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| Side by side | HEQT |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.53% |
| Cost per year on $10k | $53 |
| Trailing 12-mo yield | 1.15% |
| Income per year on $10k | $115 |
| YTD | +9.1% |
| 1 year | +10.2% |
| 3 years · per year | +15.4% |
| 5 years · per year | +9.1% |
| Worst drop · 1Y | −5.1% |
| Volatility · 1Y | 7.3% |
| Holdings | 11 |
| Assets | $312M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.