HEDG vs XVSP

HEDG vs XVSP

Which is better, HEDG or XVSP?

XVSP costs less.

XVSP has a lower expense ratio.

Lower Fees: XVSP

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

MetricHEDGXVSP
Expense Ratio0.96%0.85%Best
AUM$465M$2M
Dividend Yield2.78%0.00%
Holdings1016
YTD Return+6.78%+7.71%Best
1Y Return+10.34%-
Fund FamilyEquable SharesFirst Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 13, 2025Aug 25, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

HEDG vs XVSP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare HEDG against instead:HEDG vs SPYHEDG vs QQQHEDG vs VOOHEDG vs VTIXVSP against:XVSP vs VXUS

HEDG vs XVSP Performance

Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and FT Vest SPCX & Target Income ETF (XVSP) is an ETF from First Trust Portfolios (US). Year to date, HEDG is up 6.78% versus a gain of 7.71% for XVSP.

Past performance does not guarantee future results.

Fees and Cost Over Time

HEDG charges 0.96% per year while XVSP 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 XVSP.

Holdings Overlap

We hold position weights for 10 holdings in HEDG and 1 in XVSP, totalling 104.3% and 49.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 10 positions we hold weights for in HEDG and 1 in XVSP, against full books of 10 and 16.

What only one of them owns

Measured across the 10 and 1 positions we hold weights for.

XVSP holds 1 position HEDG does not, 49.1% of the fund.

Largest: SPCX 49.09%

You are not choosing between two funds in isolation.

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

HEDGXVSP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HEDG or XVSP?

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

Which pays a higher dividend, HEDG or XVSP?

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

Is XVSP better than HEDG?

XVSP has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.