HEGDvsJEPIETF Comparison
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Swan Hedged Equity US Large Cap ETF (HEGD) and JPMorgan Equity Premium Income ETF (JEPI) belong to the same industry segment: Options Strategies. HEGD is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.35% for JEPI. HEGD is up 5.59% year-to-date (YTD) with +$96M in YTD flows. JEPI performs better with 6.81% YTD performance, and +$4.37B in YTD flows. Run a side-by-side ETF comparison of HEGD and JEPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEGD vs JEPI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEGD JEPI | -0.67%+3.05% | +0.73%+2.49% | +5.59%+6.81% | +5.62%+9.57% | +51.20%+40.00% | +41.62%+43.64% |
| Flows | HEGD JEPI | -$2M-$189M | +$20M+$285M | +$96M+$4.37B | +$162M+$5.02B | +$406M+$14.41B | +$474M+$41.25B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEGD JEPI | +8.26%+6.14% | +7.90%+8.11% | +8.31%+10.02% | +9.32%+11.16% |
| Max drawdown | HEGD JEPI | -3.13%-3.20% | -4.33%-6.70% | -8.39%-13.24% | -14.21%-13.83% |
| Max drawdown duration | HEGD JEPI | 78d63d | 77d156d | 124d180d | 721d420d |
Trading data
HEGD | JEPI | |
Last sale 10/30/2026 at 1:30 PM | $26.65 | $57.56 |
| Previous close 10/29/2026 | $26.96 | $57.93 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
HEGD | JEPI | |
|---|---|---|
| Last price | $26.65 | $57.56 |
| 1D performance | -1.13% | -0.64% |
| AuM | $732.42 M | $46.17 B |
| E/R | 0.87% | 0.35% |
Characteristics
HEGD | JEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Swan Capital Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2020 | May 20, 2020 |
| ESG | No | No |
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Exposure
Countries
HEGD
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JEPI
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Sectors
HEGD
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JEPI
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Diversification
HEGD
Data will be available soon
JEPI
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Top 15 holdings
Data as of January 1, 1970
HEGD
Data will be available soon
JEPI
Data will be available soon
Frequently asked questions about HEGD and JEPI
How have the HEGD and JEPI ETFs performed in 2026?
As of October 30, 2026, HEGD is up 5.59% year-to-date (YTD), while JEPI has returned 6.81%. That puts JEPI better performer ahead so far this year.
Which ETF is attracting more investor money: HEGD or JEPI?
Year-to-date, the HEGD ETF saw +$96M in flows, compared to +$4.37B for JEPI.
Which ETF is more volatile: HEGD or JEPI?
Over the past year, HEGD had a volatility of 7.9%, while JEPI experienced 8.11%.
Which ETF is bigger: HEGD or JEPI?
As of October 30, 2026, HEGD holds $732.42 M in assets under management (AUM), while JEPI manages $46.17 B.
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