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HELS vs QBUL

Hedgeye 130/30 Equity ETF vs TrueShares Quarterly Bull Hedge

HELS

Hedgeye 130/30 Equity ETF

Annual cost

Fund size

QBUL

TrueShares Quarterly Bull Hedge

TrueShares

Annual cost

0.79%

Fund size

$17M

Key differences

  • HELS follows a tactical allocation strategy; QBUL uses option income.

Side-by-side comparison

HELSQBUL
Annual cost (TER)0.79%
Fund size (AUM)$17M
Since2024
Dividend yield8.86%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1YN/A+5.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.54%
Max drawdown-13.60%-2.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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