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HEGD
+0.93 · +3.80%
$25.41 · BATS

Swan Hedged Equity US Large Cap ETF (HEGD) ETF Analysis | Equity Hedged

Swan · USA
AUM:$620.7M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.88% — above average for this category.

What is HEGD?

The fund is an actively-managed ETF that pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) directly and indirectly through one or more other investment companies, including ETFs, in equity securities of large capitalization U. It may buy and sell put and call options.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HEGD returned 12.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.88% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 89.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$620.7M
Expense Ratio0.88%
Dividend Yield0.35%
Holdings2
Inception DateDec 2020
Domicile–
Distribution–
Index–
ProviderSwan
Beta0.63
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would HEGD affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.8%
1Y
+11.9%
3Y
+46.1%
5Y
+47.3%
OpenBook InsightIf you had invested £10,000 in HEGD 5 years ago, it would have grown to £14,734 — a gain of £4,734.

Annual Returns

Calendar year performance

HEGD delivered positive returns in 4 of the last 5 calendar years.
YearHEGD
2026 YTD+7.0%
2025+12.8%
2024+15.6%
2023+14.5%
2022-11.1%
CAGR 4yr+7.3%
4/5 positive yearsAvg return: +7.7%Worst year: -11.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.9%
Low
Momentum
+2.2%
30-day change
Support Level
26.91
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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