Screener
HEQT vs CAOS
Simplify Hedged Equity ETF vs Alpha Architect Tail Risk ETF
Key differences
Both HEQT and CAOS are alternative ETFs. HEQT charges 0.43% a year and CAOS 0.63%. The main difference: HEQT follows a long short strategy; CAOS uses volatility strategy.
- HEQT follows a long short strategy; CAOS uses volatility strategy.
- HEQT costs 0.20% less per year.
- Over the last three years, HEQT has delivered higher annualized returns.
- CAOS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | CAOS | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.63% |
| Fund size (AUM) | $323M | $669M |
| Since | 2021 | 2013 |
| Dividend yield | 1.19% | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | volatility strategy |
| CAGR 1Y | +13.6% | +1.9% |
| CAGR 3Y | +13.2% | +4.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 0.19 |
| Volatility 1Y | 6.52% | 1.53% |
| Max drawdown | -11.51% | -3.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.