Screener
CBLS vs HEQT
Clough Hedged Equity ETF vs Simplify Hedged Equity ETF
Key differences
Both CBLS and HEQT are alternative ETFs. CBLS charges 1.89% a year and HEQT 0.43%. The main difference: HEQT costs 1.46% less per year.
- HEQT costs 1.46% less per year.
- HEQT is much larger than CBLS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CBLS has delivered higher annualized returns.
Side-by-side comparison
| CBLS | HEQT | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.43% |
| Fund size (AUM) | $55M | $323M |
| Since | 2020 | 2021 |
| Dividend yield | 0.76% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +17.7% | +13.6% |
| CAGR 3Y | +18.2% | +13.2% |
| CAGR 5Y | +4.6% | N/A |
| Sharpe 3Y | 0.97 | 1.16 |
| Volatility 1Y | 16.06% | 6.52% |
| Max drawdown | -32.78% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.