HEGD vs. IVVB ETF Comparison
Comparison of Swan Hedged Equity US Large Cap ETF (HEGD) to iShares Large Cap Deep Buffer ETF (IVVB)
HEGD
Swan Hedged Equity US Large Cap ETF
HEGD Description
The investment seeks long term capital appreciation while mitigating overall market risk. 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.S. companies. It may buy and sell put and call options. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$22.27
Average Daily Volume
77,316
1
IVVB
iShares Large Cap Deep Buffer ETF
IVVB Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against underlying ETF losses between approximately 5% to 20% and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.20
Average Daily Volume
23,658
1
Performance
| Period | HEGD | IVVB |
|---|---|---|
| 30 Days | 3.29% | 4.09% |
| 60 Days | 6.40% | 8.36% |
| 90 Days | 2.86% | 3.73% |
| 12 Months | 23.17% | 24.07% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HEGD | Weight in IVVB | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 77.74% | 98.65% | 77.74% |
HEGD Overweight 0 Positions Relative to IVVB
| Symbol | Grade | Weight |
|---|
HEGD Underweight 0 Positions Relative to IVVB
| Symbol | Grade | Weight |
|---|
HEGD: Top Represented Industries & Keywords
IVVB: Top Represented Industries & Keywords
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