HEGD
Price
$22.95
Change
+$0.15 (+0.66%)
Updated
Jun 6, 04:59 PM (EDT)
Net Assets
414.78M
PHDG
Price
$34.78
Change
+$0.37 (+1.08%)
Updated
Jun 6, 04:59 PM (EDT)
Net Assets
93.18M
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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$22.95
Change+$0.15 (+0.66%)
Volume$200
Net Assets414.78M
Invesco S&P 500® Downside Hedged ETF
Price$34.78
Change+$0.37 (+1.08%)
VolumeN/A
Net Assets93.18M
HEGD vs PHDG Comparison Chart
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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 07, 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: 415M vs. PHDG (93.2M). HEGD has a higher annual dividend yield than PHDG: HEGD (1.786) vs PHDG (-7.254). HEGD was incepted earlier than PHDG: HEGD (4 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 YTD1.786-7.254-25%
Net Assets415M93.2M445%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.422.0820%
Fund Existence4 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
59%
Momentum
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
79%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
N/A
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 3 days ago
81%
Declines
ODDS (%)
Bearish Trend 16 days ago
66%
Bearish Trend 17 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
76%
Aroon
ODDS (%)
Bullish Trend 2 days ago
75%
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%
-0.80%
MSFT - PHDG
57%
Loosely correlated
+0.82%
AMZN - PHDG
50%
Loosely correlated
+0.33%
AAPL - PHDG
49%
Loosely correlated
-1.08%
META - PHDG
45%
Loosely correlated
-0.48%
NVDA - PHDG
44%
Loosely correlated
-1.36%
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