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THEQT. Rowe Price Hedged Equity ETF

Diversifier1y track recordRanked #135 of 266 in this goal

Seeks long-term capital growth.

By T. Rowe Price · Launched 2025

Annual Cost

0.46%

#2,346 of 5,861 · average

Fund Size

$37M

#3,956 of 5,861 · small

Return (1Y)Goal

+11.6%

Track Record

1 year

#4,189 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,182+11.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Long short

What it actually holds

By weight

Concentration

Top 10 holdings = 90.1% of fundconcentrated

TRP US EQUITY RESEARCH ETF
79.0%
T. Rowe Price Government Reserve Fund
7.3%
GRS - SECURITY LENDING COLLATERAL
1.7%
N/AESM26
0.4%
EXXON MOBIL CORP
0.3%
MOTOROLA SOLUTIONS INC
0.3%
T-MOBILE US INC
0.3%
CENCORA INC
0.3%
CHUBB LTD
0.3%
MCKESSON CORP
0.3%

Asset allocation

Stocks
78.7%
Bonds
13.1%
Other
6.6%
Cash
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.3%Low

Year-on-year price swings

Max drawdown
-8.1%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 long-term capital growth.
Strategy
Invests primarily in equities, focusing on common stocks of large-cap U.S. companies. Combines a long equity strategy with a derivatives hedging strategy to reduce volatility and protect against market downturns.
Inception date
March 26, 2025
Fund family
T. Rowe Price

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Data updated on 2026-08-04