Compare · 2 funds side by side · dividends reinvested

APRZ and HEGD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,240APRZ · best of the two

02 / 04

APRZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (April) ETFDefined Outcome · Hedged equity0.79%3.10%+8.3%+7.9%+17.0%+10.2%−8.8%11.3%$33M1.3

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+6.7%+6.2%+15.2%+7.8%−4.4%8.1%$731M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: APRZ 2021 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (April) ETF · $33M$16,240

APRZ

HEGD

Swan Hedged Equity US Large Cap ETF · $731M$14,533

$10,000 five years ago, dividends reinvested

APRZMeasureHEGD

+8.3%Year to dateJan 1 → Nov 4+6.7%

+7.9%1 yearTotal return+6.2%

+17.0%3 years · per year$10,000 became $16,016 · $15,284+15.2%

+10.2%5 years · per year$10,000 became $16,240 · $14,533+7.8%

0.79%Expense ratio$79 · $88 a year on $10k · lower is better0.88%

3.10%Trailing 12-mo yield$310 · $34 a year on $10k0.34%

−8.8%Worst dropSmaller is better−4.4%

11.3%VolatilityLower is calmer8.1%

APRZHEGD Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2APRZ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APRZ vs HEGD: Top 5 Holdings

Today

APRZ

[…]in top 5

HEGD

in top 593.3%

APRZStockHEGD

not top 5SPY93.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

APRZ vs HEGD Returns, Every Period

TrueSharesAPRZ

+10.2%

5 years, per year

HEGDSwan

+7.8%

5 years, per year

APRZHEGDFaded: behind in that period

4–0APRZ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

APRZ vs HEGD

YTD

TrueSharesAPRZ

+8.3%

HEGDSwan

+6.7%

+8.3%Year to date+6.7%

−8.8%Worst drop · 1Y−4.4%

11.3%Volatility · 1Y8.1%

3.1%Yield0.3%

$32.7MAssets$731M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRZ, HEGD

Today

0.79%lowest, APRZ

FundExpense ratioFee$10k

APRZ0.79%$79

HEGD0.88%$88

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: APRZ, HEGD

3.10%highest, APRZ

FundTrailing yieldYield$10k

APRZ3.10%$310

HEGD0.34%$34

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$231most kept, APRZ

APRZ$310 − $79 = $231

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: APRZ, HEGD

Today

[…]holdings […]

APRZHEGD

APRZ—[…]

HEGD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.9%APRZ, at 11.3% volatility

HEGDWorst drop−4.4%8.1% vol

APRZWorst drop−8.8%11.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

APRZHEGD

+8.3%Year to date+6.7%

3.1%Yield0.3%

+7.9%Past year+6.2%

0.79%Fee0.88%

4–0APRZ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026