HEGD
Price
$25.03
Change
+$0.02 (+0.08%)
Updated
Nov 19 closing price
Net Assets
584.39M
Intraday BUY SELL Signals
PHDG
Price
$37.65
Change
-$0.04 (-0.11%)
Updated
Nov 19 closing price
Net Assets
71.75M
Intraday BUY SELL Signals
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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$25.03
Change+$0.02 (+0.08%)
Volume$86.98K
Net Assets584.39M
Invesco S&P 500® Downside Hedged ETF
Price$37.65
Change-$0.04 (-0.11%)
Volume$2.24K
Net Assets71.75M
HEGD vs PHDG Comparison Chart in %
HEGD
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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VS
HEGD vs. PHDG commentary
Nov 20, 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: 584M vs. PHDG (71.7M). HEGD has a higher annual dividend yield than PHDG: HEGD (11.761) vs PHDG (2.852). 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 YTD11.7612.852412%
Net Assets584M71.7M815%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.382.0718%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 1 day ago
70%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
78%
Bullish Trend 1 day ago
72%
Momentum
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
71%
MACD
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
83%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
71%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
82%
Bearish Trend 1 day ago
76%
Advances
ODDS (%)
Bullish Trend 9 days ago
82%
Bullish Trend 9 days ago
83%
Declines
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 1 day ago
70%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
84%
Bearish Trend 1 day ago
75%
Aroon
ODDS (%)
Bullish Trend 1 day ago
82%
Bullish Trend 1 day ago
78%
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HEGD
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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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%
-0.10%
MSFT - PHDG
57%
Loosely correlated
-1.35%
AMZN - PHDG
50%
Loosely correlated
+0.06%
AAPL - PHDG
49%
Loosely correlated
+0.42%
META - PHDG
45%
Loosely correlated
-1.23%
NVDA - PHDG
44%
Loosely correlated
+2.85%
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