Screener
HEQT vs MAXI
Simplify Hedged Equity ETF vs Simplify Bitcoin Strategy ETF
Key differences
Both HEQT and MAXI are alternative ETFs. HEQT charges 0.43% a year and MAXI 1.31%. The main difference: HEQT follows a long short strategy; MAXI uses option income.
- HEQT follows a long short strategy; MAXI uses option income.
- HEQT costs 0.88% less per year.
- HEQT is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HEQT | MAXI | |
|---|---|---|
| Annual cost (TER) | 0.43% | 1.31% |
| Fund size (AUM) | $323M | $31M |
| Since | 2021 | 2022 |
| Dividend yield | 1.19% | 57.40% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +13.6% | -62.1% |
| CAGR 3Y | +13.2% | +12.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 0.45 |
| Volatility 1Y | 6.52% | 65.36% |
| Max drawdown | -11.51% | -68.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.