Screener
HEQT vs HIGH
Simplify Hedged Equity ETF vs Simplify Enhanced Income ETF
Key differences
Both HEQT and HIGH are alternative ETFs. HEQT charges 0.43% a year and HIGH 0.50%. The main difference: HEQT follows a long short strategy; HIGH uses option income.
- HEQT follows a long short strategy; HIGH uses option income.
- HEQT costs 0.07% less per year.
- HEQT is much larger than HIGH. 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 | HIGH | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.50% |
| Fund size (AUM) | $323M | $75M |
| Since | 2021 | 2022 |
| Dividend yield | 1.19% | 7.33% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +13.6% | -3.0% |
| CAGR 3Y | +13.2% | +3.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | -0.01 |
| Volatility 1Y | 6.52% | 8.74% |
| Max drawdown | -11.51% | -9.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.