Screener
HEQT vs SAGP
Simplify Hedged Equity ETF vs Strategas Global Policy Opportunities ETF
Key differences
- HEQT costs 0.22% less per year.
- HEQT is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while SAGP is equity — different risk/return profiles.
- HEQT covers north america markets; SAGP covers global.
- HEQT follows a option income strategy; SAGP uses active selection.
- Over the last 3 years, SAGP has delivered higher annualized returns.
Side-by-side comparison
| HEQT | SAGP | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.65% |
| Fund size (AUM) | $321M | $75M |
| Since | 2021 | 2022 |
| Dividend yield | 1.21% | 0.52% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +15.3% | +17.1% |
| CAGR 3Y | +13.9% | +15.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | 0.88 |
| Volatility 1Y | 6.50% | 12.97% |
| Max drawdown | -11.51% | -22.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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