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HEGDvsIVV

SWAN HEDGED EQUITY US LARGE CAP ETF against iShares Core S&P 500 ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HEGD 112IVV 119Aug 25Aug 26GROWTH OF $100
Head to head
HEGDIVV
Expense ratio0.030%
Assets$273M$889.4B
Net flow, 1 month−$6.7B
Net flow, 1 year+$97.3B
Return, YTD+6.9%+12.1%
Return, 1 year+12.1%+18.6%
Avg daily volume72K4.5M
Holdings0507
ListedMar 22, 2024May 14, 2000
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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