HEGD vs RWLC
Swan Hedged Equity US Large Cap ETF vs Rayliant NxtGen Multifactor US Equity ETF
Which is better, HEGD or RWLC?
RWLC has been ahead.
RWLC has a lower expense ratio. RWLC led 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 | RWLC |
|---|---|---|
| Expense Ratio | 0.87% | 0.32%Best |
| AUM | $749M | $100M |
| Dividend Yield | 0.34% | 12.70% |
| Holdings | 26 | 208 |
| YTD Return | +6.59% | +18.51%Best |
| 1Y Return | +8.56% | - |
| 3Y Return (annualized) | +14.04% | - |
| 5Y Return (annualized) | +8.16% | - |
| Fund Family | Swan Capital Management | The Advisors Inner Circle Fund |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 22, 2020 | Dec 15, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
HEGD vs RWLC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HEGD vs RWLC Performance
Swan Hedged Equity US Large Cap ETF (HEGD) is an ETF from Swan Capital Management and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund. Year to date, HEGD is up 6.59% versus a gain of 18.51% for RWLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
HEGD charges 0.87% per year while RWLC charges 0.32%. On a $10,000 position that is $87 vs $32 annually, a gap of $55 per year that compounds over a long holding period. On income, HEGD currently yields 0.34% against 12.70% for RWLC.
Holdings Overlap
We hold position weights for 2 holdings in HEGD and 101 in RWLC, totalling 93.6% and 98.8% 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 101 in RWLC, against full books of 26 and 208.
You are not choosing between two funds in isolation.
Whichever of HEGD and RWLC 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 RWLC?
HEGD has an expense ratio of 0.87% while RWLC charges 0.32%. RWLC is the cheaper option, by $55 a year on a $10,000 investment.
Which pays a higher dividend, HEGD or RWLC?
HEGD yields 0.34% while RWLC yields 12.70%, so RWLC currently pays the higher dividend yield.
Is RWLC better than HEGD?
RWLC has a lower expense ratio. RWLC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.