Screener
HEQT vs TYA
Simplify Hedged Equity ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF
Key differences
- TYA costs 0.18% less per year.
- HEQT is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
- HEQT is classified as alternative, while TYA is fixed income — different risk/return profiles.
- HEQT follows a option income strategy; TYA uses active selection.
- Over the last 3 years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| HEQT | TYA | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.25% |
| Fund size (AUM) | $321M | $67M |
| Since | 2021 | 2021 |
| Dividend yield | 1.21% | 3.86% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.3% | +3.5% |
| CAGR 3Y | +13.9% | -4.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | -0.35 |
| Volatility 1Y | 6.50% | 13.04% |
| Max drawdown | -11.51% | -51.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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