Screener
HEQT vs EDGU
Simplify Hedged Equity ETF vs 3EDGE Dynamic US Equity ETF
Key differences
HEQT is an alternative ETF, while EDGU is an equity ETF. HEQT charges 0.43% a year and EDGU 0.91%.
- HEQT is an alternative fund, while EDGU is an equity fund. They carry different risk/return profiles.
- HEQT follows a long short strategy; EDGU uses active selection.
- HEQT costs 0.48% less per year.
Side-by-side comparison
| HEQT | EDGU | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.91% |
| Fund size (AUM) | $323M | $148M |
| Since | 2021 | 2024 |
| Dividend yield | 1.19% | 0.65% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +13.6% | +25.3% |
| CAGR 3Y | +13.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 6.52% | 12.32% |
| Max drawdown | -11.51% | -17.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.