ETF Decision Dashboard

HEGD

Swan Hedged Equity US Large Cap ETF

Equity Hedged · Swan

Live price history could not be loaded (Unexpected response for HEGD (not CSV; likely blocked or unknown symbol)). The figures below are omitted rather than estimated.

Snapshot figures (2025-05-25, not current)

Assets
$379M
Yield
0.44%
3Y return
9.6%
5Y return
n/a

Largest other funds in Equity Hedged

HELOJpmorgan Hedged Equity Laddered Overlay ETF$2.9Bn/a
ACIOAptus Collared Investment Opportunity ETF$1.7B11.9%
FHEQFidelity Hedged Equity ETF$551Mn/a
NBOSNeuberger Berman Option Strategy ETF$446M8.3%
HEQTSimplify Hedged Equity ETF$402M11.6%
CAOSAlpha Architect Tail Risk ETF$374M4.8%
MRSKToews Agility Shares Managed Risk ETF$265M6.7%
SWANAmplify BlackSwan Growth & Treasury Core ETF$242M4.3%

Funds in one category often hold similar portfolios, so cost and structure usually matter more than the difference in headline returns.

Not investment advice. Past performance does not predict future results.