Screener
HEQT vs SPBC
Simplify Hedged Equity ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF
Key differences
- HEQT costs 0.11% less per year.
- HEQT is significantly larger than SPBC — larger funds tend to be more liquid and less likely to close.
- HEQT follows a option income strategy; SPBC uses multi strategy.
- Over the last 3 years, SPBC has delivered higher annualized returns.
Side-by-side comparison
| HEQT | SPBC | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.54% |
| Fund size (AUM) | $321M | $43M |
| Since | 2021 | 2021 |
| Dividend yield | 1.21% | 0.86% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | multi strategy |
| CAGR 1Y | +15.3% | +24.7% |
| CAGR 3Y | +13.9% | +29.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | 1.36 |
| Volatility 1Y | 6.50% | 14.59% |
| Max drawdown | -11.51% | -33.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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