HEGD vs BSJS
Comparison between SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF) and INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF).
5-Year PerformanceHEGD has outperformed BSJS, delivering a return of +8.7% compared to +3.2%
HEGD vs BSJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEGD vs BSJS - Holdings Comparison
HEGD and BSJS have 1 common holdings. Overlap is 0.00%
HEGD's top 25 holdings weight is 114.83%. BSJS's top 25 holdings weight is 29.93%.
| Rank | HEGD | BSJS |
|---|---|---|
| #1 | SPDR® S&P 500® ETF (SPY) - 91.90% | n/a (n/a) - 1.99% |
| #2 | OPTION ON S&P 500 PR (n/a) - 18.75% | DISH DBS CORPORATION 5.75% (n/a) - 1.93% |
| #3 | PUT ON S&P 500 DEC25 (n/a) - 3.54% | VENTURE GLOBAL LNG INC. 8.125% (n/a) - 1.85% |
| #4 | OTHER ASSETS AND LIABILITIES (n/a) - 0.38% | ORGANON & CO 4.125% (n/a) - 1.67% |
| #5 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.26% | SIRIUS XM RADIO LLC 4% (n/a) - 1.57% |
| #6 | US DOLLARS (n/a) - 0.00% | TENNECO LLC 8% (n/a) - 1.54% |
| #7 | N/A | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.39% |
| #8 | N/A | n/a (n/a) - 1.34% |
| #9 | N/A | n/a (n/a) - 1.25% |
| #10 | N/A | AVANTOR FUNDING INC 4.625% (n/a) - 1.23% |
| #11 | N/A | BAUSCH PLUS LOMB CORP. 8.375% (n/a) - 1.16% |
| #12 | N/A | AMC GLOBAL MEDIA INC. 10.5% (n/a) - 1.09% |
| #13 | N/A | NEWELL BRANDS INC. 8.5% (n/a) - 1.05% |
| #14 | N/A | n/a (n/a) - 1.01% |
| #15 | N/A | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.99% |
| #16 | N/A | DISCOVERY COMMUNICATIONS, LLC 3.95% (n/a) - 0.98% |
| #17 | N/A | n/a (n/a) - 0.97% |
| #18 | N/A | HERC HOLDINGS INC 7.25% (n/a) - 0.92% |
| #19 | N/A | ARAMARK SERVICES, INC. 5% (n/a) - 0.92% |
| #20 | N/A | SCIH SALT HOLDINGS INC. 4.875% (n/a) - 0.88% |
| #21 | N/A | KINETIK HOLDINGS LP 6.625% (n/a) - 0.86% |
| #22 | N/A | n/a (n/a) - 0.86% |
| #23 | N/A | EQUIPMENTSHARE COM INC. 9% (n/a) - 0.86% |
| #24 | N/A | GENMAB AS AND GENMAB FINANCE LLC 7.25% (n/a) - 0.83% |
| #25 | N/A | n/a (n/a) - 0.79% |
| Total Holdings | 6 | 193 |
HEGD vs BSJS - Historical Returns
Returns include dividend reinvestment.
HEGD vs BSJS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HEGD | BSJS |
|---|---|---|
| 2026 | +4.66% | +1.44% |
| 2025 | +12.82% | +7.51% |
| 2024 | +15.60% | +7.66% |
| 2023 | +14.46% | +11.99% |
| 2022 | -11.12% | -13.41% |
| 2021 | +18.11% | +3.40% |
| 2020 | +0.99% | +4.05% |
HEGD vs BSJS Drawdown Comparison
The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.
The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.
The current HEGD drawdown is -2.20%. The current BSJS drawdown is -0.27%.
| Rank | HEGD | BSJS |
|---|---|---|
| #1 | -14.56% Dec 29, 2021 - Dec 18, 2023 | -17.72% Dec 27, 2021 - Jul 5, 2024 |
| #2 | -8.14% Feb 19, 2025 - Jun 24, 2025 | -4.44% Mar 4, 2025 - May 12, 2025 |
| #3 | -4.58% Jul 10, 2024 - Aug 21, 2024 | -3.01% Feb 12, 2021 - Jun 9, 2021 |
| #4 | -4.39% Jan 27, 2026 - Apr 15, 2026 | -2.54% Sep 16, 2021 - Dec 23, 2021 |
| #5 | -3.57% Mar 28, 2024 - May 15, 2024 | -2.22% Sep 16, 2020 - Oct 7, 2020 |
| #6 | -3.54% Sep 2, 2021 - Oct 26, 2021 | -2.15% Oct 13, 2020 - Nov 5, 2020 |
| #7 | -3.28% Feb 17, 2021 - Apr 5, 2021 | -1.64% Feb 23, 2026 - Apr 9, 2026 |
| #8 | -2.84% Dec 6, 2024 - Jan 23, 2025 | -1.63% Dec 4, 2024 - Jan 17, 2025 |
| #9 | -2.80% Nov 24, 2021 - Dec 23, 2021 | -1.25% Sep 30, 2024 - Nov 7, 2024 |
| #10 | -2.79% Aug 30, 2024 - Sep 12, 2024 | -1.17% Jul 7, 2021 - Aug 25, 2021 |
| #11 | -2.62% Oct 29, 2025 - Dec 11, 2025 | -0.84% Oct 2, 2025 - Oct 20, 2025 |
| #12 | -2.50% May 7, 2021 - Jun 24, 2021 | -0.73% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -2.34% Oct 14, 2024 - Nov 6, 2024 | -0.69% Aug 13, 2025 - Aug 26, 2025 |
| #14 | -2.20% Jun 2, 2026 - Jun 5, 2026 | -0.69% May 19, 2025 - May 27, 2025 |
| #15 | -2.05% Dec 11, 2025 - Jan 9, 2026 | -0.68% Jan 21, 2025 - Jan 24, 2025 |
Correlation
Correlation between HEGD and BSJS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
HEGD vs BSJS dividend yield comparison.
| Year | HEGD | BSJS |
|---|---|---|
| 2026 | 0.00% | 2.49% |
| 2025 | 0.36% | 6.49% |
| 2024 | 0.43% | 7.04% |
| 2023 | 0.39% | 6.75% |
| 2022 | 0.87% | 5.82% |
| 2021 | 0.31% | 4.86% |
| 2020 | 0.00% | 0.75% |
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