HEDGEquable Shares Hedged Equity ETF
Seeks income, risk mitigation and long-term capital appreciation.
By Equable Shares · Launched 2019
Annual Cost
0.96%
#5,141 of 6,040 · expensive
Fund Size
$449M
#1,747 of 6,040 · large
Return (1Y)
N/A
Track Record
7 years
#1,897 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,980+9.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 8 holdings = 99.9% of funddiversified through underlying funds
iShares Core S&P 500 ETF
53.4%
State Street SPDR S&P 500 ETF
45.1%
U.S. Bank Money Market Deposit AccountUSBFS04
11.4%
Clearshares Ultra-Short Maturi
0.5%
N/ASPY 6 P640
0.1%
N/ASPY 6 P595
-0.1%
N/ASPY 6 C650
-4.8%
N/AIVV 6 C650
-5.8%
Asset allocation
Stocks
90.3%
Cash
10.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks income, risk mitigation and long-term capital appreciation.
- Strategy
- Participates in the broad market through investments in equity securities of U.S. large capitalization issuers based on the S&P 500 Index while hedging market exposure by writing call options and employing a put spread strategy to mitigate downside risk.
- Inception date
- May 31, 2019
- Fund family
- Equable Shares
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18