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HEQT vs FNDX
Simplify Hedged Equity ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 0.18% less per year.
- FNDX is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while FNDX is equity — different risk/return profiles.
- HEQT follows a option income strategy; FNDX uses index tracking.
- Over the last 3 years, FNDX has delivered higher annualized returns.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.25% |
| Fund size (AUM) | $321M | $25.9B |
| Since | 2021 | 2013 |
| Dividend yield | 1.21% | 1.50% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.3% | +33.4% |
| CAGR 3Y | +13.9% | +21.2% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | 1.24 | 1.27 |
| Volatility 1Y | 6.50% | 10.39% |
| Max drawdown | -11.51% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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