HEGD
Price
$24.30
Change
+$0.06 (+0.25%)
Updated
Aug 28 closing price
Net Assets
466.06M
PHDG
Price
$36.59
Change
+$0.13 (+0.36%)
Updated
Aug 28 closing price
Net Assets
83.55M
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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$24.30
Change+$0.06 (+0.25%)
Volume$34.3K
Net Assets466.06M
Invesco S&P 500® Downside Hedged ETF
Price$36.59
Change+$0.13 (+0.36%)
Volume$3.1K
Net Assets83.55M
HEGD vs PHDG Comparison Chart in %
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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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HEGD vs. PHDG commentary
Aug 29, 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 StrongBuy and PHDG is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 466M vs. PHDG (83.5M). HEGD has a higher annual dividend yield than PHDG: HEGD (8.482) vs PHDG (-0.655). 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 YTD8.482-0.655-1,294%
Net Assets466M83.5M558%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.402.2118%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
68%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
62%
Bearish Trend 1 day ago
72%
Momentum
ODDS (%)
Bullish Trend 1 day ago
80%
Bearish Trend 1 day ago
78%
MACD
ODDS (%)
Bullish Trend 1 day ago
75%
Bearish Trend 1 day ago
83%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
81%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
80%
Advances
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
81%
Declines
ODDS (%)
Bearish Trend 11 days ago
64%
Bearish Trend 8 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
63%
Bullish Trend 1 day ago
83%
Aroon
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
78%
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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%
+0.37%
MSFT - PHDG
57%
Loosely correlated
+0.57%
AMZN - PHDG
50%
Loosely correlated
+1.08%
AAPL - PHDG
49%
Loosely correlated
+0.90%
META - PHDG
45%
Loosely correlated
+0.50%
NVDA - PHDG
44%
Loosely correlated
-0.79%
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