Hedged Equity ETFs

31 US-listed ETFs in the Hedged Equity category, from 24 issuers, with $15.3B in assets. The largest is JPMorgan Hedged Equity Laddered Overlay ETF (HELO) at $4.9B. The cheapest with at least $50M in assets is PHEQ at 0.29%. The median fund charges 0.63%.

Funds
31
24 issuers
Assets
$15.3B
Median fee
0.63%
0.25% to 1.89%
Median 1-year return
+8.9%
price return
Net flows, May 2026
+$164M
from SEC filings
Best 1-year return
+18.6%
DBAW, $50M+ in assets

Net flows by month

through Jul 2026SEC filings

Net creations across these funds as reported in SEC filings. The most recent months only include funds that have filed for them; funds whose filing covers other share classes are left out.

View as a table
Net flows of Hedged Equity ETFs by month, Aug 2023 to Jul 2026
MonthCreationsRedemptionsNet flowFunds reporting
Jul 2026$749M$58M+$691M13 partial
Jun 2026$261M$344M−$84M21 partial
May 2026$342M$178M+$164M26
Apr 2026$293M$150M+$143M26
Mar 2026$305M$206M+$99M25
Feb 2026$252M$121M+$131M25
Jan 2026$483M$183M+$300M24
Dec 2025$478M$152M+$326M25
Nov 2025$303M$176M+$128M25
Oct 2025$568M$55M+$514M24
Sep 2025$220M$231M−$12M23
Aug 2025$377M$269M+$109M23
Jul 2025$405M$446M−$41M22
Jun 2025$237M$251M−$14M22
May 2025$414M$169M+$244M22
Apr 2025$790M$353M+$437M22
Mar 2025$406M$199M+$208M21
Feb 2025$483M$88M+$396M21
Jan 2025$551M$169M+$382M20
Dec 2024$498M$95M+$403M19
Nov 2024$406M$147M+$259M19
Oct 2024$391M$61M+$331M18
Sep 2024$355M$67M+$288M18
Aug 2024$483M$56M+$428M17
Jul 2024$409M$75M+$334M17
Jun 2024$281M$124M+$158M16
May 2024$829M$71M+$758M16
Apr 2024$349M$251M+$98M16
Mar 2024$269M$53M+$216M15
Feb 2024$322M$62M+$260M15
Jan 2024$133M$58M+$75M15
Dec 2023$153M$80M+$73M15
Nov 2023$177M$59M+$118M15
Oct 2023$105M$49M+$56M14
Sep 2023$117M$44M+$72M13
Aug 2023$35M$58M−$22M13

