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BUCK vs HEQT

Simplify Treasury Option Income ETF vs Simplify Hedged Equity ETF

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both BUCK and HEQT are alternative ETFs. BUCK charges 0.35% a year and HEQT 0.43%. The main difference: BUCK follows a option income strategy; HEQT uses long short.

  • BUCK follows a option income strategy; HEQT uses long short.
  • BUCK costs 0.08% less per year.
  • Over the last three years, HEQT has delivered higher annualized returns.

Side-by-side comparison

BUCKHEQT
Annual cost (TER)0.35%0.43%
Fund size (AUM)$438M$323M
Since20222021
Dividend yield7.43%1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+7.7%+13.6%
CAGR 3Y+5.3%+13.2%
CAGR 5YN/AN/A
Sharpe 3Y0.461.16
Volatility 1Y3.07%6.52%
Max drawdown-5.43%-11.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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