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FDRX vs HEQT

Founder-Led 2x Daily ETF vs Simplify Hedged Equity ETF

FDRX

Founder-Led 2x Daily ETF

Annual cost

1.08%

Fund size

$22M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

FDRX is an equity ETF, while HEQT is an alternative ETF. FDRX charges 1.08% a year and HEQT 0.43%.

  • FDRX is an equity fund, while HEQT is an alternative fund. They carry different risk/return profiles.
  • FDRX follows a leveraged strategy; HEQT uses long short.
  • HEQT costs 0.65% less per year.
  • HEQT is much larger than FDRX. Larger funds are usually more liquid and less likely to close.
  • HEQT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRXHEQT
Annual cost (TER)1.08%0.43%
Fund size (AUM)$22M$323M
Since20262021
Dividend yield1.19%
Asset classequityalternative
Regionnorth americanorth america
Strategyleveragedlong short
CAGR 1YN/A+13.6%
CAGR 3YN/A+13.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y6.52%
Max drawdown-38.44%-11.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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