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HEQT vs SWAN
HEQT vs SWAN Comparison Chart in %
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HEQT vs. SWAN commentary
Jul 17, 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 HEQT is a Buy and SWAN is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
HEQT has more net assets: 324M vs. SWAN (250M). SWAN has a higher annual dividend yield than HEQT: SWAN (5.214) vs HEQT (3.274). HEQT was incepted earlier than SWAN: HEQT (4 years) vs SWAN (7 years). HEQT (0.44) has a lower expense ratio than SWAN (0.49). SWAN has a higher turnover HEQT (1.00) vs HEQT (1.00).
| HEQT | SWAN | HEQT / SWAN | |
| Gain YTD | 3.274 | 5.214 | 63% |
| Net Assets | 324M | 250M | 130% |
| Total Expense Ratio | 0.44 | 0.49 | 90% |
| Turnover | 1.00 | 61.00 | 2% |
| Yield | 1.20 | 2.69 | 45% |
| Fund Existence | 4 years | 7 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HEQT | SWAN | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 32% | 1 day ago 63% |
| Stochastic ODDS (%) | 1 day ago 57% | 1 day ago 76% |
| Momentum ODDS (%) | N/A | 1 day ago 72% |
| MACD ODDS (%) | 1 day ago 51% | 1 day ago 72% |
| TrendWeek ODDS (%) | 1 day ago 83% | 1 day ago 74% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 75% |
| Advances ODDS (%) | 15 days ago 83% | 8 days ago 74% |
| Declines ODDS (%) | N/A | 10 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 57% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 84% | 1 day ago 69% |
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