SHDG vs HEGD

ASHDG

BHEGD

Measures won1–4HEGD wins · of 6 · 5Y

$10,000 · 5Y$13,988HEGD

Lowest cost0.88%HEGD · $88 on $10k

Most income0.48%SHDG · $48 on $10k

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

Held in common0.0%SHDG and HEGD

SHDG

HEGD

Soundwatch Hedged Equity ETF · $156MSwan Hedged Equity US Large Cap ETF · $732M

+12.9%3 years · per year$14,392 · $14,685+13.7%

[…]5 years · per year[…] · $13,988+6.9%

1.01%Expense ratio$101 · $88 on $10k · lower wins0.88%

0.48%12-mo yield$48 · $34 on $10k0.34%

−6.6%

End-of-day Nov 13, 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%	−0.3%	+5.3%	+4.6%	+13.7%	+6.9%	−4.6%	$732M
2	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	−0.3%	+2.7%	+3.3%	+12.9%	new	−6.6%	$156M

End-of-day Nov 13, 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%	−0.3%	+5.3%	+4.6%	+13.7%	+6.9%	−4.6%	$732M
2	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	−0.3%	+2.7%	+3.3%	+12.9%	new	−6.6%	$156M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHDG vs HEGD

SHDG

Soundwatch Hedged Equity

[…]

HEGD

Swan Hedged Equity US Large Cap

$13,988

MeasureSHDGHEGD

Fee1.01%0.88%

Cost on $10k a year$101$88

Yield0.48%0.34%

5 years, per year[…]+6.9%

3 years, per year+12.9%+13.7%

Worst drop · 1Y−6.6%−4.6%

Volatility · 1Y9.1%

Loading…

SHDG vs HEGD

Both

Both

$10,000 in SHDG, HEGD

Overlap: SHDG, HEGD

SHDG vs HEGD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: SHDG, HEGD

Income After Fees on $10,000