Screener
HEQT vs DINE
Simplify Hedged Equity ETF vs Simplify Tax Aware Diversified Income Strategy ETF
Key differences
HEQT is an alternative ETF, while DINE is an equity ETF. HEQT charges 0.43% a year and DINE 0.15%.
- HEQT is an alternative fund, while DINE is an equity fund. They carry different risk/return profiles.
- HEQT follows a long short strategy; DINE uses active selection.
- HEQT covers North America; DINE covers emerging markets.
- DINE costs 0.28% less per year.
- HEQT is much larger than DINE. Larger funds are usually more liquid and less likely to close.
- HEQT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | DINE | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.15% |
| Fund size (AUM) | $323M | $3M |
| Since | 2021 | 2026 |
| Dividend yield | 1.19% | — |
| Asset class | alternative | equity |
| Region | north america | emerging markets |
| Strategy | long short | active selection |
| CAGR 1Y | +13.6% | N/A |
| CAGR 3Y | +13.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 6.52% | — |
| Max drawdown | -11.51% | -1.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.