Compare · 2 funds side by side · dividends reinvested

CHDG and HEGD

CHDGCalamos×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,042HEGD · best of the two

02 / 03

CHDG and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.0%+4.2%+14.0%+7.0%−4.6%8.5%$739M1.1

Calamos ETF Trust - Calamos Active Hedged Equity ETFDefined Outcome · Hedged equity0.64%0.00%[…][…][…][…][…][…]$3M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CHDG 2026 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos Active Hedged Equity ETF · $3M[…]

CHDG

HEGD

Swan Hedged Equity US Large Cap ETF · $739M$14,042

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CHDGMeasureHEGD

[…]Year to dateJan 1 → Nov 6+4.0%

[…]1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $14,811+14.0%

[…]5 years · per year$10,000 became […] · $14,042+7.0%

0.64%Expense ratio$64 · $88 a year on $10k · lower is better0.88%

0.00%Trailing 12-mo yield$0 · $34 a year on $10k0.34%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer8.5%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHDG vs HEGD: Top 5 Holdings

Today

CHDG

96.8%in top 5

HEGD

in top 592.2%

CHDGStockHEGD

96.8%SPYMnot top 5

not top 5SPY92.2%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CHDG vs HEGD Returns, Every Period

CalamosCHDG

[…]

past year

HEGDSwan

+4.2%

past year

Returns […]

CHDGHEGDFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CHDG vs HEGD

YTD

CalamosCHDG

[…]

HEGDSwan

+4.0%

[…]Year to date+4.0%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y8.5%

0.0%Yield0.3%

$2.5MAssets$739M

1–0HEGD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHDG, HEGD

Today

0.64%lowest, CHDG

FundExpense ratioFee$10k

CHDG0.64%$64

HEGD0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CHDG, HEGD

0.34%highest, HEGD

FundTrailing yieldYield$10k

HEGD0.34%$34

CHDG0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$54most kept, HEGD

HEGD$34 − $88 = −$54

CHDG$0 − $64 = −$64

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CHDG, HEGD

Today

0.0%most shared, CHDG and HEGD

CHDGHEGD

CHDG—0.0%

HEGD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.2%HEGD, at 8.5% volatility

HEGDWorst drop−4.6%8.5% vol

CHDGWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026