HEGDSwan Hedged Equity US Large Cap ETF
Seeks long term capital appreciation while mitigating overall market risk.
By Swan · Launched 2020
Annual Cost
0.87%
#4,620 of 5,861 · expensive
Fund Size
$707M
#1,354 of 5,861 · large
Dividend YieldGoal
0.34%
Track Record
5 years
#2,211 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,214+12.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 101.0% of fundconcentrated
State Street SPDR S&P 500 ETF
88.9%
N/ASPX 12 P7300
5.0%
N/ASPX 12 P7400
4.2%
N/ASPX 12 C7500
1.7%
First American Government Obli
0.5%
N/ASPXW 3 P6650
0.4%
N/ASPXW 3 P6450
0.2%
N/ASPXW 3 P6350
0.2%
N/ASPXW 3 P6100
0.1%
N/ASPXW 3 P6225
-0.2%
Asset allocation
Stocks
108.8%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.8%Low
Year-on-year price swings
Max drawdown
-14.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.05Strong risk-adjusted returns
Sortino (3Y)
1.54Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long term capital appreciation while mitigating overall market risk.
- Strategy
- Actively manages a portfolio of large capitalization U.S. companies, investing primarily in equity securities and using long-term put options on the S&P 500 Index for hedging. Aims to provide risk-managed growth by minimizing large declines during bear markets.
- Inception date
- December 22, 2020
- Fund family
- Swan
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Data updated on 2026-08-04