Screener
HEQT vs LGH
Simplify Hedged Equity ETF vs HCM Defender 500 Index ETF
Key differences
- HEQT costs 0.57% less per year.
- HEQT follows a option income strategy; LGH uses tactical allocation.
- Over the last 3 years, LGH has delivered higher annualized returns.
Side-by-side comparison
| HEQT | LGH | |
|---|---|---|
| Annual cost (TER) | 0.43% | 1.00% |
| Fund size (AUM) | $321M | $555M |
| Since | 2021 | 2019 |
| Dividend yield | 1.21% | 0.39% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +15.3% | +27.9% |
| CAGR 3Y | +13.9% | +21.8% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | 1.24 | 1.04 |
| Volatility 1Y | 6.50% | 15.64% |
| Max drawdown | -11.51% | -29.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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