HEGD
Price
$21.98
Change
+$0.19 (+0.87%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
375.33M
PHDG
Price
$33.88
Change
-$0.14 (-0.41%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
103.78M
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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$21.98
Change+$0.19 (+0.87%)
Volume$191
Net Assets375.33M
Invesco S&P 500® Downside Hedged ETF
Price$33.88
Change-$0.14 (-0.41%)
Volume$100
Net Assets103.78M
HEGD vs PHDG Comparison Chart
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHDG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
HEGD vs. PHDG commentary
Apr 25, 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: 375M vs. PHDG (104M). HEGD has a higher annual dividend yield than PHDG: HEGD (-1.853) vs PHDG (-8.871). HEGD was incepted earlier than PHDG: HEGD (4 years) vs PHDG (12 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 YTD-1.853-8.87121%
Net Assets375M104M361%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.441.9622%
Fund Existence4 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
77%
Momentum
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
82%
MACD
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
74%
Advances
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 9 days ago
66%
Bearish Trend 2 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
89%
Aroon
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
61%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
-0.61%
MSFT - PHDG
57%
Loosely correlated
+3.45%
AMZN - PHDG
50%
Loosely correlated
+3.29%
AAPL - PHDG
49%
Loosely correlated
+1.84%
META - PHDG
45%
Loosely correlated
+2.48%
NVDA - PHDG
44%
Loosely correlated
+3.62%
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