HEDG vs XJUN
Equable Shares Hedged Equity ETF vs FT Vest US Equity Enhance & Moderate Buffer ETF - June
Which is better, HEDG or XJUN?
HEDG has been ahead.
XJUN has a lower expense ratio. HEDG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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
| Metric | HEDG | XJUN |
|---|---|---|
| Expense Ratio | 0.96% | 0.85%Best |
| AUM | $465M | $138M |
| Dividend Yield | 2.78% | 0.00% |
| Holdings | 10 | 12 |
| YTD Return | +6.78%Best | +5.99% |
| 1Y Return | +10.34%Best | +8.09% |
| 3Y Return (annualized) | - | +10.75% |
| 5Y Return (annualized) | - | +8.71% |
| Volatility (annualized) | 3.6% | 2.7%Best |
| Max Drawdown | -3.9% | -2.0%Best |
| $10,000 over 1 years | $11,015Best | $10,791 |
| Fund Family | Equable Shares | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Oct 13, 2025 | Jul 12, 2021 |
Not shown on this pair: 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 XJUN 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.
HEDG vs XJUN Performance
Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and FT Vest US Equity Enhance & Moderate Buffer ETF - June (XJUN) is an ETF from First Trust Portfolios (US). Over the past year HEDG returned +10.34% while XJUN returned +8.09%. Year to date, HEDG is up 6.78% versus a gain of 5.99% for XJUN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HEDG has been the more volatile fund, with annualized monthly volatility of 3.6% compared with 2.7% for XJUN. 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 -2.0% for XJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HEDG charges 0.96% per year while XJUN 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 XJUN.
You are not choosing between two funds in isolation.
Whichever of HEDG and XJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEDG or XJUN?
HEDG has an expense ratio of 0.96% while XJUN charges 0.85%. XJUN is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, HEDG or XJUN?
Over the past year HEDG returned +10.34% vs +8.09% for XJUN, so HEDG leads on 1-year performance. Over the longest common window we track (1 years), HEDG annualized +10.15% vs +7.91% for XJUN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEDG or XJUN?
HEDG has been the more volatile fund at 3.6% annualized versus 2.7% for XJUN. Worst drawdown: HEDG -3.9% vs XJUN -2.0%.
Should I hold both HEDG and XJUN?
HEDG and XJUN have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, HEDG or XJUN?
HEDG yields 2.78% while XJUN yields 0.00%, so HEDG currently pays the higher dividend yield.
Is XJUN better than HEDG?
XJUN has a lower expense ratio. HEDG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.