HEGD
Price
$24.75
Change
+$0.10 (+0.41%)
Updated
Sep 26, 04:59 PM (EDT)
Net Assets
494.3M
PHDG
Price
$37.11
Change
+$0.27 (+0.73%)
Updated
Sep 26, 03:37 PM (EDT)
Net Assets
73.97M
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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$24.75
Change+$0.10 (+0.41%)
Volume$100
Net Assets494.3M
Invesco S&P 500® Downside Hedged ETF
Price$37.11
Change+$0.27 (+0.73%)
Volume$174
Net Assets73.97M
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
Sep 27, 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: 494M vs. PHDG (74M). HEGD has a higher annual dividend yield than PHDG: HEGD (10.045) vs PHDG (1.363). 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 YTD10.0451.363737%
Net Assets494M74M668%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.402.1818%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
76%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
74%
MACD
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
87%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 5 days ago
82%
Declines
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
67%
Aroon
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
78%
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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%
+0.73%
MSFT - PHDG
57%
Loosely correlated
+0.89%
AMZN - PHDG
50%
Loosely correlated
+0.76%
AAPL - PHDG
49%
Loosely correlated
-0.55%
META - PHDG
45%
Loosely correlated
-0.68%
NVDA - PHDG
44%
Loosely correlated
+0.28%
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