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DDXX vs HEQT

Defined Duration 20 ETF vs Simplify Hedged Equity ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

DDXX is an equity ETF, while HEQT is an alternative ETF. DDXX charges 0.25% a year and HEQT 0.43%.

  • DDXX is an equity fund, while HEQT is an alternative fund. They carry different risk/return profiles.
  • DDXX follows a active selection strategy; HEQT uses long short.
  • DDXX costs 0.18% less per year.
  • HEQT is much larger than DDXX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DDXXHEQT
Annual cost (TER)0.25%0.43%
Fund size (AUM)$16M$323M
Since20252021
Dividend yield1.19%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1YN/A+13.6%
CAGR 3YN/A+13.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y6.52%
Max drawdown-9.30%-11.51%

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

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