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WTLS vs HEDG

Wisdomtree Efficient Long/Short US Equity Fund vs Equable Shares Hedged Equity ETF

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

Both WTLS and HEDG are alternative ETFs. WTLS charges 0.88% a year and HEDG 0.96%. The main difference: WTLS costs 0.08% less per year.

  • WTLS costs 0.08% less per year.
  • HEDG is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • HEDG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSHEDG
Annual cost (TER)0.88%0.96%
Fund size (AUM)$12M$401M
Since20262019
Dividend yield2.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-8.95%-3.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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