CBLS vs HEGD

ACBLS

BHEGD

Measures won2–4HEGD wins · of 6 · 5Y

$10,000 · 5Y$14,275HEGD · CBLS $10,933

Lowest cost0.88%HEGD · $88 on $10k

Most income0.87%CBLS · $87 on $10k

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

Held in common0.0%CBLS and HEGD

CBLS

HEGD

Clough Hedged Equity ETF · $31MSwan Hedged Equity US Large Cap ETF · $719M

+15.0%3 years · per year$15,220 · $14,849+14.1%

+1.8%5 years · per year$10,933 · $14,275+7.4%

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

0.87%12-mo yield$87 · $34 on $10k0.34%

−21.2%Worst dropSmaller wins−4.6%

20.1%VolatilityLower wins8.6%

2–4HEGD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBLS · HEGD

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk	0.88%	0.34%	+1.3%	+5.4%	+6.0%	+14.1%	+7.4%	−4.6%	$719M
2	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BHEGD	Swan Hedged Equity US Large Cap ETFRead Desk	0.88%	0.34%	+1.3%	+5.4%	+6.0%	+14.1%	+7.4%	−4.6%	$719M
2	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 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

$10,933

HEGD

Swan Hedged Equity US Large Cap

$14,275

MeasureCBLSHEGD

Fee1.89%0.88%

Cost on $10k a year$189$88

Yield0.87%0.34%

5 years, per year+1.8%+7.4%

3 years, per year+15.0%+14.1%

Worst drop · 1Y−21.2%−4.6%

Volatility · 1Y20.1%8.6%

4–2measures won
HEGD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CBLS, HEGD, SFLR

Today

15.6%most shared, CBLS and SFLR

CBLSHEGDSFLR

CBLS—0.0%15.6%

HEGD0.0%—0.0%

SFLR15.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$54most kept, HEGD

HEGD$34 − $88 = −$54

SFLR$25 − $89 = −$64

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee