Morningstar

Equable Shares Hedged Equity ETF HEDG

Morningstar Medalist Rating
Medalist Rating as of | See Equable Shares Investment Hub

Morningstar’s Analysis HEDG

Will HEDG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HEDG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEDG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HEDG’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Equable Shares Hedged Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HEDG

More HEDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

73.85 324M
—

State Street® SPDR® S&P 500® ETF

26.25 115M
—

U.S. Bank Money Market Deposit Account

3.63 16M
Cash and Equivalents

Cash Offset

3.25 14M
—

SPY US 09/30/26 P725

0.48 2M
—

ClearShares Ultra-Short Maturity ETF

0.46 2M
—

OTHER ASSETS AND LIABILITIES

0.06 283,845
—

BNY Dreyfus Govt Cash Mgmt Instl

0.00 1
Cash and Equivalents

US DOLLARS

−0.00 −9,111
Cash and Equivalents

SPY US 09/30/26 P680

−0.20 −885,174
—

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