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MC Trio Equity Buffered ETF (TRIO) belongs to the Equity Hedged category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with TRIO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TRIO

TRIO charges 0.70% annually. There are 19 ETFs in the Equity Hedged category with lower expense ratios, going as low as 0.25%.


Best Risk-Adjusted Alternatives to TRIO

TRIO has a PortfoliosLab risk / return rank of 84. There are 5 ETFs in the Equity Hedged category with higher risk-adjusted ranks, going as high as 95.


Top Performing TRIO Alternatives (YTD)

TRIO is at 6.52% YTD. There are 18 ETFs in the Equity Hedged category with higher YTD returns, going as high as 61.32%.


Lowest Volatility Alternatives to TRIO

TRIO has 6.39% 1-year volatility. There are 3 ETFs in the Equity Hedged category with lower 1-year volatility, going as low as 2.35%.


Lowest Drawdown Alternatives to TRIO

TRIO has a 1-year max drawdown of -4.47%. There are 4 ETFs in the Equity Hedged category with shallower 1-year drawdowns, going as shallow as -1.70%.


Often Compared With TRIO

Investors most often compare TRIO with SPYH, THEQ, SPYA. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
NEOS S&P 500 Hedged Equity Income ETFDerivative Income, Equity Hedged, S&P 500
70
5.96%
28.95MApr 2025TRIO vs SPYH
T. Rowe Price Hedged Equity ETFEquity Hedged
54
5.82%
37.91MMar 2025TRIO vs THEQ
Twin Oak Endure ETFEquity Hedged
45
6.81%
Jun 2025TRIO vs SPYA
JPMorgan International Hedged Equity Laddered Over...Equity Hedged
73
7.29%
283.07MMar 2019TRIO vs HOLA
ActivePassive Intermediate Municipal Bond ETFMunicipal Bonds
31
-0.26%
198.02MMay 2023TRIO vs APMU
Horizon NASDAQ-100 Defined Risk ETFEquity Hedged, Nasdaq-100
40
8.03%
102.96MJul 2025TRIO vs QGRD
Overlay Shares Hedged Large Cap Equity ETFEquity Hedged
52
5.66%
94.33MJan 2021TRIO vs OVLH
LHA Market State Tactical Beta ETFEquity Hedged
48
7.40%
178.80MSep 2020TRIO vs MSTB
Sterling Capital Hedged Equity Premium Income ETFEquity Hedged, Derivative Income
3.88%
214.66MDec 2025TRIO vs SCEP
Fidelity Hedged Equity ETFEquity Hedged
62
8.57%
Apr 2024TRIO vs FHEQ
iShares GSCI Commodity Dynamic Roll Strategy ETFCommodities
58
31.11%
1.19BOct 2014TRIO vs COMT
MRP SynthEquity ETFEquity Hedged
49
7.02%
147.91MMar 2025TRIO vs SNTH
Alternative Access First Priority CLO Bond ETFCLO
91
2.38%
45.06MSep 2020TRIO vs AAA
Invesco DB Energy FundOil & Gas
72
78.87%
99.84MJan 2007TRIO vs DBE
Invesco DB Oil FundOil & Gas
58
76.48%
257.23MJan 2007TRIO vs DBO
iShares iBonds Oct 2026 Term TIPS ETFInflation-Protected Bonds
98
2.69%
76.82MSep 2023TRIO vs IBIC
WisdomTree Interest Rate Hedged U.S. Aggregate Bon...Nontraditional Bonds
91
2.83%
131.15MDec 2013TRIO vs AGZD
Cambria Value and Momentum ETFMomentum, Equity Hedged
82
7.53%
108.69MSep 2015TRIO vs VAMO
DoubleLine Commodity Strategy ETFCommodities
63
27.72%
38.09MJan 2024TRIO vs DCMT
TCW AAA CLO ETFCLO
99
3.02%
515.18MNov 2024TRIO vs ACLO

Compare TRIO with Any Fund or Stock

Compare TRIO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair TRIO with funds that move differently

MC Trio Equity Buffered ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRIO.

Explore TRIO Diversifiers