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HEQT vs QBER

Simplify Hedged Equity ETF vs TrueShares Quarterly Bear Hedge

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

QBER

TrueShares Quarterly Bear Hedge

TrueShares

Annual cost

0.79%

Fund size

$62M

Key differences

  • HEQT costs 0.36% less per year.
  • HEQT is significantly larger than QBER — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HEQTQBER
Annual cost (TER)0.43%0.79%
Fund size (AUM)$321M$62M
Since20212024
Dividend yield1.21%3.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.3%-0.7%
CAGR 3Y+13.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y6.50%3.61%
Max drawdown-11.51%-5.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HEQT and QBER