The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0.33%Dividend Yield

Dec 25

$0.09

Dec 24

$0.10

Jan 24

$0.08

Jan 23

$0.15

Dec 21

$0.06

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

-15.39%

1Y Growth

-6.35%

People Also Follow

This list is based on the watchlists of people on Stock Events who follow HEGD. It's not an investment recommendation.

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Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Global X NASDAQ 100 Covered Call

QYLD

Mkt Cap0

QYLD uses an options strategy similar to HEGD, aiming to provide income through covered call strategies on the Nasdaq 100, competing in the hedged equity space.

JPMorgan Equity Premium Income

JEPI

Mkt Cap0

JEPI employs an equity and options strategy aiming for income and capital appreciation, directly competing with HEGD's approach to risk-managed returns.

Global X S&P 500 Covered Call

XYLD

Mkt Cap0

XYLD applies a covered call strategy on the S&P 500, offering an alternative to HEGD's hedged approach to large-cap US equities.

WisdomTree Equity Premium Income Fund

PUTW

Mkt Cap0

PUTW uses a put writing strategy on the S&P 500, offering a risk-managed income strategy that competes with HEGD's equity hedging approach.

Invesco S&P 500 BuyWrite

PBP

Mkt Cap0

PBP employs a buy-write strategy on the S&P 500, directly competing with HEGD by seeking to offer investors income and reduced volatility.

Invesco S&P 500 Equal Weight

RSP

Mkt Cap0

RSP provides exposure to the S&P 500 through an equal-weight strategy, offering a diversified approach to large-cap equities that competes with HEGD's strategy.

Invesco S&P 500 High Dividend Low Volatility

SPHD

Mkt Cap0

SPHD focuses on high dividend low volatility stocks from the S&P 500, offering an income-focused alternative to HEGD's hedged equity strategy.

Invesco S&P 500 Low Volatility

SPLV

Mkt Cap0

SPLV targets low volatility S&P 500 stocks, providing a risk-managed approach to equity investment that competes with HEGD's strategy.

Holdings

SPY

93.6%

Regions

Sectors

About

HEGD seeks to invest in (one or more) ETFs that provide exposure to the US large-cap market, and hedges using put and call options as a defined risk strategy. The fund uses exchange-traded options on the S&P 500 Index. It invests in long-term put options for hedging purposes, and a combination of put and call options to increase income. Essentially, the portfolio contains an equity portion which is hedged with put options, combined with an actively managed option strategy that seeks additional returns and decrease volatility. As such, HEGD will also regularly engage in various spread option strategies. The fund intends to hold its ETF portfolio indefinitely, while the options are bought and sold when unfavorable risk is present. Rebalancing occurs annually.

CEO

Lirong Wang

Employees

335

Country

United States

ISIN

US53656F5998

Listings

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FAQ

What is Swan Hedged Equity US Large Cap stock price today?▼

The current price of HEGD is $27.06 USD — it has decreased by -0.18% in the past 24 hours. Watch Swan Hedged Equity US Large Cap stock price performance more closely on the chart.

What is Swan Hedged Equity US Large Cap stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on BATS exchange Swan Hedged Equity US Large Cap stocks are traded under the ticker HEGD.

Is Swan Hedged Equity US Large Cap stock price growing?▼

HEGD stock has risen by +0.74% compared to the previous week, the month change is a -0.81% fall, over the last year Swan Hedged Equity US Large Cap has showed a +11.45% increase.

Does Swan Hedged Equity US Large Cap pay dividends?▼

Yes, HEGD dividends are paid annual. The last dividend per share was 0.09 USD. As of today, Dividend Yield (FWD)% is 0.33%.

How many employees does Swan Hedged Equity US Large Cap have?▼

As of September 08, 2026, the company has 335 employees.

In which sector is Swan Hedged Equity US Large Cap located?▼

Swan Hedged Equity US Large Cap operates in the Finance & Payments sector.

When did Swan Hedged Equity US Large Cap complete a stock split?▼

Swan Hedged Equity US Large Cap has not had any recent stock splits.

Where is Swan Hedged Equity US Large Cap headquartered?▼

Swan Hedged Equity US Large Cap is headquartered in Humacao, United States.