Screener
HEQT vs SCHC
Simplify Hedged Equity ETF vs Schwab International Small-Cap Equity ETF
Key differences
- SCHC costs 0.35% less per year.
- SCHC is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while SCHC is equity — different risk/return profiles.
- HEQT covers north america markets; SCHC covers global ex us.
- HEQT follows a option income strategy; SCHC uses index tracking.
- Over the last 3 years, SCHC has delivered higher annualized returns.
- SCHC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | SCHC | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.08% |
| Fund size (AUM) | $321M | $5.5B |
| Since | 2021 | 2010 |
| Dividend yield | 1.21% | 3.34% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.3% | +31.9% |
| CAGR 3Y | +13.9% | +18.0% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | 1.24 | 0.90 |
| Volatility 1Y | 6.50% | 15.45% |
| Max drawdown | -11.51% | -43.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HEQT and SCHC
Explore further