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 $707.1M in net assets. HEGD expense ratio is 0.87%, holding 13 positions across sectors including Financials, Other. Inception date: 2020-12-22.
HEGD performance shows a YTD return of 5.49%. The 1-year return is 13.98% and the 5-year return is 8.60%. HEGD dividend yield stands at 0.34%, paid annually.
HEGD top holdings include Spdr S&p 500 ETF (92.0%), Purchased USD / Sold AUD (2.9%), Purchased AUD / Sold USD (2.9%), Spx Us 12/17/27 C7500 (2.5%), Sold BRL Bought USD 20260402 (0.8%). View all HEGD holdings, sector breakdown, or dividend history.
HEGD can be compared against other funds using the overlap calculator or side-by-side comparison tool. HEGD alternatives are available via the screener, along with tax-loss harvesting opportunities.