HCM Hedged Equity ETF
HAWG - ETF AI Analysis
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HCM Hedged Equity ETF (HAWG)
HAWG, the HCM Hedged Equity ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, profitability, and long-term growth potential in areas such as cloud, AI, and services. The fund also benefits from holdings like Nvidia and Broadcom that are well positioned in AI semiconductors, though several major positions share risks such as high valuations, mixed technical signals, and exposure to regulatory and geopolitical challenges, making concentration in large tech and AI-related names the key risk factor.
HAWG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 100.33M
- Region
- North America
- Expense Ratio
- 1.35%
- Beta
- 0.91
- Issuer
- HCM
- Inception Date
- Aug 14, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HAWG Summary
HCM Hedged Equity ETF (ticker: HAWG) is a U.S.-focused fund that invests in many large, well-known companies and uses a built-in strategy to try to reduce big drops during market downturns. It doesn’t track a specific index, but follows a theme of large-cap growth with risk management. Top holdings include familiar names like Apple and Nvidia, along with other major tech and consumer companies. Someone might invest in HAWG for long-term growth and diversification, while seeking a smoother ride than a regular stock fund. A key risk is that it still owns stocks, so its value can go up and down with the market, and hedging may limit gains in strong bull markets.
How much will it cost me?
HAWG has an expense ratio of 1.35%, which means you’ll pay about $13.50 per year for every $1,000 invested. This cost is higher than the average ETF because the fund is actively managed and uses hedging strategies to help reduce risk and smooth out returns.
What would affect this ETF?
HAWG is heavily invested in major U.S. technology names like Nvidia, Apple, and Microsoft, so continued growth in tech, artificial intelligence, and a strong U.S. economy could support future gains. On the other hand, higher interest rates, a downturn in large U.S. growth stocks, or tighter regulations on big tech could hurt performance, and its hedging strategy may limit returns during strong bull markets even as it helps cushion losses in market pullbacks.
HAWG Top 10 Holdings
HAWG is essentially riding the Big Tech and AI wave, with Nvidia, Apple, and Microsoft sitting in the driver’s seat and giving the fund most of its spark. Amazon and Meta are also contributing, though their recent moves have been more steady than spectacular. On the flip side, Broadcom has been lagging, acting like a small anchor on the otherwise tech‑heavy ship, while Tesla’s weaker year adds some drag. With a clear tilt toward U.S. mega‑cap technology and communication names, this ETF is firmly rooted in the American growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 10.91% | $11.02M | $5.06T | 29.20% | 79Outperform |
 NVDA | Nvidia | 8.59% | $8.68M | $4.07T | -10.06% | 76Outperform |
 MSFT | Microsoft | 8.15% | $8.23M | $3.96T | 2.45% | 79Outperform |
 AMZN | Amazon | 5.48% | $5.53M | $2.93T | 6.85% | 71Outperform |
 GOOGL | Alphabet Class A | 3.64% | $3.68M | $3.50T | 0.73% | 85Outperform |
 GOOG | Alphabet Class C | 3.19% | $3.23M | $3.50T | -0.38% | 82Outperform |
 AVGO | Broadcom | 3.45% | $3.48M | $1.58T | -1.91% | 76Outperform |
 META | Meta Platforms | 2.96% | $2.99M | $1.64T | 0.27% | 76Outperform |
 TSLA | Tesla | 2.71% | $2.74M | $1.50T | -11.10% | 73Outperform |
 MU | Micron | 1.95% | $1.97M | $820.41B | 236.49% | 79Outperform |
HAWG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAWG, the sentiment is Positive. The current price of 29.72 is below the 20-day moving average (MA) of 29.90, below the 50-day MA of 30.19, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 47.04 is Neutral, neither overbought nor oversold. The STOCH value of 62.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAWG.
HAWG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HAWG | $29.72 | $34.00(14.40% Upside) | $100.33M | 1.35% | 73Outperform |
 ACEP | $20.15 | $23.73(17.80% Upside) | $101.01M | 0.46% | 70Outperform |
 PRMR | $28.59 | $34.23(19.73% Upside) | $91.52M | 1.00% | 73Outperform |
 FCUS | $33.42 | $38.36(14.76% Upside) | $76.05M | 0.80% | 67Neutral |
 SPCT | $28.91 | $32.12(11.10% Upside) | $74.88M | 0.85% | 72Outperform |
 REGS | $11.05 | $14.43(30.65% Upside) | $72.52M | 0.35% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HAWG | HCM Hedged Equity ETF | 29.72 | -0.54 | -1.80% | |
| ACEP | ARS Core Equity Portfolio ETF | 20.14 | 5.04 | 33.36% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.59 | 3.61 | 14.45% | |
| FCUS | Pinnacle Focused Opportunities ETF | 33.42 | 3.08 | 10.15% | |
| SPCT | Liberty One Spectrum ETF | 28.91 | 3.69 | 14.62% | |
| REGS | Columbia Large Cap Growth ETF | 11.04 | 0.96 | 9.50% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.