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
- 35
- Avg. Expense Ratio
- 0.68%
- Avg. Dividend Yield
- 3.71%
- Avg. 1 Year Return
- 14.27%
- Median Risk/Return Score
- 51 / 100
The Best Equity Hedged ETFs
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CI Alternative North American Opportunities Fund | Long-Short, Equity Hedged, Large Cap Growth Equities, Actively Managed | Jul 8, 2021 | 1.21% | 5.63% | — | 0.00% | 26 | ||||||||
| Purpose Tactical Hedged Equity Fund | Equity Hedged, Quality Factor, Large Cap Blend Equities | Sep 3, 2013 | 0.98% | 1.54% | 6.87% | 0.00% | 38 | ||||||||
| Purpose International Tactical Hedged Equity Fund | Equity Hedged, Multi-factor, Foreign Large Cap Equities, Quality Factor | Apr 21, 2015 | — | 10.14% | 5.52% | 5.24% | 55 |
Best Equity Hedged ETFs by Risk/Return Score
The top Equity Hedged ETFs by PortfoliosLab Risk/Return Score are MAXJ (94) and KSPY (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| iShares Large Cap Max Buffer Jun ETF | 94 | — | Jun 2024 | |
| Kraneshares Hedgeye Hedged Equity Index ETF | 89 | 120.47M | Jul 2024 | |
| State Street Galaxy Hedged Digital Asset Ecosystem... | 87 | 82.51M | Sep 2024 | |
| Innovator U.S. Small Cap Managed Floor ETF | 86 | 89.62M | Sep 2024 | |
| Cambria Value and Momentum ETF | 82 | 108.70M | Sep 2015 |
Best-Performing Equity Hedged ETFs Over 5 Years
The top Equity Hedged ETFs is VAMO (11.04%).
Across the lineup, Equity Hedged ETFs show an average 1-year return of 14.27% and an average 5-year return of 5.98%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cambria Value and Momentum ETF | 11.04% | 108.70M | Sep 2015 | |
| 6 Meridian Hedged Equity-Index Option Strategy ETF | 9.81% | 488.90M | May 2020 | |
| Overlay Shares Hedged Large Cap Equity ETF | 8.40% | 94.33M | Jan 2021 | |
| Swan Hedged Equity US Large Cap ETF | 7.98% | 584.47M | Dec 2020 | |
| Agility Shares Managed Risk ETF | 7.49% | 320.77M | Jun 2020 |
Lowest-Cost Equity Hedged ETFs
The top Equity Hedged ETFs is XTR (0.25%).
With an average expense ratio of 0.68%, Equity Hedged ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Global X S&P 500 Tail Risk ETF | 0.25% | 4.80M | Aug 2021 | |
| Global X S&P 500 Collar 95-110 ETF | 0.25% | 3.29M | Aug 2021 | |
| Invesco S&P 500 Downside Hedged ETF | 0.39% | 71.37M | Dec 2012 | |
| Simplify Hedged Equity ETF | 0.43% | 298.81M | Nov 2021 | |
| Invesco QQQ Hedged Advantage ETF | 0.45% | — | May 2025 |
Highest-Yield Equity Hedged ETFs
The top Equity Hedged ETFs is QTR (17.10%).
Across the lineup, Equity Hedged ETFs show an average dividend yield of 3.71%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Global X NASDAQ 100 Tail Risk ETF | 17.10% | 7.40M | Aug 2021 | |
| Global X S&P 500 Tail Risk ETF | 16.74% | 4.80M | Aug 2021 | |
| Global X NASDAQ 100 Collar 95-110 ETF | 15.34% | 3.35M | Aug 2021 | |
| Global X S&P 500 Collar 95-110 ETF | 12.95% | 3.29M | Aug 2021 | |
| MRP SynthEquity ETF | 11.78% | 147.91M | Mar 2025 |
Top ETFs Categories
Global Equities · 597 ETFsEurope Equities · 587 ETFsLeveraged Equities · 558 ETFsDerivative Income · 515 ETFsLarge Cap Blend Equities · 471 ETFsAsia Pacific Equities · 449 ETFsTechnology Equities · 419 ETFsDefined Outcome · 345 ETFsEmerging Markets Equities · 337 ETFsDividend · 307 ETFsS&P 500 · 303 ETFsCorporate Bonds · 300 ETFsGovernment Bonds · 267 ETFsForeign Large Cap Equities · 257 ETFsLarge Cap Growth Equities · 251 ETFsEnergy Equities · 210 ETFsHigh Yield Bonds · 204 ETFsLarge Cap Value Equities · 204 ETFsCryptocurrency · 200 ETFsESG · 197 ETFsOptions Trading · 195 ETFsQuality Factor · 179 ETFsActively Managed · 178 ETFsPrecious Metals · 164 ETFsHealth & Biotech Equities · 154 ETFsMunicipal Bonds · 150 ETFsREIT · 148 ETFsJapan Equities · 143 ETFsFinancials Equities · 137 ETFsEmerging Markets Bonds · 136 ETFs
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.
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5 Years