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FBUF vs HEQT

Fidelity Dynamic Buffered Equity ETF vs Simplify Hedged Equity ETF

FBUF

Fidelity Dynamic Buffered Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$19M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT is significantly larger than FBUF — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FBUFHEQT
Annual cost (TER)0.48%0.43%
Fund size (AUM)$19M$321M
Since20242021
Dividend yield0.65%1.21%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+20.5%+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y7.59%6.50%
Max drawdown-11.09%-11.51%

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

Similar to FBUF and HEQT