SCLZvsLDRXETF Comparison
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Swan Enhanced Dividend Income ETF (SCLZ) and SGI Enhanced Market Leaders ETF (LDRX) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. SCLZ is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for LDRX. SCLZ is up 2.54% year-to-date (YTD) with +$1M in YTD flows. LDRX performs better with 3.81% YTD performance, and +$26M in YTD flows. Run a side-by-side ETF comparison of SCLZ and LDRX 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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SCLZ vs LDRX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCLZ LDRX | +5.77%+14.44% | +1.96%+3.21% | +2.54%+3.81% | +16.72%n/a | n/an/a | n/an/a |
| Flows | SCLZ LDRX | --$2M | +$1M+$26M | +$1M+$26M | +$4M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCLZ LDRX | +13.17%+16.14% | +9.41%n/a | n/an/a | n/an/a |
| Max drawdown | SCLZ LDRX | -6.96%-10.18% | -6.96%n/a | n/an/a | n/an/a |
| Max drawdown duration | SCLZ LDRX | 70d71d | 70dn/a | n/an/a | n/an/a |
Trading data
SCLZ | LDRX | |
Last sale 4/28/2026 at 1:30 PM | $54.55 | $34.09 |
| Previous close 04/27/2026 | $54.55 | $34.00 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
SCLZ | LDRX | |
|---|---|---|
| Last price | $54.55 | $34.09 |
| 1D performance | +0.00% | +0.26% |
| AuM | $17.72 M | $231.15 M |
| E/R | 0.79% | 0.5% |
Characteristics
SCLZ | LDRX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Swan Capital Management | Summit Global Investments |
| Benchmark | - | - |
| N° of holdings | 53 | 97 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 27, 2024 | May 2, 2025 |
| ESG | No | No |
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Exposure
Countries
SCLZ
USA
92.15%
Other
7.85%
LDRX
USA
98.37%
Other
1.63%
Sectors
SCLZ
Information Techn.
33.91%
Communication Ser.
10.05%
Consumer Discreti.
9.72%
Health Care
9.23%
Industrials
8.43%
Financials
8.22%
Other
20.44%
LDRX
Information Techn.
40.17%
Communication Ser.
13.79%
Consumer Discreti.
10.28%
Health Care
9.07%
Financials
8.67%
Other
18.02%
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Diversification
SCLZ
Total weight of top 15 holdings out of 15
57.74%
LDRX
Total weight of top 15 holdings out of 15
59.9%
Top 15 holdings
Data as of March 31, 2026
SCLZ
APPLE
6.57%
NVIDIA
6.36%
BROADCOM LIMITED
4.79%
ALPHABET INC-CL
4.54%
MICROSOFT-T
4.26%
META PLATFORMS
3.69%
AMAZON.COM INC
3.63%
LILLY
3.61%
JPMORGAN CHASE
3.57%
BERKSHIRE HATHWAY
3.37%
MICRON TECHNOLOGY
3.09%
JOHNSON&JOHNSON
2.82%
EXXON
2.60%
CISCO-T
2.47%
GENERAL ELECTRIC
2.35%
LDRX
NVIDIA
10.29%
APPLE
9.05%
ALPHABET INC-CL
7.56%
MICROSOFT-T
6.83%
AMAZON.COM INC
5.04%
BROADCOM LIMITED
3.61%
META PLATFORMS
3.30%
TESLA
2.61%
BERKSHIRE HATHWAY
2.20%
JPMORGAN CHASE
1.96%
LILLY
1.76%
EXXON
1.73%
JOHNSON&JOHNSON
1.41%
VISA INCORPORATION
1.28%
WALMART INC
1.27%
Frequently asked questions about SCLZ and LDRX
How have the SCLZ and LDRX ETFs performed in 2026?
As of April 24, 2026, SCLZ is up 2.54% year-to-date (YTD), while LDRX has returned 3.81%. That puts LDRX better performer ahead so far this year.
Which ETF is attracting more investor money: SCLZ or LDRX?
Year-to-date, the SCLZ ETF saw +$1M in flows, compared to +$26M for LDRX.
Which ETF is bigger: SCLZ or LDRX?
As of April 24, 2026, SCLZ holds $17.72 M in assets under management (AUM), while LDRX manages $231.15 M.
What sectors do the SCLZ and LDRX ETFs invest in?
SCLZ leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, LDRX focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the SCLZ ETF and LDRX ETF?
SCLZ top holdings include APPLE, NVIDIA and BROADCOM LIMITED. LDRX holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: SCLZ or LDRX?
SCLZ holds 53 securities with 57.74% of its assets in the top 15. LDRX has 100 securities and a top 15 weight of 59.9%.
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