HEGD vs YALL
Swan Hedged Equity US Large Cap ETF vs Truth Social God Bless America ETF
Which is better, HEGD or YALL?
Each has led over a different period.
YALL has a lower expense ratio. HEGD led over 1Y, YALL over 3Y and the full window.
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 | YALL |
|---|---|---|
| Expense Ratio | 0.87% | 0.65%Best |
| AUM | $749M | $82M |
| Dividend Yield | 0.34% | 0.51% |
| Holdings | 26 | 42 |
| YTD Return | +6.89%Best | -1.13% |
| 1Y Return | +8.70%Best | -4.30% |
| 3Y Return (annualized) | +14.13% | +18.68%Best |
| 5Y Return (annualized) | +8.10% | - |
| Volatility (annualized) | 8.0%Best | 16.1% |
| Max Drawdown | -8.1%Best | -19.7% |
| $10,000 over 4 years | $16,328 | $22,511Best |
| Fund Family | Swan Capital Management | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 22, 2020 | Oct 10, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 11, 2022 to Oct 15, 2026 (4 years).
HEGD vs YALL 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 4 years both funds cover.
HEGD vs YALL Performance
Swan Hedged Equity US Large Cap ETF (HEGD) is an ETF from Swan Capital Management and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year HEGD returned +8.70% while YALL returned -4.30%. Year to date, HEGD is up 6.89% versus a loss of 1.13% for YALL.
Over three years, HEGD compounded at +14.13% per year against +18.68% for YALL. Across the full 4-year window we track, YALL has the edge at +22.49% annualized vs +13.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 8.0% 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 -19.7% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HEGD charges 0.87% per year while YALL charges 0.65%. On a $10,000 position that is $87 vs $65 annually, a gap of $22 per year that compounds over a long holding period. On income, HEGD currently yields 0.34% against 0.51% for YALL.
Holdings Overlap
We hold position weights for 2 holdings in HEGD and 39 in YALL, totalling 93.6% and 99.5% 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 39 in YALL, against full books of 26 and 42.
What only one of them owns
Measured across the 2 and 39 positions we hold weights for.
HEGD holds 2 positions YALL does not, 93.6% of the fund.
Largest: SPY 93.26%, FGXXX 0.35%
You are not choosing between two funds in isolation.
Whichever of HEGD and YALL 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 YALL?
HEGD has an expense ratio of 0.87% while YALL charges 0.65%. YALL is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, HEGD or YALL?
Over the past year HEGD returned +8.70% vs -4.30% for YALL, so HEGD leads on 1-year performance. Over the longest common window we track (4 years), HEGD annualized +13.04% vs +22.49% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEGD or YALL?
YALL has been the more volatile fund at 16.1% annualized versus 8.0% for HEGD. Worst drawdown: HEGD -8.1% vs YALL -19.7%.
Should I hold both HEGD and YALL?
HEGD and YALL have a monthly-return correlation of 0.83, 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 YALL?
HEGD yields 0.34% while YALL yields 0.51%, so YALL currently pays the higher dividend yield.
Is YALL better than HEGD?
YALL has a lower expense ratio. HEGD led over 1Y, YALL over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.