All Hedged Equity ETFs

# Fund Issuer Fee Assets YTD 1Y Yield 3M flow Score Holdings as of
1 HELOJPMorgan Hedged Equity Laddered Overlay ETFHedgedActive JPMorgan 0.50% $4.9B +5.3% +7.5% 0.56% +$549M 82 Jul 31, 2026 SEC
2 ACIOAptus Collared Investment Opportunity ETFHedgedActive Aptus 0.79% $2.4B +9.0% +8.8% 0.38% +$37M 61 Jul 31, 2026 SEC
3 SFLRInnovator Equity Managed Floor ETFHedged Innovator — $2.3B +7.9% +9.5% — — 75 —
4 FHEQFidelity Hedged Equity ETFHedgedActive Fidelity 0.48% $1.0B +10.2% +10.7% 0.58% +$62M 73 Jul 31, 2026 SEC
5 HEGDSwan Hedged Equity US Large Cap ETFHedgedActive Swan 0.87% $749M +8.1% +8.4% 0.33% +$33M 29 May 31, 2026 SEC
6 SIXHETC 6 Meridian Hedged Equity Index Option ETFHedgedActive Exchange Traded Concepts 0.69% $604M +12.2% +15.3% 1.77% +$7.2M 57 May 31, 2026 SEC
7 QFLRInnovator Nasdaq-100 Managed Floor ETFHedgedActive Innovator — $531M +6.8% +8.5% — +$23M 51 Jul 31, 2026 SEC
8 HEDGEquable Shares Hedged Equity ETFHedgedActive Equable 0.96% $427M +5.4% — 2.76% +$22M 22 Jul 31, 2026 SEC
9 QQQHNEOS Nasdaq-100 Hedged Equity Income ETFHedgedActive NEOS 0.68% $410M +3.1% +1.9% 8.77% +$14M 61 Jun 30, 2026 SEC
10 DBAWXtrackers MSCI All World ex US Hedged Equity ETFHedged Xtrackers 0.40% $328M +16.2% +18.6% 1.69% +$9.0M 73 May 29, 2026 SEC
11 HEQTSimplify Hedged Equity ETFHedgedActive Simplify 0.43% $325M +8.6% +11.0% 1.15% −$16M 56 Jun 30, 2026 SEC
12 SCEPSterling Capital Hedged Equity Premium Income ETFHedged Sterling 0.65% $235M +1.5% — 5.53% +$8.0M 54 Jun 30, 2026 SEC
13 SHDGSoundwatch Hedged Equity ETFHedgedActive Soundwatch 0.91% $159M +5.1% +6.5% 0.47% −$5.7M 11 Jul 31, 2026 SEC
14 PHEQParametric Hedged Equity ETFHedged Eaton Vance 0.29% $158M +10.0% +11.7% 0.81% +$8.5M 65 Jun 30, 2026 SEC
15 KSPYKraneShares Hedgeye Hedged Equity Index ETFHedged KraneShares 0.88% $123M +10.8% +6.7% 5.84% +$21M 21 Jun 30, 2026 SEC
16 RFLRInnovator U.S. Small Cap Managed Floor ETFHedged Innovator — $95M +11.0% +12.2% — — 24 —
17 IFLRInnovator International Developed Managed Floor ETFHedged Innovator 0.89% $91M +4.1% — 1.14% +$26M 35 Jul 31, 2026 SEC
18 JHDGJohn Hancock Hedged Equity ETFHedged John Hancock 0.39% $90M — — 0.17% +$84M 56 Jun 30, 2026 SEC
19 DBEZXtrackers MSCI Eurozone Hedged Equity ETFHedged Xtrackers 0.45% $73M +10.8% +12.8% 1.29% −$2.6M 60 May 29, 2026 SEC
20 GTRWisdomTree Target Range FundHedgedActive WisdomTree 0.70% $73M +9.0% +5.5% 5.28% +$1.2M 30 May 31, 2026 SEC
21 PHDGInvesco S&P 500 Downside Hedged ETFHedgedActive Invesco 0.39% $63M +11.9% +11.2% 1.40% −$1.8M 53 Oct 8, 2026 issuer
22 CBLSClough Hedged Equity ETFHedgedActive Clough 1.89% $58M +15.9% +9.4% 0.78% +$5.2M 19 Jul 31, 2026 SEC
23 THEQT. Rowe Price Hedged Equity ETFHedgedActive T. Rowe Price 0.46% $37M +9.5% +9.1% 0.72% +$265K 37 Jun 30, 2026 SEC
24 SPYHNEOS S&P 500 Hedged Equity Income ETFHedgedActive NEOS 0.68% $32M +3.4% +3.6% 7.60% +$5.0M 51 Jun 30, 2026 SEC
25 HEQQJPMorgan Nasdaq Hedged Equity Laddered Overlay ETFHedgedActive JPMorgan 0.50% $30M +7.6% +9.1% 0.16% −$1.5M 42 Jul 31, 2026 SEC
26 PWSPacer WealthShield ETFHedged Pacer 0.60% $24M +0.6% −0.7% 2.09% −$6.4M 46 Jul 31, 2026 SEC
27 XCLRGlobal X S&P 500 Collar 95-110 ETFHedged Global X 0.25% $4.2M +4.7% −6.0% 12.50% +$276K 35 Oct 9, 2026 issuer
28 QCLRGlobal X NASDAQ 100 Collar 95-110 ETFHedged Global X 0.25% $4.0M −0.0% −12.8% 14.91% −$574K 35 Oct 9, 2026 issuer
29 CHDGCalamos Active Hedged Equity ETFHedgedActive Calamos 0.66% — — — — — 43 —
30 HAWGHCM Hedged Equity ETFHedged HCM — — — — — — — —
31 ONEHTrueShares Equity Hedge ETFHedged TrueShares — — — — — — — —

Sorted by assets; click a column to re-sort. 3M flow is each fund's latest three reported months. Returns are price returns and exclude distributions.

Other Defined Outcome categories

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.