Compare · 2 funds side by side · dividends reinvested

MARZ and HEGD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,134MARZ · best of the two

02 / 04

MARZ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (March) ETFDefined Outcome · Hedged equity0.79%3.14%+5.2%+5.9%+15.5%+8.6%−7.5%10.9%$34M1.5

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%$739M1.5

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: MARZ 2021 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (March) ETF · $34M$15,134

MARZ

HEGD

Swan Hedged Equity US Large Cap ETF · $739M$14,533

$10,000 five years ago, dividends reinvested

MARZMeasureHEGD

+5.2%Year to dateJan 1 → Nov 5+6.7%

+5.9%1 yearTotal return+6.2%

+15.5%3 years · per year$10,000 became $15,426 · $15,284+15.2%

+8.6%5 years · per year$10,000 became $15,134 · $14,533+7.8%

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

3.14%Trailing 12-mo yield$314 · $34 a year on $10k0.34%

−7.5%Worst dropSmaller is better−4.4%

10.9%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

MARZ vs HEGD: Top 5 Holdings

Today

MARZ

[…]in top 5

HEGD

in top 593.8%

MARZStockHEGD

not top 5SPY93.8%

Held in common[…]

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

MARZ vs HEGD Returns, Every Period

TrueSharesMARZ

+8.6%

5 years, per year

HEGDSwan

+7.8%

5 years, per year

MARZHEGDFaded: behind in that period

2–2Level

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

MARZ vs HEGD

YTD

TrueSharesMARZ

+5.2%

HEGDSwan

+6.7%

+5.2%Year to date+6.7%

−7.5%Worst drop · 1Y−4.4%

10.9%Volatility · 1Y8.1%

3.1%Yield0.3%

$33.5MAssets$739M

3–1HEGD wins

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

Cost, Income and Risk

Fees: MARZ, HEGD

Today

0.79%lowest, MARZ

FundExpense ratioFee$10k

MARZ0.79%$79

HEGD0.88%$88

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

Yields: MARZ, HEGD

3.14%highest, MARZ

FundTrailing yieldYield$10k

MARZ3.14%$314

HEGD0.34%$34

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

Income After Fees on $10,000

$235most kept, MARZ

MARZ$314 − $79 = $235

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: MARZ, HEGD

Today

[…]holdings […]

MARZHEGD

MARZ—[…]

HEGD[…]—

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

MARZWorst drop−7.5%10.9% vol

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

Paid More vs Made More

YTD

MARZHEGD

+5.2%Year to date+6.7%

3.1%Yield0.3%

+5.9%Past year+6.2%

0.79%Fee0.88%

2–2level

End-of-day Nov 5, 2026

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026