HEDGEquable Shares Hedged Equity ETF
Seeks income, risk mitigation and long-term capital appreciation.
By Equable Shares · Launched 2019
Annual Cost
0.96%
#4,996 of 5,861 · expensive
Fund Size
$415M
#1,754 of 5,861 · large
Dividend YieldGoal
2.11%
Track Record
7 years
#1,884 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,758+7.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 8 holdings = 99.9% of fund✓ diversified 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
88.1%
Cash
12.1%
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
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Data updated on 2026-08-04