HEGD
Price
$25.22
Change
-$0.25 (-0.98%)
Updated
Nov 13, 04:57 PM (EDT)
Net Assets
588.87M
Intraday BUY SELL Signals
PHDG
Price
$37.94
Change
-$0.32 (-0.84%)
Updated
Nov 13, 04:13 PM (EDT)
Net Assets
72.96M
Intraday BUY SELL Signals
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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$25.22
Change-$0.25 (-0.98%)
Volume$122
Net Assets588.87M
Invesco S&P 500® Downside Hedged ETF
Price$37.94
Change-$0.32 (-0.84%)
Volume$265
Net Assets72.96M
HEGD vs PHDG Comparison Chart in %
HEGD
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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VS
HEGD vs. PHDG commentary
Nov 14, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HEGD has more net assets: 589M vs. PHDG (73M). HEGD has a higher annual dividend yield than PHDG: HEGD (13.705) vs PHDG (4.500). 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 YTD13.7054.500305%
Net Assets589M73M807%
Total Expense Ratio0.880.39226%
Turnover17.00683.002%
Yield0.382.0718%
Fund Existence5 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDPHDG
RSI
ODDS (%)
Bearish Trend 2 days ago
77%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
78%
Bearish Trend 2 days ago
63%
Momentum
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
80%
MACD
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
68%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
83%
Declines
ODDS (%)
Bearish Trend 7 days ago
62%
Bearish Trend 7 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
59%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
78%
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HEGD
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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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%
+0.10%
MSFT - PHDG
57%
Loosely correlated
+0.48%
AMZN - PHDG
50%
Loosely correlated
-1.97%
AAPL - PHDG
49%
Loosely correlated
-0.65%
META - PHDG
45%
Loosely correlated
-2.88%
NVDA - PHDG
44%
Loosely correlated
+0.33%
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