Screener
FXED vs HEQT
Sound Enhanced Fixed Income ETF vs Simplify Hedged Equity ETF
Key differences
FXED is a fixed income ETF, while HEQT is an alternative ETF. FXED charges 1.89% a year and HEQT 0.43%.
- FXED is a fixed income fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- FXED follows a active selection strategy; HEQT uses long short.
- HEQT costs 1.46% less per year.
- HEQT is much larger than FXED. 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
| FXED | HEQT | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.43% |
| Fund size (AUM) | $40M | $323M |
| Since | 2020 | 2021 |
| Dividend yield | 7.10% | 1.19% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +4.5% | +13.6% |
| CAGR 3Y | +6.6% | +13.2% |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | 1.16 |
| Volatility 1Y | 6.85% | 6.52% |
| Max drawdown | -20.07% | -11.51% |
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