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HEQT vs THEQ
Simplify Hedged Equity ETF vs T. Rowe Price Hedged Equity ETF
Key differences
- HEQT is significantly larger than THEQ — larger funds tend to be more liquid and less likely to close.
- HEQT follows a option income strategy; THEQ uses tactical allocation.
Side-by-side comparison
| HEQT | THEQ | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.46% |
| Fund size (AUM) | $321M | $32M |
| Since | 2021 | 2025 |
| Dividend yield | 1.21% | 0.49% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +15.3% | +19.0% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 6.50% | 8.72% |
| Max drawdown | -11.51% | -8.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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