ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries

Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.

Zacks Investment Research • Mar 19, 2025

The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT

CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.

Zacks Investment Research • Mar 6, 2025

Low-Beta ETFs to Hedge Against Trade War Risks

Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.

Zacks Investment Research • Mar 5, 2025

PHDG: Not A Bad Time To Consider For A Possible Extreme

Invesco S&P 500® Downside Hedged ETF uses a quantitative, rules-based approach to track the S&P 500 Dynamic VEQTOR Index, offering exposure to equities and a hedge against volatility. The PHDG fund's strategy involves shifting allocations between equity, volatility, and cash, making it defensive and adaptable to market changes. PHDG stands out from other low-volatility ETFs due to its VIX futures positioning, providing a unique hedge during market turbulence.

Seeking Alpha • Sep 17, 2024

PHDG: Better Alternatives Exist For Hedged S&P 500 Returns

Invesco S&P 500 Downside Hedged ETF aims to achieve positive total returns in both rising and falling markets through a three-sleeve approach. PHDG's performance has been disappointing compared to peers like PJUL and HEQT, which employ systematic collar strategies and consistently invest in the S&P 500. Retail investors seeking S&P 500 exposure with less volatility may be better served by funds like PJUL or HEQT rather than PHDG.

Seeking Alpha • Aug 20, 2024

Low-Beta ETFs to Buy Amid Market Turmoil

Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.

Zacks Investment Research • Aug 8, 2024

5 ETFs to Bet On Amid Tech-Driven Market Sell-Off

Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

Zacks Investment Research • Jul 26, 2024

Hedge Market Volatility With These ETFs

Market volatility has returned this year on fading bets over interest rate cuts, with the CBOE Volatility Index, also known as fear gauge, rising to a two-month high.

Zacks Investment Research • Jan 18, 2024

Low-Beta ETFs in Focus as Stock Volatility Rises

For investors seeking exposure to alternative sources of income rather than equity and bonds, an allocation to low-beta ETFs could be the safest, for as long as the uncertainty lingers.

Zacks Investment Research • Aug 7, 2023

Is the Stocks' Bull Run Coming to an End? ETFs to Gain

While the stock market has defied expectations in 2023 and reached new heights, there are valid reasons to approach the current situation with caution. The excitement for AI, the concentration of stocks in a few firms and still-present inflationary pressure indicate potential bubbles.

Zacks Investment Research • Aug 7, 2023