HEGD
Price
$23.75
Change
+$0.05 (+0.21%)
Updated
Jul 17 closing price
Net Assets
437.36M
PHDG
Price
$35.72
Change
+$0.25 (+0.70%)
Updated
Jul 17 closing price
Net Assets
87.1M
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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$23.75
Change+$0.05 (+0.21%)
Volume$49.95K
Net Assets437.36M
Invesco S&P 500® Downside Hedged ETF
Price$35.72
Change+$0.25 (+0.70%)
Volume$6.6K
Net Assets87.1M
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
Jul 18, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 437M vs. PHDG (87.1M). HEGD has a higher annual dividend yield than PHDG: HEGD (6.027) vs PHDG (-3.037). 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 YTD6.027-3.037-198%
Net Assets437M87.1M502%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.412.2518%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
72%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
75%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
76%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
81%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
79%
Advances
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
82%
Declines
ODDS (%)
Bearish Trend 10 days ago
65%
Bearish Trend 10 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
70%
Bearish Trend 1 day ago
69%
Aroon
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 1 day 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%
+0.71%
MSFT - PHDG
57%
Loosely correlated
+1.20%
AMZN - PHDG
50%
Loosely correlated
+0.31%
AAPL - PHDG
49%
Loosely correlated
-0.07%
META - PHDG
45%
Loosely correlated
-0.21%
NVDA - PHDG
44%
Loosely correlated
+0.95%
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