
98.51%
Other
1.49%
SCLZ
USA
93.56%
Other
6.44%
Sectors
LDRX
Information Techn.
42.9%
Communication Ser.
14.51%
Consumer Discreti.
10.46%
Financials
8.13%
Health Care
7.78%
Other
16.22%
SCLZ
Information Techn.
37.89%
Communication Ser.
10.7%
Consumer Discreti.
9.77%
Health Care
7.97%
Industrials
7.9%
Financials
7.81%
Other
17.95%
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Diversification
LDRX
Total weight of top 15 holdings out of 15
62.3%
SCLZ
Total weight of top 15 holdings out of 15
61.64%
Top 15 holdings
Data as of April 30, 2026
LDRX
NVIDIA
11.75%
APPLE
8.55%
ALPHABET INC-CL
8.43%
MICROSOFT-T
7.04%
AMAZON.COM INC
5.70%
BROADCOM LIMITED
4.49%
META PLATFORMS
3.64%
TESLA
2.42%
BERKSHIRE HATHWAY
1.91%
JPMORGAN CHASE
1.87%
LILLY
1.50%
MICRON TECHNOLOGY
1.38%
EXXON
1.30%
ADVANCED MICRO DEVICES
1.17%
VISA INCORPORATION
1.15%
SCLZ
NVIDIA
7.18%
APPLE
6.47%
BROADCOM LIMITED
5.72%
ALPHABET INC-CL
5.10%
MICROSOFT-T
4.56%
MICRON TECHNOLOGY
4.27%
AMAZON.COM INC
4.18%
META PLATFORMS
4.00%
JPMORGAN CHASE
3.50%
ADVANCED MICRO DEVICES
3.19%
LILLY
3.17%
BERKSHIRE HATHWAY
3.11%
CISCO-T
2.55%
JOHNSON&JOHNSON
2.43%
GENERAL ELECTRIC
2.21%
Frequently asked questions about LDRX and SCLZ
How have the LDRX and SCLZ ETFs performed in 2026?
As of June 12, 2026, LDRX is up 7.02% year-to-date (YTD), while SCLZ has returned 5.44%. That puts LDRX better performer ahead so far this year.
Which ETF is attracting more investor money: LDRX or SCLZ?
Year-to-date, the LDRX ETF saw +$28M in flows, compared to +$1M for SCLZ.
Which ETF is more volatile: LDRX or SCLZ?
Over the past year, LDRX had a volatility of 13.15%, while SCLZ experienced 9.45%.
Which ETF is bigger: LDRX or SCLZ?
As of June 12, 2026, LDRX holds $240.75 M in assets under management (AUM), while SCLZ manages $18.09 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 ALPHABET INC-CL. SCLZ holds in its top three: NVIDIA, APPLE and BROADCOM LIMITED.
Which ETF is more diversified: LDRX or SCLZ?
LDRX holds 100 securities with 62.3% of its assets in the top 15. SCLZ has 53 securities and a top 15 weight of 61.64%.
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