HEGD
Price
$25.15
Change
+$0.14 (+0.56%)
Updated
Oct 8 closing price
Net Assets
514.6M
PHDG
Price
$37.68
Change
+$0.18 (+0.48%)
Updated
Oct 8 closing price
Net Assets
75.26M
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HEGD vs PHDG

Header iconHEGD vs PHDG Comparison
Open Charts HEGD vs PHDGBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$25.15
Change+$0.14 (+0.56%)
Volume$101.13K
Net Assets514.6M
Invesco S&P 500® Downside Hedged ETF
Price$37.68
Change+$0.18 (+0.48%)
Volume$3.11K
Net Assets75.26M
HEGD vs PHDG Comparison Chart in %
HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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PHDG
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. PHDG commentary
Oct 09, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Buy and PHDG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 515M vs. PHDG (75.3M). HEGD has a higher annual dividend yield than PHDG: HEGD (12.277) vs PHDG (2.916). HEGD was incepted earlier than PHDG: HEGD (5 years) vs PHDG (13 years). PHDG (0.39) has a lower expense ratio than HEGD (0.88). PHDG has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDPHDGHEGD / PHDG
Gain YTD12.2772.916421%
Net Assets515M75.3M684%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.392.1118%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bullish Trend 7 days ago
81%
Bullish Trend 4 days ago
78%
MACD
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 8 days ago
82%
Declines
ODDS (%)
Bearish Trend 15 days ago
64%
Bearish Trend 15 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
71%
Aroon
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
79%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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PHDG
Daily Signalchanged days ago
Gain/Loss if bought
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PHDG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHDG has been loosely correlated with MSFT. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if PHDG jumps, then MSFT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHDG
1D Price
Change %
PHDG100%
+0.48%
MSFT - PHDG
57%
Loosely correlated
+0.17%
AMZN - PHDG
50%
Loosely correlated
+1.55%
AAPL - PHDG
49%
Loosely correlated
+0.62%
META - PHDG
45%
Loosely correlated
+0.67%
NVDA - PHDG
44%
Loosely correlated
+2.20%
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