Compare · 2 funds side by side · dividends reinvested

FEBZ and HEGD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,144FEBZ · best of the two

02 / 04

FEBZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (February) ETFDefined Outcome · Hedged equity0.79%2.94%+8.8%+8.3%+16.6%+10.1%−7.2%10.0%$32M1.3

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: FEBZ 2021 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (February) ETF · $32M$16,144

FEBZ

HEGD

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

$10,000 five years ago, dividends reinvested

FEBZMeasureHEGD

+8.8%Year to dateJan 1 → Nov 4+6.7%

+8.3%1 yearTotal return+6.2%

+16.6%3 years · per year$10,000 became $15,838 · $15,284+15.2%

+10.1%5 years · per year$10,000 became $16,144 · $14,533+7.8%

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

2.94%Trailing 12-mo yield$294 · $34 a year on $10k0.34%

−7.2%Worst dropSmaller is better−4.4%

10.0%VolatilityLower is calmer8.1%

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

6–2FEBZ wins

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

More Ways to See the Pairs

FEBZ vs HEGD: Top 5 Holdings

Today

FEBZ

[…]in top 5

HEGD

in top 593.3%

FEBZStockHEGD

not top 5SPY93.3%

Held in common[…]

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

FEBZ vs HEGD Returns, Every Period

TrueSharesFEBZ

+10.1%

5 years, per year

HEGDSwan

+7.8%

5 years, per year

FEBZHEGDFaded: behind in that period

4–0FEBZ wins

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

FEBZ vs HEGD

YTD

TrueSharesFEBZ

+8.8%

HEGDSwan

+6.7%

+8.8%Year to date+6.7%

−7.2%Worst drop · 1Y−4.4%

10.0%Volatility · 1Y8.1%

2.9%Yield0.3%

$31.9MAssets$731M

2–2level

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

Cost, Income and Risk

Fees: FEBZ, HEGD

Today

0.79%lowest, FEBZ

FundExpense ratioFee$10k

FEBZ0.79%$79

HEGD0.88%$88

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

Yields: FEBZ, HEGD

2.94%highest, FEBZ

FundTrailing yieldYield$10k

FEBZ2.94%$294

HEGD0.34%$34

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

Income After Fees on $10,000

$215most kept, FEBZ

FEBZ$294 − $79 = $215

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: FEBZ, HEGD

Today

[…]holdings […]

FEBZHEGD

FEBZ—[…]

HEGD[…]—

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

Return vs Bumpiness: 2 ETFs

+8.3%FEBZ, at 10.0% volatility

HEGDWorst drop−4.4%8.1% vol

FEBZWorst drop−7.2%10.0% vol

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

Paid More vs Made More

YTD

FEBZHEGD

+8.8%Year to date+6.7%

2.9%Yield0.3%

+8.3%Past year+6.2%

0.79%Fee0.88%

4–0FEBZ 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