HEGD
Price
$22.76
Change
-$0.25 (-1.09%)
Updated
Feb 21 closing price
Net Assets
375.11M
PHDG
Price
$38.35
Change
-$0.21 (-0.54%)
Updated
Feb 21 closing price
Net Assets
114.95M
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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$22.76
Change-$0.25 (-1.09%)
Volume$75.39K
Net Assets375.11M
Invesco S&P 500® Downside Hedged ETF
Price$38.35
Change-$0.21 (-0.54%)
Volume$9.46K
Net Assets114.95M
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
Feb 23, 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 Hold and PHDG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 375M vs. PHDG (115M). PHDG has a higher annual dividend yield than HEGD: PHDG (2.963) vs HEGD (1.607). HEGD was incepted earlier than PHDG: HEGD (4 years) vs PHDG (12 years). PHDG has a higher turnover HEGD (23.00) vs HEGD (23.00).
HEGDPHDGHEGD / PHDG
Gain YTD1.6072.96354%
Net Assets375M115M326%
Total Expense RatioN/AN/A-
Turnover23.001213.002%
Yield0.371.7221%
Fund Existence4 years12 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
69%
Momentum
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
76%
MACD
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 6 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
71%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
66%
Bullish Trend 3 days ago
80%
Advances
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 11 days ago
83%
Declines
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
75%
Aroon
ODDS (%)
Bearish Trend 3 days ago
66%
Bullish Trend 3 days ago
76%
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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%
-0.53%
MSFT - PHDG
57%
Loosely correlated
-1.90%
AMZN - PHDG
50%
Loosely correlated
-2.83%
AAPL - PHDG
49%
Loosely correlated
-0.11%
META - PHDG
45%
Loosely correlated
-1.62%
NVDA - PHDG
44%
Loosely correlated
-4.05%
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