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FDRS vs HEQT

Corgi ETF Trust I vs Simplify Hedged Equity ETF

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 0.06% less per year.
  • HEQT is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • FDRS follows a leveraged strategy; HEQT uses option income.

Side-by-side comparison

FDRSHEQT
Annual cost (TER)0.49%0.43%
Fund size (AUM)$77M$321M
Since20252021
Dividend yield1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyleveragedoption income
CAGR 1YN/A+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y6.50%
Max drawdown-21.64%-11.51%

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

Similar to FDRS and HEQT