Compare · 2 funds side by side · dividends reinvested

HAWG and HEGD

HAWGHCM×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,533HEGD · best of the two

02 / 03

HAWG 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%+6.7%+6.2%+15.2%+7.8%−4.4%8.1%$731M1.0

HCM Hedged Equity ETFDefined Outcome · Hedged equity1.35%0.00%[…][…][…][…][…][…]$200M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: HAWG 2026 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

HCM Hedged Equity ETF · $200M[…]

HAWG

HEGD

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

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

HAWGMeasureHEGD

[…]Year to dateJan 1 → Nov 5+6.7%

[…]1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $15,284+15.2%

[…]5 years · per year$10,000 became […] · $14,533+7.8%

1.35%Expense ratio$135 · $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−4.4%

[…]VolatilityLower is calmer8.1%

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

0–2HEGD wins

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

More Ways to See the Pairs

HAWG vs HEGD: Top 5 Holdings

Today

HAWG

38.3%in top 5

HEGD

in top 593.8%

HAWGStockHEGD

not top 5SPY93.8%

10.7%AAPLnot top 5

9.9%NVDAnot top 5

8.7%MSFTnot top 5

5.5%AMZNnot top 5

3.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

HAWG vs HEGD Returns, Every Period

HCMHAWG

[…]

past year

HEGDSwan

+6.2%

past year

Returns […]

HAWGHEGDFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

HAWG vs HEGD

YTD

HCMHAWG

[…]

HEGDSwan

+6.7%

[…]Year to date+6.7%

[…]Worst drop · 1Y−4.4%

[…]Volatility · 1Y8.1%

0.0%Yield0.3%

$200MAssets$731M

1–0HEGD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAWG, HEGD

Today

0.88%lowest, HEGD

FundExpense ratioFee$10k

HEGD0.88%$88

HAWG1.35%$135

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAWG, HEGD

0.34%highest, HEGD

FundTrailing yieldYield$10k

HEGD0.34%$34

HAWG0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$54most kept, HEGD

HEGD$34 − $88 = −$54

HAWG$0 − $135 = −$135

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAWG, HEGD

Today

0.0%most shared, HAWG and HEGD

HAWGHEGD

HAWG—0.0%

HEGD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.2%HEGD, at 8.1% volatility

HEGDWorst drop−4.4%8.1% vol

HAWGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026