Screener
HEQT vs LSEQ
Simplify Hedged Equity ETF vs Harbor Long-Short Equity ETF
Key differences
- HEQT costs 1.85% less per year.
- HEQT is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
- HEQT follows a option income strategy; LSEQ uses long short.
Side-by-side comparison
| HEQT | LSEQ | |
|---|---|---|
| Annual cost (TER) | 0.43% | 2.28% |
| Fund size (AUM) | $321M | $15M |
| Since | 2021 | 2023 |
| Dividend yield | 1.21% | 1.78% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +15.3% | +19.7% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 6.50% | 14.96% |
| Max drawdown | -11.51% | -8.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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