LTPZ vs HEGD

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

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

LTPZ vs HEGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LTPZ

$708M

HEGD

$707M

Expense Ratio

Winner

LTPZ

0.20%

HEGD

0.87%

Max Drawdown

LTPZ

47.96%

Winner

HEGD

14.56%

Sharpe Ratio

LTPZ

-0.27

Winner

HEGD

1.14

5Y Beta

Winner

LTPZ

0.14

HEGD

0.45

5Y Dividends CAGR

LTPZ

7.73%

HEGD

N/A

LTPZ vs HEGD - Historical Returns

Returns include dividend reinvestment.

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

LTPZ

-2.46%

Winner

HEGD

+0.34%

LTPZ

-2.18%

Winner

HEGD

+3.77%

LTPZ

-2.84%

Winner

HEGD

+5.53%

LTPZ

-0.07%

Winner

HEGD

+13.01%

5Y(CAGR)

LTPZ

-6.61%

Winner

HEGD

+8.34%

10Y(CAGR)

LTPZ

+0.04%

HEGD

N/A

Max(CAGR)

LTPZ

+2.82%

Winner

HEGD

+9.46%

LTPZ vs HEGD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

LTPZ vs HEGD Drawdown Comparison

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

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

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

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

Correlation

Correlation between LTPZ and HEGD 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)

LTPZ vs HEGD dividend yield comparison.

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