HEGD ETF
Swan Hedged Equity US Large Cap ETF
HEGD ETF Overview
HEGD ETF (Swan Hedged Equity US Large Cap ETF) is managed by Swan Capital Management with $740.5M in net assets. HEGD expense ratio is 0.87%, holding 26 positions across sectors including Financials. Inception date: 2020-12-22.
HEGD performance shows a YTD return of 6.80%. The 1-year return is 12.10% and the 5-year return is 7.95%. HEGD dividend yield stands at 0.33%, paid annually.
HEGD top holdings include Spdr S&p 500 ETF Trust (93.3%), Spx Us 12/17/27 C7500 (2.6%), Spx Us 12/17/27 P7400 (2.3%), Spx Us 12/17/27 P7300 (2.2%), Spxw Us 12/31/26 P7200 (0.5%). Go to all HEGD holdings, HEGD sectors, or HEGD dividends.
HEGD can be compared against other funds. Use HEGD overlap to find shared positions, or HEGD vs another fund for a side-by-side view. HEGD alternatives are available via the screener, along with tax-loss harvesting opportunities.