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HEQT vs QHDG

Simplify Hedged Equity ETF vs Innovator Hedged Nasdaq-100 ETF

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

QHDG

Innovator Hedged Nasdaq-100 ETF

Innovator ETFs

Annual cost

0.79%

Fund size

$3M

Key differences

  • HEQT costs 0.36% less per year.
  • HEQT is significantly larger than QHDG — larger funds tend to be more liquid and less likely to close.
  • HEQT follows a option income strategy; QHDG uses structured outcome.

Side-by-side comparison

HEQTQHDG
Annual cost (TER)0.43%0.79%
Fund size (AUM)$321M$3M
Since20212024
Dividend yield1.21%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomestructured outcome
CAGR 1Y+15.3%+12.9%
CAGR 3Y+13.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y6.50%8.83%
Max drawdown-11.51%-15.29%

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

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