ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Direct Indexing
    • Disruptive Technology
    • Energy Infrastructure
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Financial Literacy
    • Fixed Income
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Multifactor
    • Night Effect
    • Portfolio Strategies
    • Responsible Investing
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. ZEGA Launches Buy and Hedge ETF, ZHDG
News
Share

ZEGA Launches Buy and Hedge ETF, ZHDG

Aaron NeuwirthJul 07, 2021
2021-07-07

On Wednesday, ZEGA Financial, a registered investment adviser and investment manager known for helping investors successfully navigate volatile and uncertain markets through innovative hedging strategies, announced the launch of the ZEGA Buy and Hedge ETF (ZHDG).

The ETF is designed to provide broad U.S. equity large cap market exposure while seeking to limit downside risk in the event of a material market correction. ZHDG seeks to capture upside market movement to provide long-term capital appreciation while aiming to limit equity losses in any 12-month period.

“Investors want to benefit from the market’s upside but fear severe market downturns. Bonds are becoming less and less of a solution for risk mitigation with rates near all-time lows and inflation on the rise,” said Jay Pestrichelli, Co-Founder and CEO, ZEGA Financial, and co-author of the book “Buy and Hedge, the Five Iron Rules for Investing Over the Long Term.”

“The ZEGA Buy and Hedge ETF is a progressive core holding for investors seeking equity growth while aiming to mitigate the overall market downside. It functions like a traditional 60/40 portfolio without losing potentially critical periods of market participation,” said Pestrichelli.

Getting a Zeg Up on Opportunity

The ZHDG portfolio invests in index-based equity options and yield-producing assets. The portion of the portfolio invested in equity options provides long-term exposure to the equity markets, seeking upside potential while mitigating downside risk. The portion of the portfolio invested for income seeks cash generation to help purchase the equity options.

ZHDG aims to limit equity losses to 8-10% in any 12-month period. The total portfolio may still experience losses in excess of the 8-10% target range over a 12-month period. The underlying yield-bearing investments may experience losses, but ZHDG seeks to limit those losses to 10% through its investments in purchased put options.

The ZEGA team has a 10-year buy and hedge strategy track record with expertise in using options to shape the risk-reward profiles of its strategies.

ZEGA Financial partnered with the team at Tidal ETF Services to bring ZHDG to market.

For more information, visit zegaetfs.com/.

This article originally appeared on ETFTrends.com


Content continues below advertisement

» Popular Pages

  • Tickers
  • Articles

Jun 07

Buy on the Dip Prospects: June 7 Edition

Jun 07

Single-Stock ETF Angle Could Attract Investor Interest

Jun 07

Market Wrap Recap - Investors Were Able to Take a Sigh of Relief

Jun 07

Top 5 ETFs for Investing in Artificial Intelligence

Jun 07

Declining Metal Prices Create Window of Opportunities

Jun 07

Direct Indexing Counters Greenwashing

Jun 07

Cryptocurrencies: Bitcoin Ends May Down 7.0%

Jun 07

VettaFi Viewpoints: Dave Nadig Talks Wellness With Dr. Pearlman

Jun 07

Goldman Sachs' New MarketBeta Total International Equity ETF

Jun 07

Gundlach: Buy Bonds, Not Stocks

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

VGT

Vanguard Information...

JEPI

JPMorgan Equity Premium...

IYW

iShares U.S. Technology ETF

XLK

Technology Select Sector SPDR...

VUG

Vanguard Growth ETF

SMH

VanEck Semiconductor ETF

SCHD

Schwab US Dividend Equity ETF...


Content continues below advertisement

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X