Screener
FDAT vs HEQT
Tactical Advantage ETF vs Simplify Hedged Equity ETF
Key differences
FDAT is a fixed income ETF, while HEQT is an alternative ETF. FDAT charges 0.78% a year and HEQT 0.43%.
- FDAT is a fixed income fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- FDAT follows a tactical allocation strategy; HEQT uses long short.
- HEQT costs 0.35% less per year.
- HEQT is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| FDAT | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.43% |
| Fund size (AUM) | $36M | $323M |
| Since | 2023 | 2021 |
| Dividend yield | 5.63% | 1.19% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | long short |
| CAGR 1Y | +10.8% | +13.6% |
| CAGR 3Y | +8.7% | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | 1.16 |
| Volatility 1Y | 10.36% | 6.52% |
| Max drawdown | -8.20% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.