HEGD
Price
$23.68
Change
+$0.12 (+0.51%)
Updated
Jul 3 closing price
Net Assets
428.41M
PHDG
Price
$35.63
Change
+$0.33 (+0.93%)
Updated
Jul 3 closing price
Net Assets
87.66M
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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$23.68
Change+$0.12 (+0.51%)
Volume$21.26K
Net Assets428.41M
Invesco S&P 500® Downside Hedged ETF
Price$35.63
Change+$0.33 (+0.93%)
Volume$26.77K
Net Assets87.66M
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
Jul 07, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 428M vs. PHDG (87.7M). HEGD has a higher annual dividend yield than PHDG: HEGD (5.726) vs PHDG (-3.274). 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 YTD5.726-3.274-175%
Net Assets428M87.7M488%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.412.2518%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 4 days ago
70%
Bearish Trend 4 days ago
72%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
66%
Momentum
ODDS (%)
Bullish Trend 4 days ago
86%
N/A
MACD
ODDS (%)
Bullish Trend 4 days ago
86%
N/A
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
79%
Advances
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 17 days ago
65%
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
58%
Bearish Trend 4 days ago
78%
Aroon
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 4 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%
+0.93%
MSFT - PHDG
57%
Loosely correlated
+1.58%
AMZN - PHDG
50%
Loosely correlated
+1.59%
AAPL - PHDG
49%
Loosely correlated
+0.52%
META - PHDG
45%
Loosely correlated
N/A
NVDA - PHDG
44%
Loosely correlated
+1.33%
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