Screener
HEQT vs OVLH
Simplify Hedged Equity ETF vs Overlay Shares Hedged Large Cap Equity ETF
Key differences
- HEQT costs 0.37% less per year.
- HEQT is significantly larger than OVLH — larger funds tend to be more liquid and less likely to close.
- HEQT follows a option income strategy; OVLH uses volatility strategy.
- Over the last 3 years, OVLH has delivered higher annualized returns.
Side-by-side comparison
| HEQT | OVLH | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.80% |
| Fund size (AUM) | $321M | $102M |
| Since | 2021 | 2021 |
| Dividend yield | 1.21% | 0.29% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | +15.3% | +19.1% |
| CAGR 3Y | +13.9% | +17.4% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | 1.24 | 1.35 |
| Volatility 1Y | 6.50% | 8.52% |
| Max drawdown | -11.51% | -20.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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