ETF PROAI

HEGDvsSPYI

SWAN HEDGED EQUITY US LARGE CAP ETF against NEOS S&P 500(R) HIGH INCOME ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HEGD 108SPYI 102Oct 25Oct 26GROWTH OF $100
Head to head
HEGDSPYI
Expense ratio——
Assets$273M$1.8B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+7.1%+2.0%
Return, 1 year+8.0%+2.3%
Avg daily volume72K2.9M
Holdings00
ListedMar 23, 2024Dec 30, 2023
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.