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HEQT vs QBUL

Simplify Hedged Equity ETF vs TrueShares Quarterly Bull Hedge

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

QBUL

TrueShares Quarterly Bull Hedge

TrueShares

Annual cost

0.79%

Fund size

$17M

Key differences

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

Side-by-side comparison

HEQTQBUL
Annual cost (TER)0.43%0.79%
Fund size (AUM)$321M$17M
Since20212024
Dividend yield1.21%8.86%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.3%+5.9%
CAGR 3Y+13.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y6.50%3.54%
Max drawdown-11.51%-2.45%

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

Similar to HEQT and QBUL