Screener
HEQT vs SHDG
Simplify Hedged Equity ETF vs Soundwatch Hedged Equity ETF
Key differences
Both HEQT and SHDG are alternative ETFs. HEQT charges 0.43% a year and SHDG 0.91%. The main difference: HEQT costs 0.48% less per year.
- HEQT costs 0.48% less per year.
- SHDG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEQT | SHDG | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.91% |
| Fund size (AUM) | $323M | $164M |
| Since | 2021 | 2016 |
| Dividend yield | 1.19% | 0.49% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +13.6% | +11.6% |
| CAGR 3Y | +13.2% | +12.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 0.85 |
| Volatility 1Y | 6.52% | 7.78% |
| Max drawdown | -11.51% | -15.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.