Compare · 2 funds side by side · dividends reinvested

HEGD and SFLR

HEGDSwan×SFLRInnovator×

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 / 04

HEGD and SFLR, 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%$730M1.3

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+6.7%+6.6%+16.7%[…]−6.8%10.0%$2.2B1.7

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: HEGD 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

Swan Hedged Equity US Large Cap ETF · $730M$14,533

HEGD

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

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

HEGDMeasureSFLR

+6.7%Year to dateJan 1 → Nov 4+6.7%

+6.2%1 yearTotal return+6.6%

+15.2%3 years · per year$10,000 became $15,284 · $15,874+16.7%

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

0.88%Expense ratio$88 · $89 a year on $10k · lower is better0.89%

0.34%Trailing 12-mo yield$34 · $24 a year on $10k0.24%

−4.4%Worst dropSmaller is better−6.8%

8.1%VolatilityLower is calmer10.0%

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

4–2HEGD wins

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

More Ways to See the Pairs

HEGD vs SFLR: Top 5 Holdings

Today

HEGD

93.3%in top 5

SFLR

in top 527.1%

HEGDStockSFLR

93.3%SPYnot top 5

not top 5NVDA7.5%

not top 5AAPL7.5%

not top 5MSFT5.7%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

HEGD vs SFLR Returns, Every Period

SwanHEGD

+6.2%

past year

SFLRInnovator

+6.6%

past year

HEGDSFLRFaded: behind in that period

0–2SFLR wins

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

HEGD vs SFLR

YTD

SwanHEGD

+6.7%

SFLRInnovator

+6.7%

+6.7%Year to date+6.7%

−4.4%Worst drop · 1Y−6.8%

8.1%Volatility · 1Y10.0%

0.3%Yield0.2%

$730MAssets$2.2B

3–0HEGD wins

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

Cost, Income and Risk

Fees: HEGD, SFLR

Today

0.88%lowest, HEGD

FundExpense ratioFee$10k

HEGD0.88%$88

SFLR0.89%$89

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

Yields: HEGD, SFLR

0.34%highest, HEGD

FundTrailing yieldYield$10k

HEGD0.34%$34

SFLR0.24%$24

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

Income After Fees on $10,000

−$54most kept, HEGD

HEGD$34 − $88 = −$54

SFLR$24 − $89 = −$65

KeptFee

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

Overlap: HEGD, SFLR

Today

0.0%most shared, HEGD and SFLR

HEGDSFLR

HEGD—0.0%

SFLR0.0%—

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

Return vs Bumpiness: 2 ETFs

+6.6%SFLR, at 10.0% volatility

HEGDWorst drop−4.4%8.1% vol

SFLRWorst drop−6.8%10.0% vol

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

Paid More vs Made More

YTD

HEGDSFLR

+6.7%Year to date+6.7%

0.3%Yield0.2%

+6.2%Past year+6.6%

0.88%Fee0.89%

2–1HEGD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026