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THEQT. Rowe Price Hedged Equity ETF

Diversifier1y track recordRanked #142 of 281 in this goal

Seeks long-term capital growth.

By T. Rowe Price · Launched 2025

Annual Cost

0.46%

#2,438 of 6,040 · average

Fund Size

$39M

#3,997 of 6,040 · mid-size

Return (1Y)

+9.9%

Track Record

1 year

#4,206 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,994+9.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Long short

Holdings

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
81.9%
Bonds
11.5%
Other
4.9%
Cash
1.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.4%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

Next steps

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Data updated on 2026-09-18