HEDG — Equable Shares Hedged Equity ETF
Equable Shares Hedged Equity ETF (HEDG)
HEDG pays a 1.94% distribution rate, quarterly, on a 0.96% expense ratio. Its Distribution Safety Score™ is 50 (Caution). Total return is 8.9% over the past 0.8 years, 9.2 points behind SPY at 18.1%. Its deepest 1-year drawdown was 3.9%.
Equable Shares Hedged Equity ETF is an equity fund that invests at least 80% of its assets in stocks from the S&P 500 Index while reducing market exposure through a covered call strategy—selling call options on the same securities to generate additional income. The fund distributes quarterly income at a modest current distribution rate, with an expense ratio of 0.96%. This approach may appeal to income-focused investors seeking equity exposure with downside cushioning, though the call-writing strategy caps upside potential in rising markets.
HEDG key facts
- Distribution Safety Score™
- 50 · Caution
- Issuer
- Equable Shares
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 05/31/2019
- Expense ratio
- 0.96%
- Distribution rate
- 1.94%
- Distribution frequency
- Quarterly
- Trailing yield
- 2.28%
- Last close
- $30.65
- AUM
- $436,499,778
- Average volume
- 19900.0
- Last dividend
- $0.1490
- Ex-dividend date
- 06/25/2026
- Payment date
- 06/26/2026
- Beta
- 0.29
- P/E ratio
- 25.5547
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