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HEQT vs CCOR

Simplify Hedged Equity ETF vs Core Alternative ETF

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

Key differences

  • HEQT costs 0.86% less per year.
  • HEQT is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HEQT has delivered higher annualized returns.

Side-by-side comparison

HEQTCCOR
Annual cost (TER)0.43%1.29%
Fund size (AUM)$321M$28M
Since20212017
Dividend yield1.21%1.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.3%-4.9%
CAGR 3Y+13.9%-2.5%
CAGR 5YN/A-2.3%
Sharpe 3Y1.24-0.56
Volatility 1Y6.50%6.92%
Max drawdown-11.51%-22.99%

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

Similar to HEQT and CCOR