Compare · 2 funds side by side · dividends reinvested

JANZ and HEGD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,202JANZ · best of the two

02 / 04

JANZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (January) ETFDefined Outcome · Hedged equity0.80%1.34%+5.7%+6.1%+15.5%+8.7%−6.8%11.2%$40M1.3

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%$719M1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (January) ETF · $40M$15,202

JANZ

HEGD

Swan Hedged Equity US Large Cap ETF · $719M$14,042

$10,000 five years ago, dividends reinvested

JANZMeasureHEGD

+5.7%Year to dateJan 1 → Nov 6+4.0%

+6.1%1 yearTotal return+4.2%

+15.5%3 years · per year$10,000 became $15,417 · $14,811+14.0%

+8.7%5 years · per year$10,000 became $15,202 · $14,042+7.0%

0.80%Expense ratio$80 · $88 a year on $10k · lower is better0.88%

1.34%Trailing 12-mo yield$134 · $34 a year on $10k0.34%

−6.8%Worst dropSmaller is better−4.6%

11.2%VolatilityLower is calmer8.5%

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

6–2JANZ wins

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

More Ways to See the Pairs

JANZ vs HEGD: Top 5 Holdings

Today

JANZ

[…]in top 5

HEGD

in top 592.2%

JANZStockHEGD

not top 5SPY92.2%

Held in common[…]

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

JANZ vs HEGD Returns, Every Period

TrueSharesJANZ

+8.7%

5 years, per year

HEGDSwan

+7.0%

5 years, per year

JANZHEGDFaded: behind in that period

4–0JANZ wins

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

JANZ vs HEGD

YTD

TrueSharesJANZ

+5.7%

HEGDSwan

+4.0%

+5.7%Year to date+4.0%

−6.8%Worst drop · 1Y−4.6%

11.2%Volatility · 1Y8.5%

1.3%Yield0.3%

$39.8MAssets$719M

2–2level

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

Cost, Income and Risk

Fees: JANZ, HEGD

Today

0.80%lowest, JANZ

FundExpense ratioFee$10k

JANZ0.80%$80

HEGD0.88%$88

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

Yields: JANZ, HEGD

1.34%highest, JANZ

FundTrailing yieldYield$10k

JANZ1.34%$134

HEGD0.34%$34

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

Income After Fees on $10,000

$54most kept, JANZ

JANZ$134 − $80 = $54

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: JANZ, HEGD

Today

[…]holdings […]

JANZHEGD

JANZ—[…]

HEGD[…]—

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

Return vs Bumpiness: 2 ETFs

+6.1%JANZ, at 11.2% volatility

HEGDWorst drop−4.6%8.5% vol

JANZWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

JANZHEGD

+5.7%Year to date+4.0%

1.3%Yield0.3%

+6.1%Past year+4.2%

0.80%Fee0.88%

4–0JANZ wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026