Screener
CAOS vs HEQT
Alpha Architect Tail Risk ETF vs Simplify Hedged Equity ETF
Key differences
Both CAOS and HEQT are alternative ETFs. CAOS charges 0.63% a year and HEQT 0.43%. The main difference: CAOS follows a volatility strategy strategy; HEQT uses long short.
- CAOS follows a volatility strategy strategy; HEQT uses long short.
- HEQT costs 0.20% less per year.
- Over the last three years, HEQT has delivered higher annualized returns.
- CAOS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CAOS | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.63% | 0.43% |
| Fund size (AUM) | $669M | $323M |
| Since | 2013 | 2021 |
| Dividend yield | 0.00% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | volatility strategy | long short |
| CAGR 1Y | +1.9% | +13.6% |
| CAGR 3Y | +4.3% | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.19 | 1.16 |
| Volatility 1Y | 1.53% | 6.52% |
| Max drawdown | -3.60% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.