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HEMI vs HEQT

Hartford Equity Premium Income ETF vs Simplify Hedged Equity ETF

HEMI

Hartford Equity Premium Income ETF

Annual cost

0.49%

Fund size

$34M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both HEMI and HEQT are alternative ETFs. HEMI charges 0.49% a year and HEQT 0.43%. The main difference: HEMI follows a option income strategy; HEQT uses long short.

  • HEMI follows a option income strategy; HEQT uses long short.
  • HEQT costs 0.06% less per year.
  • HEQT is much larger than HEMI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HEMIHEQT
Annual cost (TER)0.49%0.43%
Fund size (AUM)$34M$323M
Since20252021
Dividend yield1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1YN/A+12.7%
CAGR 3YN/A+12.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y6.49%
Max drawdown-7.79%-11.51%

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

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