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HEDG vs HEQT

Equable Shares Hedged Equity ETF vs Simplify Hedged Equity ETF

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both HEDG and HEQT are alternative ETFs. HEDG charges 0.96% a year and HEQT 0.43%. The main difference: HEQT costs 0.53% less per year.

  • HEQT costs 0.53% less per year.

Side-by-side comparison

HEDGHEQT
Annual cost (TER)0.96%0.43%
Fund size (AUM)$401M$323M
Since20192021
Dividend yield2.08%1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/A+12.7%
CAGR 3YN/A+12.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y6.49%
Max drawdown-3.85%-11.51%

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

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