HEDGvsIVVWETF Comparison
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Equable Shares Hedged Equity ETF (HEDG) and iShares S&P 500 BuyWrite ETF (IVVW) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. HEDG is more expensive with a Total Expense Ratio (TER) of 0.96%, versus 0.25% for IVVW. HEDG is up 2.98% year-to-date (YTD) with +$72M in YTD flows. IVVW performs better with 4.84% YTD performance, and +$118M in YTD flows. Run a side-by-side ETF comparison of HEDG and IVVW below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEDG vs IVVW performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEDG IVVW | -0.19%-0.22% | +0.55%+2.35% | +2.98%+4.84% | n/a+14.73% | n/an/a | n/an/a |
| Flows | HEDG IVVW | +$5M+$14M | +$21M+$62M | +$72M+$118M | -+$152M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEDG IVVW | +4.05%+9.41% | n/a+8.69% | n/an/a | n/an/a |
| Max drawdown | HEDG IVVW | -1.18%-2.76% | n/a-5.83% | n/an/a | n/an/a |
| Max drawdown duration | HEDG IVVW | 14d8d | n/a50d | n/an/a | n/an/a |
Trading data
HEDG | IVVW | |
Last sale 7/30/2026 at 2:58 PM | $30.02 | $44.12 |
| Previous close 07/29/2026 | $29.88 | $43.78 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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HEDG
is actively managed and doesn’t replicate an indexHEDG | IVVW | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/30/2026 at 2:58 PM
Live
Closed
HEDG | IVVW | |
|---|---|---|
| Last price | $30.02 | $44.12 |
| 1D performance | +0.47% | +0.78% |
| AuM | $421.04 M | $322.58 M |
| E/R | 0.96% | 0.25% |
Characteristics
HEDG | IVVW | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Equable Shares | iShares |
| Benchmark | - | Cboe S&P 500 Enhanced 1% OTM BuyWrite Index |
| N° of holdings | 497 | 497 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 13, 2025 | March 14, 2024 |
| ESG | No | No |
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Exposure
Countries
HEDG
USA
94.45%
Other
5.55%
IVVW
USA
98.06%
Other
1.94%
Sectors
HEDG
Technology
44.34%
Finance
12.74%
Consumer Non-Cycl.
8.5%
Healthcare
8.4%
Industrials
7.7%
Other
18.32%
IVVW
Technology
45.94%
Finance
13.2%
Consumer Non-Cycl.
8.8%
Healthcare
8.7%
Industrials
7.98%
Other
15.38%
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Diversification
HEDG
Total weight of top 15 holdings out of 15
41.76%
IVVW
Total weight of top 15 holdings out of 15
43.27%
Top 15 holdings
Data as of June 30, 2026
HEDG
NVIDIA Corp.
7.27%
Apple, Inc.
6.38%
Microsoft Corp.
4.16%
Amazon.com, Inc.
3.50%
Alphabet, Inc.
3.14%
Broadcom Inc.
2.68%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
1.95%
Meta Platforms, Inc.
1.86%
Tesla, Inc.
1.78%
Eli Lilly & Co.
1.42%
Advanced Micro Devices, Inc.
1.42%
Berkshire Hathaway, Inc.
1.38%
JPMorgan Chase & Co.
1.32%
Intel Corp.
0.99%
IVVW
NVIDIA Corp.
7.54%
Apple, Inc.
6.61%
Microsoft Corp.
4.31%
Amazon.com, Inc.
3.63%
Alphabet, Inc.
3.26%
Broadcom Inc.
2.78%
Alphabet, Inc.
2.60%
Micron Technology, Inc.
2.02%
Meta Platforms, Inc.
1.92%
Tesla, Inc.
1.84%
Eli Lilly & Co.
1.48%
Advanced Micro Devices, Inc.
1.47%
Berkshire Hathaway, Inc.
1.43%
JPMorgan Chase & Co.
1.36%
Intel Corp.
1.03%
Frequently asked questions about HEDG and IVVW
How have the HEDG and IVVW ETFs performed in 2026?
As of July 29, 2026, HEDG is up 2.98% year-to-date (YTD), while IVVW has returned 4.84%. That puts IVVW better performer ahead so far this year.
Which ETF is attracting more investor money: HEDG or IVVW?
Year-to-date, the HEDG ETF saw +$72M in flows, compared to +$118M for IVVW.
Which ETF is bigger: HEDG or IVVW?
As of July 29, 2026, HEDG holds $421.04 M in assets under management (AUM), while IVVW manages $322.58 M.
What sectors do the HEDG and IVVW ETFs invest in?
HEDG leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, IVVW focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HEDG ETF and IVVW ETF?
HEDG top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. IVVW holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: HEDG or IVVW?
HEDG holds 505 securities with 41.76% of its assets in the top 15. IVVW has 504 securities and a top 15 weight of 43.27%.
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Latest news about HEDG & IVVW
Equable Shares Converts Flagship Fund into the Equable Shares Hedged Equity ETF (HEDG)
November 24, 2025
HEDG
Ask the Manager: Ron Santella on How Hedged Equity Fits Into a Diversified Portfolio
November 14, 2025
HEDG
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