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ZHDG
+0.49 · +2.20%
$22.65 · NYSE ARCA
AUM:$34.4M
#– of – in Derivative Income ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 13.1% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.97% — above average for this category.What is ZHDG?
The fund invests in a combination of options, as well as fixed income securities, or other income producing securities, including preferred shares, through ETFs or other investment companies or through direct investments. The sub-adviser seeks to achieve exposure to the performance of the U.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Positive 1-Year Return
ZHDG returned 13.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.97% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 1.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$34.4M
Expense Ratio0.97%
Dividend Yield2.55%
Holdings1
Inception DateJul 2021
Domicile–
Distribution–
Index–
ProviderZEGA Investments LLC
Beta0.80
CategoryDerivative Income
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified