Screener
HEQT vs AMAX
Simplify Hedged Equity ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- HEQT costs 0.93% less per year.
- HEQT is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HEQT has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.43% | 1.36% |
| Fund size (AUM) | $321M | $60M |
| Since | 2021 | 2009 |
| Dividend yield | 1.21% | 10.63% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | option income |
| CAGR 1Y | +15.3% | +11.8% |
| CAGR 3Y | +13.9% | +9.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | 0.59 |
| Volatility 1Y | 6.50% | 9.98% |
| Max drawdown | -11.51% | -16.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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