Compare · 2 funds side by side · dividends reinvested

THEQ and HEGD

THEQT. Rowe Price×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

THEQ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Price Hedged Equity ETFDefined Outcome · Hedged equity0.73%0.75%+5.4%+5.9%[…][…]−6.2%10.0%$37M1.3

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%$719M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: THEQ 2025 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Hedged Equity ETF · $37M[…]

THEQ

HEGD

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

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

THEQMeasureHEGD

+5.4%Year to dateJan 1 → Nov 6+4.0%

+5.9%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $14,811+14.0%

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

0.73%Expense ratio$73 · $88 a year on $10k · lower is better0.88%

0.75%Trailing 12-mo yield$75 · $34 a year on $10k0.34%

−6.2%Worst dropSmaller is better−4.6%

10.0%VolatilityLower is calmer8.5%

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

4–2THEQ wins

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

More Ways to See the Pairs

THEQ vs HEGD: Top 5 Holdings

Today

THEQ

83.2%in top 5

HEGD

in top 592.2%

THEQStockHEGD

not top 5SPY92.2%

82.0%TSPAnot top 5

0.3%MSInot top 5

0.3%MCKnot top 5

0.3%MSFT.NEnot top 5

0.3%CBnot top 5

Held in common0.0%

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

THEQ vs HEGD Returns, Every Period

T. Rowe PriceTHEQ

+5.9%

past year

HEGDSwan

+4.2%

past year

THEQHEGDFaded: behind in that period

2–0THEQ wins

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

THEQ vs HEGD

YTD

T. Rowe PriceTHEQ

+5.4%

HEGDSwan

+4.0%

+5.4%Year to date+4.0%

−6.2%Worst drop · 1Y−4.6%

10.0%Volatility · 1Y8.5%

0.8%Yield0.3%

$36.8MAssets$719M

2–2level

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

Cost, Income and Risk

Fees: THEQ, HEGD

Today

0.73%lowest, THEQ

FundExpense ratioFee$10k

THEQ0.73%$73

HEGD0.88%$88

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

Yields: THEQ, HEGD

0.75%highest, THEQ

FundTrailing yieldYield$10k

THEQ0.75%$75

HEGD0.34%$34

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

Income After Fees on $10,000

$2most kept, THEQ

THEQ$75 − $73 = $2

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: THEQ, HEGD

Today

0.0%most shared, THEQ and HEGD

THEQHEGD

THEQ—0.0%

HEGD0.0%—

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

Return vs Bumpiness: 2 ETFs

+5.9%THEQ, at 10.0% volatility

HEGDWorst drop−4.6%8.5% vol

THEQWorst drop−6.2%10.0% vol

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

Paid More vs Made More

YTD

THEQHEGD

+5.4%Year to date+4.0%

0.8%Yield0.3%

+5.9%Past year+4.2%

0.73%Fee0.88%

4–0THEQ 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