Compare · 2 funds side by side · dividends reinvested

JULZ and HEGD

JULZTrueShares×HEGDSwan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,802JULZ · best of the two

Story of the two · IncomeMost incomeJULZ · 11.10% · $1,110 a year on $10k

Story of the two · RiskSmallest drop

JULZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Trueshares Structured Outcome (July) ETFDefined Outcome · Hedged equity0.79%11.10%+7.8%+9.2%+15.7%+9.6%−8.5%11.6%$38M1.3

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.9%+5.5%+13.7%+7.2%−4.6%8.7%$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 10, 2026 · returns include dividends · since: JULZ 2020 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Trueshares Structured Outcome (July) ETF · $38M$15,802

JULZ

HEGD

Swan Hedged Equity US Large Cap ETF · $719M$14,152

$10,000 five years ago, dividends reinvested

JULZMeasureHEGD

+7.8%

More Ways to See the Pairs

JULZ vs HEGD: Top 5 Holdings

Today

JULZ

[…]in top 5

HEGD

in top 593.1%

JULZStockHEGD

not top 5SPY93.1%

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

Cost, Income and Risk

Fees: JULZ, HEGD

Today

0.79%lowest, JULZ

FundExpense ratioFee$10k

JULZ0.79%$79

HEGD0.88%$88

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

Yields: JULZ, HEGD

1Y

11.10%highest, JULZ

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+4.9%

+9.2%1 yearTotal return+5.5%

+15.7%3 years · per year$10,000 became $15,474 · $14,694+13.7%

+9.6%5 years · per year$10,000 became $15,802 · $14,152+7.2%

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

11.10%Trailing 12-mo yield$1,110 · $34 a year on $10k0.34%

−8.5%Worst dropSmaller is better−4.6%

11.6%VolatilityLower is calmer8.7%

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

6–2JULZ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

JULZ vs HEGD Returns, Every Period

5Y

TrueSharesJULZ

+9.6%

5 years, per year

HEGDSwan

+7.2%

5 years, per year

JULZHEGDFaded: behind in that period

4–0JULZ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JULZ vs HEGD

YTD

TrueSharesJULZ

+7.8%

HEGDSwan

+4.9%

+7.8%Year to date+4.9%

−8.5%Worst drop · 1Y−4.6%

11.6%Volatility · 1Y8.7%

11.1%Yield0.3%

$37.6MAssets$719M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JULZ11.10%$1,110

HEGD0.34%$34

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,031most kept, JULZ

JULZ$1,110 − $79 = $1,031

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JULZ, HEGD

Today

[…]holdings […]

JULZHEGD

JULZ—[…]

HEGD[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.2%JULZ, at 11.6% volatility

HEGDWorst drop−4.6%8.7% vol

JULZWorst drop−8.5%11.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JULZHEGD

+7.8%Year to date+4.9%

11.1%Yield0.3%

+9.2%Past year+5.5%

0.79%Fee0.88%

4–0JULZ wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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JULZ and HEGD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two