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The Best Equity Hedged ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Equity Hedged ETFs.

Equity Hedged ETFs and funds maintain meaningful equity exposure while using options, short positions, futures, or other hedges to reduce market risk or limit drawdowns. They generally retain more directional equity exposure than equity market-neutral strategies.

Number of ETFs
36
Avg. Expense Ratio
0.69%
Avg. Dividend Yield
3.84%
Avg. 1 Year Return
18.32%
Median Risk/Return Score
62 / 100
The Best Equity Hedged ETFs

36 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Aptus Drawdown Managed Equity ETFEquity HedgedJun 8, 20160.79%
11.25%
8.95%
0.35%
58
Fidelity Hedged Equity ETFEquity HedgedApr 9, 20240.48%
11.52%
0.53%
68
State Street Galaxy Hedged Digital Asset Ecosystem...Blockchain, Equity HedgedSep 9, 20240.90%
68.96%
0.00%
86
Equable Shares Hedged Equity ETFEquity HedgedMay 31, 20190.96%
4.98%
2.30%
Swan Hedged Equity US Large Cap ETFEquity HedgedDec 22, 20200.88%
8.29%
0.33%
77
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFNasdaq-100, Equity HedgedMar 27, 20250.50%
4.72%
0.21%
47
Simplify Hedged Equity ETFEquity Hedged, Options Trading, Actively ManagedNov 1, 20210.43%
7.97%
1.16%
81
JPMorgan International Hedged Equity Laddered Over...Equity HedgedMar 15, 20190.50%
8.34%
2.79%
65
Hull Tactical US ETFEquity Hedged, Long-ShortJun 25, 20150.96%
15.06%
12.87%
10.33%
83
John Hancock Hedged Equity ETFEquity HedgedApr 7, 20260.49%0.10%
Formidable Fortress ETFEquity Hedged, Actively ManagedJul 22, 20210.89%
6.73%
0.34%
27
Kraneshares Hedgeye Hedged Equity Index ETFEquity HedgedJul 15, 20240.78%
8.60%
5.68%
89
iShares Large Cap Max Buffer Jun ETFEquity HedgedJun 28, 20240.50%
4.26%
0.97%
95
Agility Shares Managed Risk ETFEquity HedgedJun 25, 20200.99%
8.34%
0.35%
59
LHA Market State Tactical Beta ETFEquity HedgedSep 29, 20201.40%
10.94%
0.37%
54
TrueShares Equity Hedge ETFEquity HedgedJan 29, 20260.79%0.00%
Overlay Shares Hedged Large Cap Equity ETFEquity HedgedJan 14, 20210.80%
8.59%
0.28%
59
Invesco S&P 500 Downside Hedged ETFEquity Hedged, S&P 500Dec 6, 20120.39%
13.13%
7.47%
1.64%
69
Global X NASDAQ 100 Collar 95-110 ETFNasdaq-100, Equity HedgedAug 25, 20210.60%
-0.16%
14.96%
18
Horizon NASDAQ-100 Defined Risk ETFEquity Hedged, Nasdaq-100Jul 9, 20250.85%
11.04%
1.41%
42

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Best Equity Hedged ETFs by Risk/Return Score

The top Equity Hedged ETFs by PortfoliosLab Risk/Return Score are MAXJ (95) and RFLR (90). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Equity Hedged ETFs Over 5 Years

The top Equity Hedged ETFs is HTUS (15.38%). Across the lineup, Equity Hedged ETFs show an average 1-year return of 18.32% and an average 5-year return of 7.18%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Hull Tactical US ETF
15.38%
137.43MJun 2015
Cambria Value and Momentum ETF
10.96%
108.69MSep 2015
6 Meridian Hedged Equity-Index Option Strategy ETF
9.50%
488.90MMay 2020
Overlay Shares Hedged Large Cap Equity ETF
9.08%
94.33MJan 2021
Swan Hedged Equity US Large Cap ETF
8.56%
584.47MDec 2020

Lowest-Cost Equity Hedged ETFs

The top Equity Hedged ETFs is XCLR (0.25%). With an average expense ratio of 0.69%, Equity Hedged ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Global X S&P 500 Collar 95-110 ETF0.25%3.57MAug 2021
Global X S&P 500 Tail Risk ETF0.25%4.81MAug 2021
Invesco S&P 500 Downside Hedged ETF0.39%63.46MDec 2012
Simplify Hedged Equity ETF0.43%296.16MNov 2021
Invesco QQQ Hedged Advantage ETF0.45%May 2025

Highest-Yield Equity Hedged ETFs

The top Equity Hedged ETFs is QTR (16.47%). Across the lineup, Equity Hedged ETFs show an average dividend yield of 3.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Global X NASDAQ 100 Tail Risk ETF16.47%7.62MAug 2021
Global X S&P 500 Tail Risk ETF16.08%4.81MAug 2021
Global X NASDAQ 100 Collar 95-110 ETF14.96%3.31MAug 2021
Global X S&P 500 Collar 95-110 ETF12.52%3.57MAug 2021
MRP SynthEquity ETF11.25%147.91MMar 2025

Top ETFs Categories


Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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