CBLS vs HEGD

ACBLS

BHEGD

Measures won1–5HEGD wins · of 6 · 5Y

$10,000 · 5Y$14,533HEGD · CBLS $10,753

Lowest cost0.88%HEGD · $88 on $10k

Most income0.90%CBLS · $90 on $10k

Smallest drop−4.4%HEGD · worst fall in 1Y

Held in common0.0%CBLS and HEGD

CBLS

HEGD

Clough Hedged Equity ETF · $48MSwan Hedged Equity US Large Cap ETF · $731M

+14.4%3 years · per year$14,970 · $15,284+15.2%

+1.5%5 years · per year$10,753 · $14,533+7.8%

1.89%Expense ratio$189 · $88 on $10k · lower wins0.88%

0.90%12-mo yield$90 · $34 on $10k0.34%

−19.6%Worst dropSmaller wins−4.4%

19.5%VolatilityLower wins8.1%

1–5HEGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · HEGD

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

Held in common0.0%

End-of-day Nov 5, 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	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	+1.2%	+6.7%	+6.2%	+15.2%	+7.8%	−4.4%	$731M
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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

Both

5Y2 funds

#			Trend
1	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	+1.2%	+6.7%	+6.2%	+15.2%	+7.8%	−4.4%	$731M
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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

Cards for this view

CBLS vs HEGD

CBLS

Clough Hedged Equity

$10,753

HEGD

Swan Hedged Equity US Large Cap

$14,533

MeasureCBLSHEGD

Fee1.89%0.88%

Cost on $10k a year$189$88

Yield0.90%0.34%

5 years, per year+1.5%+7.8%

3 years, per year+14.4%+15.2%

Worst drop · 1Y−19.6%−4.4%

Volatility · 1Y19.5%8.1%

5–1measures won
HEGD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CBLS, HEGD

Today

0.0%most shared, CBLS and HEGD

CBLSHEGD

CBLS—0.0%

HEGD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$54most kept, HEGD

HEGD$34 − $88 = −$54

CBLS$90 − $189 = −$99

KeptFee

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