HEGD
Price
$22.91
Change
-$0.13 (-0.56%)
Updated
Jun 13 closing price
Net Assets
417.3M
PHDG
Price
$34.63
Change
-$0.37 (-1.06%)
Updated
Jun 13 closing price
Net Assets
92.15M
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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$22.91
Change-$0.13 (-0.56%)
Volume$32.55K
Net Assets417.3M
Invesco S&P 500® Downside Hedged ETF
Price$34.63
Change-$0.37 (-1.06%)
Volume$5.92K
Net Assets92.15M
HEGD vs PHDG Comparison Chart
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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
Jun 16, 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: 417M vs. PHDG (92.2M). HEGD has a higher annual dividend yield than PHDG: HEGD (2.277) vs PHDG (-6.661). HEGD was incepted earlier than PHDG: HEGD (4 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 YTD2.277-6.661-34%
Net Assets417M92.2M452%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.422.0820%
Fund Existence4 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 3 days ago
68%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
72%
Momentum
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 4 days ago
77%
MACD
ODDS (%)
Bearish Trend 3 days ago
67%
N/A
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
79%
Advances
ODDS (%)
Bullish Trend 4 days ago
80%
N/A
Declines
ODDS (%)
Bearish Trend 25 days ago
66%
Bearish Trend 26 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 3 days ago
72%
Aroon
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days 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%
-1.05%
MSFT - PHDG
57%
Loosely correlated
-0.82%
AMZN - PHDG
50%
Loosely correlated
-0.53%
AAPL - PHDG
49%
Loosely correlated
-1.38%
META - PHDG
45%
Loosely correlated
-1.51%
NVDA - PHDG
44%
Loosely correlated
-2.09%
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