Screener
HEQT vs MSSM
Simplify Hedged Equity ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
HEQT is an alternative ETF, while MSSM is an equity ETF. HEQT charges 0.43% a year and MSSM 0.62%.
- HEQT is an alternative fund, while MSSM is an equity fund. They carry different risk/return profiles.
- HEQT follows a option income strategy; MSSM uses index tracking.
- HEQT covers North America; MSSM covers global markets.
- HEQT costs 0.19% less per year.
- MSSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.62% |
| Fund size (AUM) | $323M | $756M |
| Since | 2021 | 1991 |
| Dividend yield | 1.19% | 0.53% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.8% | +32.8% |
| CAGR 3Y | +13.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 6.45% | 17.51% |
| Max drawdown | -11.51% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.