Compare · 2 funds side by side · dividends reinvested

SHDG and HEGD

SHDGSoundWatch Capital×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,533HEGD · best of the two

02 / 04

SHDG and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$731M1.1

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+4.0%+4.9%+15.0%[…]−6.6%8.4%$157M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SHDG 2022 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

Soundwatch Hedged Equity ETF · $157M[…]

SHDG

HEGD

Swan Hedged Equity US Large Cap ETF · $731M$14,533

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

SHDGMeasureHEGD

+4.0%Year to dateJan 1 → Nov 4+6.7%

+4.9%1 yearTotal return+6.2%

+15.0%3 years · per year$10,000 became $15,190 · $15,284+15.2%

[…]5 years · per year$10,000 became […] · $14,533+7.8%

1.01%Expense ratio$101 · $88 a year on $10k · lower is better0.88%

0.48%Trailing 12-mo yield$48 · $34 a year on $10k0.34%

−6.6%Worst dropSmaller is better−4.4%

8.4%VolatilityLower is calmer8.1%

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

1–6HEGD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHDG vs HEGD: Top 5 Holdings

Today

SHDG

96.6%in top 5

HEGD

in top 593.3%

SHDGStockHEGD

96.6%IVVnot top 5

not top 5SPY93.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SHDG vs HEGD Returns, Every Period

SoundWatch CapitalSHDG

+4.9%

past year

HEGDSwan

+6.2%

past year

SHDGHEGDFaded: behind in that period

0–3HEGD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SHDG vs HEGD

YTD

SoundWatch CapitalSHDG

+4.0%

HEGDSwan

+6.7%

+4.0%Year to date+6.7%

−6.6%Worst drop · 1Y−4.4%

8.4%Volatility · 1Y8.1%

0.5%Yield0.3%

$157MAssets$731M

3–1HEGD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHDG, HEGD

Today

0.88%lowest, HEGD

FundExpense ratioFee$10k

HEGD0.88%$88

SHDG1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHDG, HEGD

0.48%highest, SHDG

FundTrailing yieldYield$10k

SHDG0.48%$48

HEGD0.34%$34

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$53most kept, SHDG

SHDG$48 − $101 = −$53

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHDG, HEGD

Today

0.0%most shared, SHDG and HEGD

SHDGHEGD

SHDG—0.0%

HEGD0.0%—

End-of-day Nov 4, 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

SHDGWorst drop−6.6%8.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHDGHEGD

+4.0%Year to date+6.7%

0.5%Yield0.3%

+4.9%Past year+6.2%

1.01%Fee0.88%

3–1HEGD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026