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HEGDvsKHPIETF Comparison
Swan Hedged Equity US Large Cap ETF (HEGD) and Kensington Hedged Premium Income ETF (KHPI) belong to the same industry segment: Options Strategies. HEGD's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, KHPI's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HEGD is less expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.96% for KHPI. HEGD is down -0.9% year-to-date (YTD) with +$9M in YTD flows. KHPI performs better with -0.55% YTD performance, and +$72M in YTD flows. Run a side-by-side ETF comparison of HEGD and KHPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HEGD vs KHPI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEGD KHPI | -1.12%-0.80% | -0.95%-0.76% | -0.90%-0.55% | +14.45%+12.65% | +48.85%n/a | +47.54%n/a |
| Flows | HEGD KHPI | -$7M+$26M | +$12M+$90M | +$9M+$72M | +$185M+$219M | +$388M- | +$486M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEGD KHPI | +6.03%+5.81% | +8.36%+9.51% | +8.15%n/a | +9.17%n/a |
| Max drawdown | HEGD KHPI | -2.11%-2.22% | -4.69%-6.95% | -8.39%n/a | -14.21%n/a |
| Max drawdown duration | HEGD KHPI | 44d15d | 36d45d | 124dn/a | 721dn/a |
HEGD | KHPI | |
Last sale 3/13/2026 at 1:30 PM | $24.94 | $25.05 |
| Previous close 03/12/2026 | $25.03 | $25.16 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
HEGD | KHPI | |
|---|---|---|
| Last price | $24.94 | $25.05 |
| 1D performance | -0.36% | -0.44% |
| AuM | $604.13 M | $327.56 M |
| E/R | 0.88% | 0.96% |
HEGD | KHPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Swan Capital Management | Kensington Asset Management |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2020 | September 3, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the HEGD and KHPI ETFs performed in 2026?
As of March 12, 2026, HEGD is down -0.9% year-to-date (YTD), while KHPI has lost -0.55%. That puts KHPI better performer ahead so far this year.
Which ETF is attracting more investor money: HEGD or KHPI?
Year-to-date, the HEGD ETF saw +$9M in flows, compared to +$72M for KHPI.
Which ETF is more volatile: HEGD or KHPI?
Over the past year, HEGD had a volatility of 8.36%, while KHPI experienced 9.51%.
Which ETF is bigger: HEGD or KHPI?
As of March 12, 2026, HEGD holds $604.13 M in assets under management (AUM), while KHPI manages $327.56 M.
What sectors do the HEGD and KHPI ETFs invest in?
HEGD leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, KHPI focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HEGD ETF and KHPI ETF?
HEGD top holdings include NVIDIA, APPLE and MICROSOFT-T. KHPI holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HEGD or KHPI?
HEGD holds 502 securities with 39.41% of its assets in the top 15. KHPI has 503 securities and a top 15 weight of 43.79%.
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