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EHLS vs HEQT

Even Herd Long Short ETF vs Simplify Hedged Equity ETF

EHLS

Even Herd Long Short ETF

Even Herd, LLC

Annual cost

2.62%

Fund size

$61M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 2.19% less per year.
  • HEQT is significantly larger than EHLS — larger funds tend to be more liquid and less likely to close.
  • EHLS follows a long short strategy; HEQT uses option income.

Side-by-side comparison

EHLSHEQT
Annual cost (TER)2.62%0.43%
Fund size (AUM)$61M$321M
Since20242021
Dividend yield0.00%1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortoption income
CAGR 1Y+27.0%+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y18.73%6.50%
Max drawdown-18.96%-11.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EHLS and HEQT