ZHDG

ZEGA$22.64+0.01 (+0.03%)
AUM $33.2MER 0.97%NAV $23.08Holdings

Price Chart

Key Statistics

Previous Close

$22.63

Day Range

$22.64$22.64

52-Week Range

$19.43$23.35

Avg Volume

7.0K

Dividend Yield

2.62%

Expense Ratio

0.97%

AUM

$33.2M

Shares Outstanding

1.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.08%
Financial Services12.26%
Communication Services10.73%
Consumer Cyclical10.11%
Healthcare9.84%
Industrials8.66%
Consumer Defensive5.43%
Energy3.48%
Utilities2.49%
Real Estate1.98%
Basic Materials1.93%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States99.49%
Switzerland0.26%
Netherlands0.11%
Singapore0.06%
Ireland0.04%
United Kingdom0.04%

Fund Information

Issuer
ZEGA
Category
Technology
Inception Date
Jul 7, 2021
Exchange
NYSE_ARCA
Description
The fund invests in a combination of options, as well as fixed income securities, or other income producing securities, including preferred shares, through ETFs or other investment companies or through direct investments. The sub-adviser seeks to achieve exposure to the performance of the U.S. large capitalization equity market, generally recognized as the S&P 500 Index, through call index options, call options on the SPDR S&P 500 ETF Trust or other ETFs that track the S&P 500, and FLexible EXchange Options. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Zega Buy & Hedge ETF (ZHDG) is an exchange-traded fund issued by ZEGA that launched on Jul 7, 2021. It currently manages $33.2M in assets under management. The fund charges an expense ratio of 0.97%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.03%
1W
+0.73%
1M
+8.60%
3M
-0.70%
6M
-2.98%
YTD
+0.76%
1Y
+16.53%
3Y
+36.44%
5Y
+12.97%

Moving Averages

20-Day MA

$21.81

Above 20-Day MA
50-Day MA

$21.99

Above 50-Day MA
200-Day MA

$22.27

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$23.35

Current Price

$22.64

52-Week Low

$19.43

$19.43$23.35

Current Yield

2.62%

Annual Dividend

$1.9416

Frequency

1x/year

Last Ex-Date

Dec 24, 2025

Dividend History

Ex-DateAmountPay Date
Dec 24, 2025$0.5805Dec 26, 2025
Dec 24, 2024$0.5258Dec 27, 2024
Dec 22, 2023$0.2687Dec 28, 2023
Dec 23, 2022$0.5667Dec 28, 2022
Dec 22, 2021$0.2800Dec 28, 2021

Dividend Payments Over Time

Category Comparison

MetricZHDGTechnology(1414 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.97%0.67%0.72%
AUM$33.2M$6.79B$1.48B
Dividend Yield2.62%2.97%11.21%
Avg Volume7.0K575.4K219.1K
Holdings200161
Performance
1-Month Return+4.98%+9.17%+2.23%
6-Month Return-0.24%+7.10%-2.79%
YTD Return+0.02%+7.03%-0.93%
1-Year Return+17.46%+40.63%+4.59%

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