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EMPB vs HEQT

Efficient Market Portfolio Plus ETF vs Simplify Hedged Equity ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 1.78% less per year.
  • HEQT is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB follows a active selection strategy; HEQT uses option income.

Side-by-side comparison

EMPBHEQT
Annual cost (TER)2.21%0.43%
Fund size (AUM)$18M$321M
Since20242021
Dividend yield0.82%1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+21.5%+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y11.41%6.50%
Max drawdown-7.55%-11.51%

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

Similar to EMPB and HEQT