HEGD
Price
$23.32
Change
+$0.13 (+0.56%)
Updated
Jun 26, 04:58 PM (EDT)
Net Assets
419.56M
PHDG
Price
$35.05
Change
+$0.25 (+0.72%)
Updated
Jun 26, 04:57 PM (EDT)
Net Assets
88.88M
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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$23.32
Change+$0.13 (+0.56%)
Volume$140
Net Assets419.56M
Invesco S&P 500® Downside Hedged ETF
Price$35.05
Change+$0.25 (+0.72%)
Volume$784
Net Assets88.88M
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
Jun 27, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 420M vs. PHDG (88.9M). HEGD has a higher annual dividend yield than PHDG: HEGD (4.018) vs PHDG (-4.658). 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 YTD4.018-4.658-86%
Net Assets420M88.9M472%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.422.0820%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 4 days ago
75%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
68%
Momentum
ODDS (%)
Bullish Trend 2 days ago
76%
N/A
MACD
ODDS (%)
Bearish Trend 2 days ago
71%
N/A
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 2 days ago
82%
Declines
ODDS (%)
Bearish Trend 7 days ago
65%
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
64%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
77%
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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%
+0.88%
MSFT - PHDG
57%
Loosely correlated
+1.05%
AMZN - PHDG
50%
Loosely correlated
+2.42%
AAPL - PHDG
49%
Loosely correlated
-0.28%
META - PHDG
45%
Loosely correlated
+2.46%
NVDA - PHDG
44%
Loosely correlated
+0.46%
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