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.
- Number of ETFs
- 24
- Avg. Expense Ratio
- 0.68%
- Avg. Dividend Yield
- 3.31%
- Avg. 1 Year Return
- 23.74%
- Median Risk/Return Score
- 66 / 100
The Best Equity Hedged ETFs
24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MC Trio Equity Buffered ETF | Equity Hedged | Mar 5, 2025 | 0.70% | 4.86% | — | 8.59% | 79 | ||||||||
| Cambria Value and Momentum ETF | Momentum, Equity Hedged | Sep 8, 2015 | 0.65% | 3.40% | 5.57% | 0.63% | 55 | ||||||||
| Global X S&P 500 Collar 95-110 ETF | Equity Hedged, S&P 500 | Aug 25, 2021 | 0.25% | 2.04% | — | 12.89% | 45 | ||||||||
| Global X S&P 500 Tail Risk ETF | Equity Hedged, S&P 500 | Aug 25, 2021 | 0.25% | 6.37% | — | 16.75% | 57 |
Best Equity Hedged ETFs by Risk/Return Score
The top Equity Hedged ETFs by PortfoliosLab Risk/Return Score are MAXJ (94) and HECO (88).
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 | |
| State Street Galaxy Hedged Digital Asset Ecosystem... | 88 | 112.94M | Sep 2024 | |
| Invesco S&P 500 Downside Hedged ETF | 87 | 67.98M | Dec 2012 | |
| Kraneshares Hedgeye Hedged Equity Index ETF | 85 | 96.97M | Jul 2024 | |
| Invesco QQQ Hedged Advantage ETF | 79 | — | May 2025 |
Best-Performing Equity Hedged ETFs Over 5 Years
The top Equity Hedged ETFs is OVLH (9.32%).
Across the lineup, Equity Hedged ETFs show an average 1-year return of 23.74% and an average 5-year return of 7.88%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Overlay Shares Hedged Large Cap Equity ETF | 9.32% | 94.33M | Jan 2021 | |
| Swan Hedged Equity US Large Cap ETF | 8.69% | 584.47M | Dec 2020 | |
| Cambria Value and Momentum ETF | 8.17% | 48.34M | Sep 2015 | |
| LHA Market State Tactical Beta ETF | 8.12% | 178.80M | Sep 2020 | |
| Invesco S&P 500 Downside Hedged ETF | 5.08% | 67.98M | Dec 2012 |
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% | 4.03M | Aug 2021 | |
| Global X S&P 500 Collar 95-110 ETF | 0.25% | 3.31M | Aug 2021 | |
| Invesco S&P 500 Downside Hedged ETF | 0.39% | 67.98M | Dec 2012 | |
| Invesco QQQ Hedged Advantage ETF | 0.45% | — | May 2025 | |
| T. Rowe Price Hedged Equity ETF | 0.46% | 34.51M | Mar 2025 |
Highest-Yield Equity Hedged ETFs
The top Equity Hedged ETFs is XTR (16.75%).
Across the lineup, Equity Hedged ETFs show an average dividend yield of 3.31%, 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 S&P 500 Tail Risk ETF | 16.75% | 4.03M | Aug 2021 | |
| Global X S&P 500 Collar 95-110 ETF | 12.89% | 3.31M | Aug 2021 | |
| MRP SynthEquity ETF | 11.15% | 147.91M | Mar 2025 | |
| MC Trio Equity Buffered ETF | 8.59% | — | Mar 2025 | |
| NEOS S&P 500 Hedged Equity Income ETF | 7.65% | 29.22M | Apr 2025 |
Top ETFs Categories
Leveraged Equities · 533 ETFsEurope Equities · 519 ETFsGlobal Equities · 460 ETFsLarge Cap Blend Equities · 451 ETFsDerivative Income · 430 ETFsTechnology Equities · 382 ETFsDefined Outcome · 328 ETFsS&P 500 · 281 ETFsLarge Cap Growth Equities · 249 ETFsDividend · 213 ETFsEmerging Markets Equities · 207 ETFsForeign Large Cap Equities · 205 ETFsCorporate Bonds · 200 ETFsAsia Pacific Equities · 188 ETFsCryptocurrency · 182 ETFsGovernment Bonds · 175 ETFsLarge Cap Value Equities · 172 ETFsHigh Yield Bonds · 170 ETFsOptions Trading · 158 ETFsEnergy Equities · 151 ETFsMunicipal Bonds · 143 ETFsHealth & Biotech Equities · 135 ETFsNasdaq-100 · 130 ETFsREIT · 130 ETFsPrecious Metals · 122 ETFsDiversified Portfolio · 118 ETFsChina Equities · 115 ETFsEuropean Government Bonds · 115 ETFsFinancials Equities · 113 ETFsJapan Equities · 113 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
HEGD vs. HEQTHEGD vs. OCTZHEGD vs. IHGHEGD vs. SPYHEGD vs. VOOPHDG vs. SPYPHDG vs. VOOPHDG vs. JEPIPHDG vs. DIVOPHDG vs. CPSMXTR vs. TAILXTR vs. SPYXTR vs. SPDXTR vs. XRMIXTR vs. ACIOOVLH vs. SPYOVLH vs. OVLOVLH vs. USMCOVLH vs. KHPIOVLH vs. PSCJFHEQ vs. FBUFFHEQ vs. SPYFHEQ vs. JHEQXFHEQ vs. HEQTFHEQ vs. CGBLXCLR vs. QCLRXCLR vs. HEQTXCLR vs. SPYXCLR vs. URNMXCLR vs. VOOVAMO vs. GMOMVAMO vs. VOOVAMO vs. SPMOVAMO vs. CLSEVAMO vs. SPYQQHG vs. QQQQQHG vs. SPMOQQHG vs. SMHQQHG vs. SHLDQQHG vs. VGTMAXJ vs. JPSTMAXJ vs. SPYMAXJ vs. TJULMAXJ vs. SHYGMAXJ vs. BNDSPYH vs. SPYISPYH vs. TRIOSPYH vs. XYLDSPYH vs. SNTHSPYH vs. THEQ
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