Screener
HEQT vs PY
Simplify Hedged Equity ETF vs Principal Value ETF
Key differences
- PY costs 0.28% less per year.
- HEQT is classified as alternative, while PY is equity — different risk/return profiles.
- HEQT follows a option income strategy; PY uses active selection.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | PY | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.15% |
| Fund size (AUM) | $321M | $212M |
| Since | 2021 | 2016 |
| Dividend yield | 1.21% | 2.15% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +16.1% | +17.5% |
| CAGR 3Y | +13.8% | +13.5% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 1.23 | 0.73 |
| Volatility 1Y | 6.47% | 10.72% |
| Max drawdown | -11.51% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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