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 $745.5M in net assets. HEGD expense ratio is 0.87%, holding 10 positions across sectors including Financials. Inception date: 2020-12-22.
HEGD performance shows a YTD return of 5.20%. The 1-year return is 12.04% and the 5-year return is 8.09%. HEGD dividend yield stands at 0.34%, paid annually.
HEGD top holdings include Spdr S&p 500 ETF Trust (92.0%), Purchased USD / Sold AUD (2.9%), Ascension Health 2.53 11/15/2029 (2.9%), Spx Us 12/17/27 C7500 (2.5%), Nisource Inc Sr Unsecured 02/45 5.65 (0.8%). 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.