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HEQT vs QQH

Simplify Hedged Equity ETF vs HCM Defender 100 Index ETF

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

Key differences

  • HEQT costs 0.55% less per year.
  • HEQT follows a option income strategy; QQH uses active selection.
  • Over the last 3 years, QQH has delivered higher annualized returns.

Side-by-side comparison

HEQTQQH
Annual cost (TER)0.43%0.98%
Fund size (AUM)$321M$697M
Since20212019
Dividend yield1.21%0.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+15.3%+39.5%
CAGR 3Y+13.9%+27.9%
CAGR 5YN/A+15.1%
Sharpe 3Y1.241.07
Volatility 1Y6.50%20.79%
Max drawdown-11.51%-41.87%

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

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