HEGD vs HRTS
Swan Hedged Equity US Large Cap ETF vs Tema Heart & Health ETF
Which is better, HEGD or HRTS?
Each has led over a different period.
HRTS has a lower expense ratio. HEGD led over 3Y and the full window, HRTS over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HEGD | HRTS |
|---|---|---|
| Expense Ratio | 0.87% | 0.75%Best |
| AUM | $749M | $53M |
| Dividend Yield | 0.34% | 1.30% |
| Holdings | 26 | 92 |
| YTD Return | +6.59%Best | +2.75% |
| 1Y Return | +8.56% | +14.59%Best |
| 3Y Return (annualized) | +14.04%Best | +13.00% |
| 5Y Return (annualized) | +8.16% | - |
| Volatility (annualized) | 7.3%Best | 17.1% |
| Max Drawdown | -8.1%Best | -24.7% |
| $10,000 over 2.9 years | $14,556Best | $14,254 |
| Fund Family | Swan Capital Management | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 22, 2020 | Nov 20, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 21, 2023 to Oct 14, 2026 (2.9 years).
HEGD vs HRTS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
HEGD vs HRTS Performance
Swan Hedged Equity US Large Cap ETF (HEGD) is an ETF from Swan Capital Management and Tema Heart & Health ETF (HRTS) is an ETF from Tema Global Limited. Over the past year HEGD returned +8.56% while HRTS returned +14.59%. Year to date, HEGD is up 6.59% versus a gain of 2.75% for HRTS.
Over three years, HEGD compounded at +14.04% per year against +13.00% for HRTS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HRTS has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 7.3% for HEGD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.1% for HEGD and -24.7% for HRTS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HEGD charges 0.87% per year while HRTS charges 0.75%. On a $10,000 position that is $87 vs $75 annually, a gap of $12 per year that compounds over a long holding period. On income, HEGD currently yields 0.34% against 1.30% for HRTS.
Holdings Overlap
We hold position weights for 2 holdings in HEGD and 46 in HRTS, totalling 93.6% and 100.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in HEGD and 46 in HRTS, against full books of 26 and 92.
You are not choosing between two funds in isolation.
Whichever of HEGD and HRTS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEGD or HRTS?
HEGD has an expense ratio of 0.87% while HRTS charges 0.75%. HRTS is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, HEGD or HRTS?
Over the past year HEGD returned +8.56% vs +14.59% for HRTS, so HRTS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEGD or HRTS?
HRTS has been the more volatile fund at 17.1% annualized versus 7.3% for HEGD. Worst drawdown: HEGD -8.1% vs HRTS -24.7%.
Should I hold both HEGD and HRTS?
HEGD and HRTS have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HEGD or HRTS?
HEGD yields 0.34% while HRTS yields 1.30%, so HRTS currently pays the higher dividend yield.
Is HRTS better than HEGD?
HRTS has a lower expense ratio. HEGD led over 3Y and the full window, HRTS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.