Swan Hedged Equity US Large Cap ETFHEGD
Type
ETF
Peer group
Allocation
Net assets
$617.8M
Expense ratio
0.87%
1-year return
+12.2%
3 years, a year
+13.4%
5 years, a year
+8.0%
12-month yield
0.33%
Holdings
12
What it aims to do.
The Swan Hedged Equity US Large Cap ETF (the Fund) seeks long term capital appreciation while mitigating overall market risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SPY State Street SPDR S&P 500 ETF | 88.86% |
| N/A | 5.04% |
| N/A | 4.22% |
| N/A | 1.69% |
| First American Government Obli | 0.49% |
| N/A | 0.43% |
| N/A | 0.19% |
| N/A | 0.18% |
| N/A | 0.08% |
| N/A | -0.23% |
More on HEGD.
- HEGD overview
- HEGD holdings
- HEGD risk
- HEGD costs
- HEGD money in and out
- HEGD share classes
- Compare HEGD with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.