Screener
EDGI vs HEQT
3EDGE Dynamic International Equity ETF vs Simplify Hedged Equity ETF
Key differences
EDGI is an equity ETF, while HEQT is an alternative ETF. EDGI charges 0.97% a year and HEQT 0.43%.
- EDGI is an equity fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- EDGI follows a active selection strategy; HEQT uses long short.
- EDGI covers global markets excluding the US; HEQT covers North America.
- HEQT costs 0.54% less per year.
- HEQT is much larger than EDGI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EDGI | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.43% |
| Fund size (AUM) | $86M | $323M |
| Since | 2024 | 2021 |
| Dividend yield | 1.79% | 1.19% |
| Asset class | equity | alternative |
| Region | global ex us | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +22.4% | +13.6% |
| CAGR 3Y | N/A | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 15.81% | 6.52% |
| Max drawdown | -14.52% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.