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HEQT vs MSLC
Simplify Hedged Equity ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
HEQT is an alternative ETF, while MSLC is an equity ETF. HEQT charges 0.43% a year and MSLC 0.39%.
- HEQT is an alternative fund, while MSLC is an equity fund. They carry different risk/return profiles.
- HEQT follows a option income strategy; MSLC uses index tracking.
- HEQT covers North America; MSLC covers global markets.
- MSLC is much larger than HEQT. Larger funds are usually more liquid and less likely to close.
- MSLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.39% |
| Fund size (AUM) | $323M | $4.0B |
| Since | 2021 | 1991 |
| Dividend yield | 1.19% | 0.80% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.8% | +20.5% |
| CAGR 3Y | +13.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 6.45% | 12.04% |
| Max drawdown | -11.51% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.