HEDG vs FTHI

AHEDG

BFTHI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · FTHI $15,930

Lowest cost0.06%SCHD · $6 on $10k

Most income9.08%FTHI · $908 on $10k

Smallest drop−3.8%HEDG · worst fall in 1Y

Held in common0.0%HEDG and FTHI

Equable Shares Hedged Equity ETF · $467MFirst Trust BuyWrite Income ETF · $2.6B

[…]3 years · per year[…] · $14,759+13.9%

[…]5 years · per year[…] · $15,930+9.8%

0.96%Expense ratio$96 · $75 on $10k · lower wins0.75%

2.75%12-mo yield$275 · $908 on $10k9.08%

Cards for this view

HEDG

Equable Shares Hedged Equity

[…]

FTHI

First Trust BuyWrite Income

$15,930

MeasureHEDGFTHI

Fee0.96%0.75%

Cost on $10k a year$96$75

Yield2.75%9.08%

5 years, per year[…]+9.8%

3 years, per year[…]+13.9%

Worst drop · 1Y−3.8%−5.5%

Volatility · 1Y6.3%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.08%	+1.2%	+6.2%	+7.1%	+13.9%	+9.8%	−5.5%	$2.6B
3	AHEDG	Equable Shares Hedged Equity ETFRead Desk	0.96%	2.75%	+0.8%	+7.4%	+9.4%	new	new	−3.8%	$467M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.08%	+1.2%	+6.2%	+7.1%	+13.9%	+9.8%	−5.5%	$2.6B
3	AHEDG	Equable Shares Hedged Equity ETFRead Desk	0.96%	2.75%	+0.8%	+7.4%	+9.4%	new	new	−3.8%	$467M

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