HEDG vs UXJL

HEDG vs UXJL

Which is better, HEDG or UXJL?

UXJL has been ahead.

UXJL has a lower expense ratio. UXJL led over 1Y and the full window.

Lower Fees: UXJLHigher Returns: UXJL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHEDGUXJL
Expense Ratio0.96%0.85%Best
AUM$465M$6M
Dividend Yield2.78%0.00%
Holdings108
YTD Return+6.78%+13.31%Best
1Y Return+10.34%+16.73%Best
Volatility (annualized)3.6%Best15.3%
Max Drawdown-3.9%Best-10.3%
$10,000 over 1 years$11,015$11,661Best
Fund FamilyEquable SharesFirst Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 13, 2025Jul 18, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 13, 2025 to Oct 14, 2026 (1 years).

HEDG vs UXJL growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.

Compare HEDG against instead:HEDG vs SPYHEDG vs QQQHEDG vs VOOHEDG vs VTIUXJL against:UXJL vs VXUS

HEDG vs UXJL Performance

Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and FT Vest US Equity Uncapped Accelerator ETF - July (UXJL) is an ETF from First Trust Portfolios (US). Over the past year HEDG returned +10.34% while UXJL returned +16.73%. Year to date, HEDG is up 6.78% versus a gain of 13.31% for UXJL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UXJL has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.6% for HEDG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.9% for HEDG and -10.3% for UXJL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HEDG charges 0.96% per year while UXJL charges 0.85%. On a $10,000 position that is $96 vs $85 annually, a gap of $11 per year that compounds over a long holding period. On income, HEDG currently yields 2.78% against 0.00% for UXJL.

You are not choosing between two funds in isolation.

Whichever of HEDG and UXJL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HEDGUXJL

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Frequently Asked Questions

Which is cheaper, HEDG or UXJL?

HEDG has an expense ratio of 0.96% while UXJL charges 0.85%. UXJL is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, HEDG or UXJL?

Over the past year HEDG returned +10.34% vs +16.73% for UXJL, so UXJL leads on 1-year performance. Over the longest common window we track (1 years), HEDG annualized +10.15% vs +16.61% for UXJL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HEDG or UXJL?

UXJL has been the more volatile fund at 15.3% annualized versus 3.6% for HEDG. Worst drawdown: HEDG -3.9% vs UXJL -10.3%.

Should I hold both HEDG and UXJL?

HEDG and UXJL have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, HEDG or UXJL?

HEDG yields 2.78% while UXJL yields 0.00%, so HEDG currently pays the higher dividend yield.

Is UXJL better than HEDG?

UXJL has a lower expense ratio. UXJL led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.