Screener
HEQT vs IWR
Simplify Hedged Equity ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR costs 0.25% less per year.
- IWR is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while IWR is equity — different risk/return profiles.
- HEQT follows a option income strategy; IWR uses index tracking.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | IWR | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.18% |
| Fund size (AUM) | $321M | $52.6B |
| Since | 2021 | 2001 |
| Dividend yield | 1.21% | 1.19% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +16.1% | +23.2% |
| CAGR 3Y | +13.8% | +17.3% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.23 | 0.86 |
| Volatility 1Y | 6.47% | 13.52% |
| Max drawdown | -11.51% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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