HEGD vs LTPZ

Comparison between SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceHEGD has outperformed LTPZ, delivering a return of +8.3% compared to -6.6%

HEGD vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEGD(ETF)	LTPZ(ETF)
Net Assets	$707M	$708M
Expense Ratio	0.87%	0.20%
Max Drawdown	14.56%	47.96%
Sharpe Ratio	1.14	-0.27
5Y Beta	0.45	0.14
5Y Dividends CAGR	N/A	7.73%

Net Assets

HEGD

$707M

Winner

LTPZ

$708M

Expense Ratio

HEGD

0.87%

Winner

LTPZ

0.20%

Max Drawdown

Winner

HEGD

14.56%

LTPZ

47.96%

Sharpe Ratio

Winner

HEGD

1.14

LTPZ

-0.27

5Y Beta

HEGD

0.45

Winner

LTPZ

0.14

5Y Dividends CAGR

HEGD

N/A

LTPZ

7.73%

HEGD vs LTPZ - Historical Returns

Returns include dividend reinvestment.

Period	HEGD	LTPZ
1 month	+0.34%	-2.46%
3 months	+3.77%	-2.18%
6 months	+5.53%	-2.84%
1 year	+13.01%	-0.07%
5 years(CAGR)	+8.34%	-6.61%
10 years(CAGR)	N/A	+0.04%
Max(CAGR)	+9.46%	+2.82%

Winner

HEGD

+0.34%

LTPZ

-2.46%

Winner

HEGD

+3.77%

LTPZ

-2.18%

Winner

HEGD

+5.53%

LTPZ

-2.84%

Winner

HEGD

+13.01%

LTPZ

-0.07%

5Y(CAGR)

Winner

HEGD

+8.34%

LTPZ

-6.61%

10Y(CAGR)

HEGD

N/A

LTPZ

+0.04%

Max(CAGR)

Winner

HEGD

+9.46%

LTPZ

+2.82%

HEGD vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	HEGD	LTPZ
2026	+5.45%	-2.11%
2025	+12.82%	+4.01%
2024	+15.60%	-4.68%
2023	+14.46%	-0.38%
2022	-11.12%	-30.10%
2021	+18.11%	+6.50%
2020	+0.99%	+22.87%
2019	N/A	+16.97%
2018	N/A	-6.49%
2017	N/A	+8.23%
2016	N/A	+8.48%
2015	N/A	-10.16%
2014	N/A	+18.77%
2013	N/A	-18.74%
2012	N/A	+11.89%
2011	N/A	+25.70%
2010	N/A	+8.56%
2009	N/A	+3.24%

HEGD vs LTPZ Drawdown Comparison

The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current HEGD drawdown is -1.46%. The current LTPZ drawdown is -34.54%.

Rank	HEGD	LTPZ
#1	-14.56% Dec 29, 2021 - Dec 18, 2023	-40.96% Nov 9, 2021 - Oct 19, 2023
#2	-8.14% Feb 19, 2025 - Jun 24, 2025	-22.67% Dec 10, 2012 - Jul 5, 2016
#3	-4.58% Jul 10, 2024 - Aug 21, 2024	-22.60% Mar 6, 2020 - Apr 15, 2020
#4	-4.39% Jan 27, 2026 - Apr 15, 2026	-13.15% Sep 7, 2016 - May 29, 2019
#5	-3.57% Mar 28, 2024 - May 15, 2024	-12.85% Nov 2, 2010 - Jul 11, 2011
#6	-3.54% Sep 2, 2021 - Oct 26, 2021	-11.65% Jan 4, 2021 - Jul 15, 2021
#7	-3.38% Jun 2, 2026 - Jun 10, 2026	-7.24% Aug 29, 2019 - Jan 27, 2020
#8	-3.28% Feb 17, 2021 - Apr 5, 2021	-7.05% Apr 28, 2020 - Jul 20, 2020
#9	-2.84% Dec 6, 2024 - Jan 23, 2025	-5.98% Aug 10, 2011 - Nov 1, 2011
#10	-2.80% Nov 24, 2021 - Dec 23, 2021	-5.85% Nov 30, 2009 - May 4, 2010
#11	-2.79% Aug 30, 2024 - Sep 12, 2024	-5.67% Jul 24, 2012 - Oct 4, 2012
#12	-2.62% Oct 29, 2025 - Dec 11, 2025	-4.63% Aug 4, 2020 - Dec 31, 2020
#13	-2.50% May 7, 2021 - Jun 24, 2021	-4.50% Jan 31, 2012 - Apr 26, 2012
#14	-2.34% Oct 14, 2024 - Nov 6, 2024	-4.23% Oct 27, 2021 - Nov 8, 2021
#15	-2.05% Dec 11, 2025 - Jan 9, 2026	-3.71% Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between HEGD and LTPZ is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (2009 - 2026)

HEGD vs LTPZ dividend yield comparison.

Year	HEGD	LTPZ
2026	0.00%	3.86%
2025	0.36%	4.64%
2024	0.43%	3.71%
2023	0.39%	3.71%
2022	0.87%	8.38%
2021	0.31%	3.56%
2020	0.00%	1.42%
2019	0.00%	1.74%
2018	0.00%	3.05%
2017	0.00%	2.25%
2016	0.00%	2.32%
2015	0.00%	0.71%
2014	0.00%	1.77%
2013	0.00%	1.28%
2012	0.00%	1.58%
2011	0.00%	3.62%
2010	0.00%	2.51%
2009	0.00%	0.80%