The Best Volatility Hedged Equity ETFs
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Volatility Hedged Equity ETFs.
Volatility-hedged equity ETFs are a type of exchange-traded fund (ETF) that use various techniques to hedge against volatility in the stock market. Volatility is a measure of the fluctuation in the price of a security or index, and hedging refers to taking steps to reduce the risk of an investment.
Volatility-hedged equity ETFs can hedge against market volatility by using options. For example, an ETF may use options contracts to buy or sell a stock index at a fixed price at a future date, which can provide a hedge against a decline in the stock market.
Volatility-hedged equity ETFs can provide investors with a way to gain exposure to the stock market while reducing the risk of significant price fluctuations. However, it's important to note that these ETFs may not be able to eliminate market risk entirely, and investors should also be aware of the potential for increased costs associated with hedging strategies. Additionally, investors should conduct their research and due diligence before investing in these funds.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco S&P SmallCap High Dividend Low Volatility ... | Volatility Hedged Equity, Dividend | Dec 1, 2016 | 0.30% | 4.43% | — | 5.66% | 11 | ||||||||
| Invesco S&P SmallCap Low Volatility ETF | Volatility Hedged Equity | Feb 15, 2013 | 0.25% | 3.46% | 5.66% | 2.68% | 19 | ||||||||
| Acruence Active Hedge U.S. Equity ETF | Actively Managed, Volatility Hedged Equity | Apr 22, 2021 | 0.83% | -1.76% | — | 1.99% | 45 |
Risk vs. Return Scatterplot
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