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SCLZ vs. FIYY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCLZ vs. FIYY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Swan Enhanced Dividend Income ETF (SCLZ) and GraniteShares YieldBOOST 20Y+ Treasuries ETF (FIYY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SCLZ

1D
-0.59%
1M
1.65%
6M
6.26%
YTD
7.02%
1Y
14.91%
3Y*
5Y*
10Y*

FIYY

1D
-0.07%
1M
-0.64%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCLZ vs. FIYY - Yearly Performance Comparison


Correlation

The correlation between SCLZ and FIYY is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 5, 2026

0.39

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Return for Risk

SCLZ vs. FIYY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCLZ
SCLZ Risk / Return Rank: 6060
Overall Rank
SCLZ Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SCLZ Sortino Ratio Rank: 5858
Sortino Ratio Rank
SCLZ Omega Ratio Rank: 6060
Omega Ratio Rank
SCLZ Calmar Ratio Rank: 5454
Calmar Ratio Rank
SCLZ Martin Ratio Rank: 6969
Martin Ratio Rank

FIYY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCLZ vs. FIYY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Swan Enhanced Dividend Income ETF (SCLZ) and GraniteShares YieldBOOST 20Y+ Treasuries ETF (FIYY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCLZFIYYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.14

Martin ratioReturn relative to average drawdown

10.06

SCLZ vs. FIYY - Sharpe Ratio Comparison


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Drawdowns

SCLZ vs. FIYY - Drawdown Comparison

The maximum SCLZ drawdown since its inception was -12.58%, which is greater than FIYY's maximum drawdown of -2.51%. Use the drawdown chart below to compare losses from any high point for SCLZ and FIYY.


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Drawdown Indicators


SCLZFIYYDifference

Max Drawdown

Largest peak-to-trough decline

-12.58%

-2.51%

-10.07%

Max Drawdown (1Y)

Largest decline over 1 year

-7.00%

Current Drawdown

Current decline from peak

-0.59%

-2.13%

+1.54%

Average Drawdown

Average peak-to-trough decline

-1.35%

-1.47%

+0.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

Volatility

SCLZ vs. FIYY - Volatility Comparison


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Volatility by Period


SCLZFIYYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.95%

Volatility (6M)

Calculated over the trailing 6-month period

8.03%

Volatility (1Y)

Calculated over the trailing 1-year period

9.64%

5.08%

+4.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.34%

5.08%

+6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.34%

5.08%

+6.26%

SCLZ vs. FIYY - Expense Ratio Comparison

SCLZ has a 0.79% expense ratio, which is lower than FIYY's 1.07% expense ratio.


Dividends

SCLZ vs. FIYY - Dividend Comparison

SCLZ's dividend yield for the trailing twelve months is around 7.98%, more than FIYY's 1.13% yield.


PositionTTM20252024
FIYY
GraniteShares YieldBOOST 20Y+ Treasuries ETF
1.13%0.00%0.00%
SCLZ
Swan Enhanced Dividend Income ETF
7.98%7.53%4.86%

Frequently Asked Questions


SCLZ and FIYY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SCLZ is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCLZ is cheaper with a 0.79% expense ratio, compared with 1.07% for FIYY.

SCLZ has the higher dividend yield at 7.98%, compared with 1.13% for FIYY.

They also come from different issuers: Swan and GraniteShares. Their fees differ too: 0.79% for SCLZ and 1.07% for FIYY.

Portfolio Optimizer

Find the right allocation for SCLZ and FIYY

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