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Swan

1Y record: 2–0
Made money: 100%
Money made: $36.9M
Typical return: +9.9%

At a glance · 1 yearNov 12, 2025 – Nov 12, 2026

Funds1 year295th most of 95

Swan’s Total Funds

1Y

2 funds · 100% made money

Buffered 1$726M · 97%

HEGD+5.1%

Income 1$19.2M · 3%

SCLZ+9.9%

Swan ETFs · past-year returns · as of Nov 12, 2026 · one tile per fund, grouped by category, largest first

IWD−0.4%

Search ETFs and stocks

Portfolio

AssetsMoney invested

$745M

<1% of all ETF money

Win %1 year100%2 of 2 · all 73%

Money made1 year$36.9M68th most of 94 issuers

Typical return1 year+9.9%Middle fund · all +6.9%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.8880th lowest of 95

Launches202600 in 12 months

Data as of Nov 12, 2026 · a scoreboard, not advice

Swan’s Total Holdings

Today

$745Min 2 funds · 2 categories

CategoryFundsAssets ▼Share

Buffered1$726M97%

Income1$19.2M3%

Swan ETFs · current holdings · as of Nov 12, 2026

Swan’s Share of the ETF Market

Today

0%of all US ETF AUM is in Swan funds
$745M of $16.43T · 2 of 5,758

Low-Cost Core

$4.92T

US Stock Styles

$3.18T

Bonds & Cash

$2.64T

International

$2.30T

Income$1.02T

0%of Income AUM

Swan ETFs · current AUM · as of Nov 12, 2026 · tile size = the bucket’s total AUM

Top 10 Swan ETFs

Today

$745M · 100% of $745M

1HEGDHedged Equity US Large Cap$726M

2SCLZEnhanced Dividend Income E$19.2M

Swan ETFs · 2 of 2 by assets · as of Nov 12, 2026

Swan’s Best ETFs

1Y

+9.9%SCLZ, the Enhanced Dividend Income E fund, led all 2

1SCLZEnhanced Dividend Income E+9.9%

2HEGDHedged Equity US Large Cap+5.1%

Swan ETFs · past-year returns · as of Nov 12, 2026

Swan’s 1-Year Record

1Y

2–0made money · lost
of 2 with a full year

100% made moneyAll ETFs 73%

Typical returnMiddle fund

Swan+9.9%

All ETFs+6.9%

Best fundSCLZ +9.9%

Worst fundHEGD +5.1%

Money made for investors$36.9M · 158th of 413 issuers

Swan ETFs · past-year returns · as of Nov 12, 2026

Swan vs Vanguard

1Y

Swan2 funds · 68th by money made

vs

Vanguard116 funds

$36.9MMoney made$433B

$745MAssets$4.59T

$6.5MFees earned$1.9B

100%Win %75%

+9.9%Typical return+9.4%

$0.88Fee per $100$0.04

2Funds116

0Launches 202613

2–2level

Swan and Vanguard ETFs · past-year results · as of Nov 12, 2026 · each pair scaled to its larger value

Swan’s ETF Launches

2026

0in 20260in 12 months

No launches yet in 2026.

End-of-day Nov 12, 2026

Sectors

$959B

Commodities

$394B

Thematic

$377B

6 more$648B

0%of 6 more AUM

Swan’s AUMEveryone elseNo Swan funds · 7 bucketsTile size = the bucket’s total AUM

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SSwan

Swan