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HECA vs HEQT

Hedgeye Capital Allocation ETF vs Simplify Hedged Equity ETF

HECA

Hedgeye Capital Allocation ETF

Hedgeye Asset Management, LLC

Annual cost

1.30%

Fund size

$378M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 0.87% less per year.
  • HECA follows a multi strategy strategy; HEQT uses option income.

Side-by-side comparison

HECAHEQT
Annual cost (TER)1.30%0.43%
Fund size (AUM)$378M$321M
Since20252021
Dividend yield1.21%
Asset classalternativealternative
Regionnorth america
Strategymulti strategyoption income
CAGR 1YN/A+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y6.50%
Max drawdown-11.81%-11.51%

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

Similar to HECA and HEQT