HEGD vs HEQT
Swan Hedged Equity US Large Cap ETF against Simplify Hedged Equity ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
0%
0 shared positions
Fee gap
44 bp
HEQT is cheaper
1-year return gap
1.7 pts
HEQT is ahead
Larger fund
HEGD
$692M
Side by side
| HEGD | HEQT | |
|---|---|---|
| Fund | Swan Hedged Equity US Large Cap ETF | Simplify Hedged Equity ETF |
| Issuer | Swan | Simplify |
| Category | Hedged Equity | Hedged Equity |
| Expense ratio | 0.87% | 0.43% |
| Assets | $692M | $314M |
| Average daily dollar volume | $1.6M | $2.8M |
| Listed | Dec 22, 2020 | Nov 1, 2021 |
| FrenzyCap score | 28 | 54 |
| 1-month return | −0.1% | −0.1% |
| 3-month return | +2.6% | +3.6% |
| Year to date | +7.6% | +8.2% |
| 1-year return | +8.3% | +10.1% |
| 30-day volatility | 8.4% | 6.7% |
| Worst drawdown, 1 year | −4.4% | −5.4% |
| Trailing 12-month yield | 0.33% | 1.15% |
| Holdings | 12 | 11 |
| Top 10 weight | 102.3% | 101.3% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$33M thru May 2026 | −$16M thru Jun 2026 |
| 30-day implied volatility | 82.0% | 11.7% |
| Holdings as of | as of May 31, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
0% of HEGD · 0% of HEQTNo holdings in common.
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · HEGD holdings · HEQT holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.