Screener
HEQT vs SPD
Simplify Hedged Equity ETF vs Simplify US Equity PLUS Downside Convexity ETF
Key differences
- HEQT costs 0.10% less per year.
- Over the last 3 years, SPD has delivered higher annualized returns.
Side-by-side comparison
| HEQT | SPD | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.53% |
| Fund size (AUM) | $321M | $109M |
| Since | 2021 | 2020 |
| Dividend yield | 1.21% | 1.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +15.3% | +15.3% |
| CAGR 3Y | +13.9% | +18.4% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.24 | 0.87 |
| Volatility 1Y | 6.50% | 13.38% |
| Max drawdown | -11.51% | -27.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HEQT and SPD
Explore further