PHEQ Among Hedged Equity ETFs
End-of-day Nov 12, 2026 · 29 Hedged equity ETFs by YTD
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Eaton VanceDefined OutcomeHedged Equity#105 of 318 by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.1% | +1.8% | −0.8% | +0.6% | +8.9% | +9.6% | +47.9% | — | +50.1% |
| Peer average | −0.2% | +2.2% | −1.3% | −2.2% | +5.9% | +6.0% | +50.2% | +50.5% | — |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$80 of every $1,000 in PHEQ is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple | Technology | 8.03% | $803.21 | 34K | $12.1M |
| 2 | NVDANvidia | Technology | 6.33% | $632.87 | 55K | $9.5M |
| 3 | MSFTMicrosoft | Technology | 6.05% | $605.40 | 17K | $9.1M |
| 4 | AMZNAmazon | Consumer Cyclical | 4.17% | $416.81 | 24K | $6.3M |
| 5 | GOOGLAlphabet | Communication Services | 2.75% | $274.67 | 14K | $4.1M |
| 6 | AVGOBroadcom | Technology | 2.50% | $250.29 | 11K | $3.8M |
| 7 | GOOGAlphabet | Communication Services | 2.31% | $231.41 | 12K | $3.5M |
| 8 | LLYELI Lilly AND Company | Healthcare | 2.17% | $216.78 | 2,264 | $3.3M |
| 9 | METAMETA Platforms | Communication Services | 2.10% | $209.61 | 5,004 | $3.1M |
| 10 | TSLATesla | Consumer Cyclical | 1.94% | $193.80 | 7,443 | $2.9M |
| 11 | JPMJpmorgan Chase | Financial Services | 1.75% | $174.50 | 7,628 | $2.6M |
| 12 | —Msilf Government | — | 1.55% | $155.23 | 2.3M | $2.3M |
| 13 | BRK-BBerkshire Hathaway | Financial Services | 1.54% | $153.74 | 3,923 | $2.3M |
| 14 | JNJJohnson & Johnson | Healthcare | 1.53% | $152.81 | 8,180 | $2.3M |
| 15 | XOMExxonmobil | Energy | 1.50% | $150.29 | 14K | $2.3M |
of the $14.7B in 31 Hedged equity ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple | 8.03% |
| 2 | NVDA | Nvidia | 6.33% |
| 3 | MSFT | Microsoft | 6.05% |
| 4 | AMZN | Amazon | 4.17% |
| 5 | GOOGL | Alphabet - - | 2.75% |
| 6 | AVGO | Broadcom | 2.50% |
| 7 | GOOG | Alphabet - - | 2.31% |
| 8 | LLY | ELI Lilly AND Company | 2.17% |
| 9 | META | META Platforms | 2.10% |
| 10 | TSLA | Tesla | 1.94% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 21, 2026 | Sep 25, 2026 | $0.0486 |
| Jun 22, 2026 | Jun 26, 2026 | $0.0471 |
| Mar 23, 2026 | Mar 27, 2026 | $0.0289 |
| Dec 23, 2025 | Dec 30, 2025 | $0.17 |
| Sep 22, 2025 | Sep 26, 2025 | $0.0834 |
| Jun 23, 2025 | Jun 27, 2025 | $0.0754 |
| Mar 24, 2025 | Mar 28, 2025 | $0.0641 |
| Dec 23, 2024 | Dec 27, 2024 | $0.20 |
| Sep 23, 2024 | Sep 27, 2024 | $0.0719 |
| Jun 24, 2024 | Jun 28, 2024 | $0.0905 |
| Mar 18, 2024 | Mar 22, 2024 | $0.0492 |
| Dec 18, 2023 | Dec 22, 2023 | $0.45 |