Compare · 2 funds side by side · dividends reinvested

JUNZ and HEGD

JUNZTrueShares×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,748JUNZ · best of the two

02 / 04

JUNZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (June) ETFDefined Outcome · Hedged equity0.79%2.16%+6.4%+6.7%+15.5%+8.1%−8.3%10.9%$29M1.3

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: JUNZ 2021 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (June) ETF · $29M$14,748

JUNZ

HEGD

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

$10,000 five years ago, dividends reinvested

JUNZMeasureHEGD

+6.4%Year to dateJan 1 → Nov 6+4.0%

+6.7%1 yearTotal return+4.2%

+15.5%3 years · per year$10,000 became $15,408 · $14,811+14.0%

+8.1%5 years · per year$10,000 became $14,748 · $14,042+7.0%

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

2.16%Trailing 12-mo yield$216 · $34 a year on $10k0.34%

−8.3%Worst dropSmaller is better−4.6%

10.9%VolatilityLower is calmer8.5%

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

6–2JUNZ wins

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

More Ways to See the Pairs

JUNZ vs HEGD: Top 5 Holdings

Today

JUNZ

[…]in top 5

HEGD

in top 592.2%

JUNZStockHEGD

not top 5SPY92.2%

Held in common[…]

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

JUNZ vs HEGD Returns, Every Period

TrueSharesJUNZ

+8.1%

5 years, per year

HEGDSwan

+7.0%

5 years, per year

JUNZHEGDFaded: behind in that period

4–0JUNZ wins

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

JUNZ vs HEGD

YTD

TrueSharesJUNZ

+6.4%

HEGDSwan

+4.0%

+6.4%Year to date+4.0%

−8.3%Worst drop · 1Y−4.6%

10.9%Volatility · 1Y8.5%

2.2%Yield0.3%

$29.3MAssets$719M

2–2level

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

Cost, Income and Risk

Fees: JUNZ, HEGD

Today

0.79%lowest, JUNZ

FundExpense ratioFee$10k

JUNZ0.79%$79

HEGD0.88%$88

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

Yields: JUNZ, HEGD

2.16%highest, JUNZ

FundTrailing yieldYield$10k

JUNZ2.16%$216

HEGD0.34%$34

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

Income After Fees on $10,000

$137most kept, JUNZ

JUNZ$216 − $79 = $137

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: JUNZ, HEGD

Today

[…]holdings […]

JUNZHEGD

JUNZ—[…]

HEGD[…]—

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

Return vs Bumpiness: 2 ETFs

+6.7%JUNZ, at 10.9% volatility

HEGDWorst drop−4.6%8.5% vol

JUNZWorst drop−8.3%10.9% vol

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

Paid More vs Made More

YTD

JUNZHEGD

+6.4%Year to date+4.0%

2.2%Yield0.3%

+6.7%Past year+4.2%

0.79%Fee0.88%

4–0JUNZ 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026