ETF PROAI

HEGDvsVV

SWAN HEDGED EQUITY US LARGE CAP ETF against Vanguard Large Cap Index Fund — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HEGD 108VV 115Oct 25Oct 26GROWTH OF $100
Head to head
HEGDVV
Expense ratio—0.040%
Assets$273M$37.4B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+7.1%+12.8%
Return, 1 year+8.0%+14.8%
Avg daily volume72K215K
Holdings0514
ListedMar 23, 2024Jan 27, 2004
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.