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HEQT vs CGGO

Simplify Hedged Equity ETF vs Capital Group Global Growth Equity ETF

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

CGGO

Capital Group Global Growth Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$10.1B

Key differences

  • CGGO is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
  • HEQT is classified as alternative, while CGGO is equity — different risk/return profiles.
  • HEQT covers north america markets; CGGO covers global.
  • HEQT follows a option income strategy; CGGO uses active selection.
  • Over the last 3 years, CGGO has delivered higher annualized returns.

Side-by-side comparison

HEQTCGGO
Annual cost (TER)0.43%0.47%
Fund size (AUM)$321M$10.1B
Since20212022
Dividend yield1.21%1.88%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+15.3%+32.9%
CAGR 3Y+13.9%+20.3%
CAGR 5YN/AN/A
Sharpe 3Y1.240.99
Volatility 1Y6.50%16.59%
Max drawdown-11.51%-24.90%

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

Similar to HEQT and CGGO