HEDG yields 1.90% · ARCC yields 10.65%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, HEDG + ARCC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HEDG + ARCC for your $10,000?
HEDG is a fund-of-funds, aiming to generate income and mitigate downside risk through a covered call option-writing strategy. The fund invests in equity securities based on the S&P 500 index, using either ETFs or direct stock purchases. It writes covered call options on these securities to earn premiums, which provide partial downside protection while limiting potential gains. Options positions are typically rolled quarterly. To maintain liquidity or meet redemptions, the fund may hold cash, cash equivalents, ETFs, or money-market funds, capped at 20%. Additionally, assets may fully shift to the same short-term instrumetns in response to adverse market conditions. Prior to October 13, 2025, HEDG was a mutual fund called Equable Shares Hedged Equity Fund before converting to an ETF structure, starting with $275.2 million in assets.
Full HEDG Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
Full ARCC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.