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| Side by side | HEGD |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.88% |
| Cost per year on $10k | $88 |
| Trailing 12-mo yield | 0.34% |
| Income per year on $10k | $34 |
| YTD | +6.9% |
| 1 year | +6.0% |
| 3 years · per year | +14.7% |
| 5 years · per year | +7.9% |
| Worst drop · 1Y | −4.4% |
| Volatility · 1Y | 7.9% |
| Holdings | 0 |
| Assets | $743M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.