Screener
CDX vs HEQT
Simplify High Yield ETF vs Simplify Hedged Equity ETF
Key differences
- CDX costs 0.18% less per year.
- CDX follows a multi strategy strategy; HEQT uses option income.
- Over the last 3 years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| CDX | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.43% |
| Fund size (AUM) | $440M | $321M |
| Since | 2022 | 2021 |
| Dividend yield | 8.37% | 1.21% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | option income |
| CAGR 1Y | -0.3% | +15.3% |
| CAGR 3Y | +7.8% | +13.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | 1.24 |
| Volatility 1Y | 5.69% | 6.50% |
| Max drawdown | -13.24% | -11.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CDX and HEQT
Explore further