Compare · 2 funds side by side · dividends reinvested

PHEQ and HEGD

PHEQEaton Vance×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,042HEGD · best of the two

02 / 04

PHEQ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.83%+7.0%+8.2%+14.1%[…]−4.3%6.7%$151M1.0

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%$739M1.9

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: PHEQ 2023 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Hedged Equity ETF · $151M[…]

PHEQ

HEGD

Swan Hedged Equity US Large Cap ETF · $739M$14,042

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

PHEQMeasureHEGD

+7.0%Year to dateJan 1 → Nov 6+4.0%

+8.2%1 yearTotal return+4.2%

+14.1%3 years · per year$10,000 became $14,863 · $14,811+14.0%

[…]5 years · per year$10,000 became […] · $14,042+7.0%

0.29%Expense ratio$29 · $88 a year on $10k · lower is better0.88%

0.83%Trailing 12-mo yield$84 · $34 a year on $10k0.34%

−4.3%Worst dropSmaller is better−4.6%

6.7%VolatilityLower is calmer8.5%

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

7–0PHEQ wins

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

More Ways to See the Pairs

PHEQ vs HEGD: Top 5 Holdings

Today

PHEQ

27.9%in top 5

HEGD

in top 592.2%

PHEQStockHEGD

not top 5SPY92.2%

7.9%AAPLnot top 5

6.8%NVDAnot top 5

6.4%MSFTnot top 5

4.2%AMZNnot top 5

2.7%GOOGLnot top 5

Held in common0.0%

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

PHEQ vs HEGD Returns, Every Period

Eaton VancePHEQ

+8.2%

past year

HEGDSwan

+4.2%

past year

PHEQHEGDFaded: behind in that period

3–0PHEQ wins

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

PHEQ vs HEGD

YTD

Eaton VancePHEQ

+7.0%

HEGDSwan

+4.0%

+7.0%Year to date+4.0%

−4.3%Worst drop · 1Y−4.6%

6.7%Volatility · 1Y8.5%

0.8%Yield0.3%

$151MAssets$739M

4–0PHEQ wins

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

Cost, Income and Risk

Fees: PHEQ, HEGD

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

HEGD0.88%$88

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

Yields: PHEQ, HEGD

0.83%highest, PHEQ

FundTrailing yieldYield$10k

PHEQ0.83%$84

HEGD0.34%$34

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

Income After Fees on $10,000

$55most kept, PHEQ

PHEQ$84 − $29 = $55

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: PHEQ, HEGD

Today

0.0%most shared, PHEQ and HEGD

PHEQHEGD

PHEQ—0.0%

HEGD0.0%—

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

Return vs Bumpiness: 2 ETFs

+8.2%PHEQ, at 6.7% volatility

PHEQWorst drop−4.3%6.7% vol

HEGDWorst drop−4.6%8.5% vol

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

Paid More vs Made More

YTD

PHEQHEGD

+7.0%Year to date+4.0%

0.8%Yield0.3%

+8.2%Past year+4.2%

0.29%Fee0.88%

4–0PHEQ 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