APRZ vs HEGD

AAPRZ

BHEGD

Measures won4–2APRZ wins · of 6 · 5Y

$10,000 · 5Y$15,552APRZ · HEGD $14,042

Lowest cost0.79%APRZ · $79 on $10k

Most income3.20%APRZ · $320 on $10k

Smallest drop−4.6%HEGD · worst fall in 1Y

Held in common[…]APRZ and HEGD

APRZ

HEGD

TrueShares Structured Outcome (April) ETF · $33MSwan Hedged Equity US Large Cap ETF · $719M

+15.3%3 years · per year$15,309 · $14,811+14.0%

+9.2%5 years · per year$15,552 · $14,042+7.0%

0.79%Expense ratio$79 · $88 on $10k · lower wins0.88%

3.20%12-mo yield$320 · $34 on $10k0.34%

−8.8%Worst dropSmaller wins−4.6%

11.7%VolatilityLower wins8.5%

4–2APRZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPRZ · HEGD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.20%	+0.2%	+4.7%	+5.1%	+15.3%	+9.2%	−8.8%	$33M
2	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	+0.3%	+4.0%	+4.2%	+14.0%	+7.0%	−4.6%	$719M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.20%	+0.2%	+4.7%	+5.1%	+15.3%	+9.2%	−8.8%	$33M
2	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	+0.3%	+4.0%	+4.2%	+14.0%	+7.0%	−4.6%	$719M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APRZ vs HEGD

APRZ

TrueShares Structured Outcome (April)

$15,552

HEGD

Swan Hedged Equity US Large Cap

$14,042

MeasureAPRZHEGD

Fee0.79%0.88%

Cost on $10k a year$79$88

Yield3.20%0.34%

5 years, per year+9.2%+7.0%

3 years, per year+15.3%+14.0%

Worst drop · 1Y−8.8%−4.6%

Volatility · 1Y11.7%8.5%

4–2measures won
APRZ first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: APRZ, HEGD

Today

[…]holdings […]

APRZHEGD

APRZ—[…]

HEGD[…]—

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

Income After Fees on $10,000

$241most kept, APRZ

APRZ$320 − $79 = $241

HEGD$34 − $88 = −$54

KeptFee

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