CBLS vs HEGD5YCBLSCBLSAvsBHEGDHEGDClough Hedged Equity ETF · $32MSwan Hedged Equity US Large Cap ETF · $732MReturns · dividends in+15.1%3 years · per year$15,229 · $14,685+13.7%+1.6%5 years · per year$10,831 · $13,988+6.9%Cost and income1.89%Expense ratio$189 · $88 on $10k · lower wins0.88%0.87%
Overlap: CBLS, HEGD, BALTToday0.0%most shared, CBLS and HEGDCBLSHEGDBALTCBLS—0.0%[…]HEGD0.0%—[…]BALT[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CBLS vs HEGD5YACBLSClough Hedged Equity$10,831vsHEGDBSwan Hedged Equity US Large Cap$13,988$8k$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BHEGDSwan Hedged Equity US Large Cap ETFReadDesk0.88%0.34%−0.3%+5.3%+4.6%+13.7%+6.9%−4.6%$732M2BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B3ACBLSClough Hedged Equity ETFReadDesk1.89%0.87%−1.3%+3.8%+4.4%+15.1%+1.6%−21.2%$32MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BHEGDSwan Hedged Equity US Large Cap ETFReadDesk0.88%0.34%−0.3%+5.3%+4.6%+13.7%+6.9%−4.6%$732M2BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B3ACBLSClough Hedged Equity ETFReadDesk1.89%0.87%−1.3%+3.8%+4.4%+15.1%+1.6%−21.2%$32MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: CBLS, HEGD, BALTToday0.0%most shared, CBLS and HEGDCBLSHEGDBALTCBLS—0.0%[…]HEGD0.0%—[…]BALT[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$54most kept, HEGDHEGD$34 − $88 = −$54BALT$0 − $69 = −$69CBLS$87 − $189 = −$102KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee