Screener
HIGH vs HEQT
Simplify Enhanced Income ETF vs Simplify Hedged Equity ETF
Key differences
Both HIGH and HEQT are alternative ETFs. HIGH charges 0.50% a year and HEQT 0.43%. The main difference: HIGH follows a option income strategy; HEQT uses long short.
- HIGH follows a option income strategy; HEQT uses long short.
- HEQT costs 0.07% less per year.
- HEQT is much larger than HIGH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| HIGH | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.43% |
| Fund size (AUM) | $75M | $323M |
| Since | 2022 | 2021 |
| Dividend yield | 7.33% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | -4.0% | +12.7% |
| CAGR 3Y | +2.6% | +12.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.05 | 1.12 |
| Volatility 1Y | 8.79% | 6.49% |
| Max drawdown | -9.50% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.