HEGD vs PDT

Comparison between SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF) and John Hancock Premium Dividend Fund (PDT, ETF).

5-Year PerformanceHEGD has outperformed PDT, delivering a return of +8.3% compared to +3.3%

HEGD vs PDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEGD(ETF)	PDT(ETF)
Net Assets	$707M	$706M
Expense Ratio	0.87%	N/A
Max Drawdown	14.56%	62.63%
Sharpe Ratio	1.14	0.27
5Y Beta	0.45	0.42
5Y Dividends CAGR	N/A	-3.57%

Net Assets

Winner

HEGD

$707M

PDT

$706M

Expense Ratio

HEGD

0.87%

PDT

N/A

Max Drawdown

Winner

HEGD

14.56%

PDT

62.63%

Sharpe Ratio

Winner

HEGD

1.14

PDT

0.27

5Y Beta

HEGD

0.45

Winner

PDT

0.42

5Y Dividends CAGR

HEGD

N/A

PDT

-3.57%

HEGD vs PDT - Historical Returns

Returns include dividend reinvestment.

Period	HEGD	PDT
1 month	+0.34%	+2.84%
3 months	+3.77%	+0.42%
6 months	+5.53%	+3.49%
1 year	+13.01%	+5.45%
5 years(CAGR)	+8.34%	+3.33%
10 years(CAGR)	N/A	+5.67%
Max(CAGR)	+9.46%	+9.14%

HEGD

+0.34%

Winner

PDT

+2.84%

Winner

HEGD

+3.77%

PDT

+0.42%

Winner

HEGD

+5.53%

PDT

+3.49%

Winner

HEGD

+13.01%

PDT

+5.45%

5Y(CAGR)

Winner

HEGD

+8.34%

PDT

+3.33%

10Y(CAGR)

HEGD

N/A

PDT

+5.67%

Max(CAGR)

Winner

HEGD

+9.46%

PDT

+9.14%

HEGD vs PDT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HEGD	PDT
2026	+5.45%	+5.72%
2025	+12.82%	+7.88%
2024	+15.60%	+28.48%
2023	+14.46%	-10.25%
2022	-11.12%	-16.41%
2021	+18.11%	+27.89%
2020	+0.99%	-14.36%
2019	N/A	+38.87%
2018	N/A	-11.60%
2017	N/A	+20.46%
2016	N/A	+25.22%
2015	N/A	+7.79%
2014	N/A	+26.06%
2013	N/A	-6.71%
2012	N/A	+8.08%
2011	N/A	+25.48%
2010	N/A	+25.49%
2009	N/A	+47.06%
2008	N/A	-21.88%
2007	N/A	-7.93%
2006	N/A	+19.70%
2005	N/A	-7.29%
2004	N/A	+9.54%
2003	N/A	+25.14%
2002	N/A	-2.21%
2001	N/A	+12.40%
2000	N/A	+19.49%
1999	N/A	-10.19%

HEGD vs PDT Drawdown Comparison

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

The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current HEGD drawdown is -1.46%. The current PDT drawdown is -2.07%.

Rank	HEGD	PDT
#1	-14.56% Dec 29, 2021 - Dec 18, 2023	-62.37% Feb 20, 2020 - Jun 4, 2021
#2	-8.14% Feb 19, 2025 - Jun 24, 2025	-52.75% May 21, 2007 - Sep 30, 2009
#3	-4.58% Jul 10, 2024 - Aug 21, 2024	-40.45% Nov 17, 2021 - May 30, 2025
#4	-4.39% Jan 27, 2026 - Apr 15, 2026	-21.71% Sep 7, 2016 - Apr 18, 2017
#5	-3.57% Mar 28, 2024 - May 15, 2024	-20.67% Mar 29, 2004 - Oct 18, 2004
#6	-3.54% Sep 2, 2021 - Oct 26, 2021	-19.39% May 8, 2013 - Apr 30, 2014
#7	-3.38% Jun 2, 2026 - Jun 10, 2026	-18.63% Jul 6, 2018 - Feb 8, 2019
#8	-3.28% Feb 17, 2021 - Apr 5, 2021	-17.19% Nov 18, 1999 - Sep 1, 2000
#9	-2.84% Dec 6, 2024 - Jan 23, 2025	-17.12% Jun 3, 2002 - Jan 8, 2003
#10	-2.80% Nov 24, 2021 - Dec 23, 2021	-16.62% Jul 12, 2005 - Dec 15, 2006
#11	-2.79% Aug 30, 2024 - Sep 12, 2024	-15.58% Jun 29, 2012 - Apr 23, 2013
#12	-2.62% Oct 29, 2025 - Dec 11, 2025	-14.14% Jul 14, 2011 - Nov 17, 2011
#13	-2.50% May 7, 2021 - Jun 24, 2021	-13.31% Dec 22, 2017 - Jul 5, 2018
#14	-2.34% Oct 14, 2024 - Nov 6, 2024	-11.31% Jul 3, 2003 - Oct 31, 2003
#15	-2.05% Dec 11, 2025 - Jan 9, 2026	-10.31% May 3, 2010 - Jul 12, 2010

Correlation

Correlation between HEGD and PDT is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2000 - 2026)

HEGD vs PDT dividend yield comparison.

Year	HEGD	PDT
2026	0.00%	4.53%
2025	0.36%	7.80%
2024	0.43%	7.77%
2023	0.39%	10.14%
2022	0.87%	9.04%
2021	0.31%	6.42%
2020	0.00%	8.43%
2019	0.00%	6.70%
2018	0.00%	8.69%
2017	0.00%	9.94%
2016	0.00%	9.15%
2015	0.00%	7.88%
2014	0.00%	6.66%
2013	0.00%	10.82%
2012	0.00%	6.68%
2011	0.00%	7.30%
2010	0.00%	7.58%
2009	0.00%	7.57%
2008	0.00%	9.95%
2007	0.00%	6.14%
2006	0.00%	5.49%
2005	0.00%	7.45%
2004	0.00%	6.78%
2003	0.00%	7.16%
2002	0.00%	10.52%
2001	0.00%	7.06%
2000	0.00%	3.08%