Screener
HEQT vs CTA
Simplify Hedged Equity ETF vs Simplify Managed Futures Strategy ETF
Key differences
Both HEQT and CTA are alternative ETFs. HEQT charges 0.43% a year and CTA 0.75%. The main difference: HEQT follows a long short strategy; CTA uses managed futures.
- HEQT follows a long short strategy; CTA uses managed futures.
- HEQT costs 0.32% less per year.
- CTA is much larger than HEQT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| HEQT | CTA | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.75% |
| Fund size (AUM) | $323M | $1.6B |
| Since | 2021 | 2022 |
| Dividend yield | 1.19% | 5.05% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | long short | managed futures |
| CAGR 1Y | +13.6% | +5.6% |
| CAGR 3Y | +13.2% | +9.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 0.43 |
| Volatility 1Y | 6.52% | 20.33% |
| Max drawdown | -11.51% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.