Screener
HEQT vs SCHM
Simplify Hedged Equity ETF vs Schwab U.S. Mid-Cap ETF
Key differences
- SCHM costs 0.39% less per year.
- SCHM is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while SCHM is equity — different risk/return profiles.
- HEQT follows a option income strategy; SCHM uses index tracking.
- Over the last 3 years, SCHM has delivered higher annualized returns.
- SCHM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.04% |
| Fund size (AUM) | $321M | $14.3B |
| Since | 2021 | 2011 |
| Dividend yield | 1.21% | 1.28% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.3% | +30.9% |
| CAGR 3Y | +13.9% | +17.7% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 1.24 | 0.81 |
| Volatility 1Y | 6.50% | 15.72% |
| Max drawdown | -11.51% | -42.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HEQT and SCHM
Explore further