ZHDG

Zega Buy & Hedge ETF

$22.89

+0.00%

Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Zega Buy & Hedge ETF seeks to provide capital appreciation with lower volatility than the overall stock market.

Overview

ETF tracking Zega Buy & Hedge ETF

Category Alternative

Issuer Other

Inception Date 2021-07-07

Market Cap $29.8M

Average Volume N/A

Dividend Yield 2.30%

52-Week Range $18.55 - $23.35

VWAP $22.93

Performance

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Investment Summary

📎 Investment Objective

The Zega Buy & Hedge ETF seeks to provide capital appreciation with lower volatility than the overall stock market.

🎯 Investment Strategy

The fund employs a dynamic hedging strategy that aims to participate in equity market upside while limiting downside risk. It invests in a portfolio of stocks and uses options to hedge against market declines.

✨ Key Features

Actively managed strategy that aims to generate positive returns in various market environments
Utilizes options to hedge against market downturns and limit portfolio volatility
Diversified portfolio of stocks across sectors and market capitalizations
Expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The fund's value may fluctuate with changes in the overall stock market
Hedging risk: The hedging strategy may not be effective in protecting the portfolio from losses
Liquidity risk: The fund may have difficulty trading certain securities, especially during periods of market stress
Counterparty risk: The fund is exposed to the creditworthiness of the options counterparties

👤 Best For

The Zega Buy & Hedge ETF may be suitable for investors seeking capital appreciation with lower volatility than the broader stock market. It may be particularly appealing to those with a moderate risk tolerance who want to participate in equity market upside while limiting downside exposure.