Screener
HEQT vs EDGI
Simplify Hedged Equity ETF vs 3EDGE Dynamic International Equity ETF
Key differences
HEQT is an alternative ETF, while EDGI is an equity ETF. HEQT charges 0.43% a year and EDGI 0.97%.
- HEQT is an alternative fund, while EDGI is an equity fund. They carry different risk/return profiles.
- HEQT follows a long short strategy; EDGI uses active selection.
- HEQT covers North America; EDGI covers global markets excluding the US.
- HEQT costs 0.54% less per year.
- HEQT is much larger than EDGI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HEQT | EDGI | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.97% |
| Fund size (AUM) | $323M | $86M |
| Since | 2021 | 2024 |
| Dividend yield | 1.19% | 1.79% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | long short | active selection |
| CAGR 1Y | +13.6% | +22.4% |
| CAGR 3Y | +13.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 6.52% | 15.81% |
| Max drawdown | -11.51% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.