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HTUS vs HEQT

Hull Tactical US ETF vs Simplify Hedged Equity ETF

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both HTUS and HEQT are alternative ETFs. HTUS charges 0.96% a year and HEQT 0.43%. The main difference: HTUS follows a multi strategy strategy; HEQT uses long short.

  • HTUS follows a multi strategy strategy; HEQT uses long short.
  • HEQT costs 0.53% less per year.
  • Over the last three years, HTUS has delivered higher annualized returns.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTUSHEQT
Annual cost (TER)0.96%0.43%
Fund size (AUM)$152M$323M
Since20152021
Dividend yield1.12%1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategylong short
CAGR 1Y+25.5%+13.6%
CAGR 3Y+21.6%+13.2%
CAGR 5Y+15.5%N/A
Sharpe 3Y1.021.16
Volatility 1Y11.80%6.52%
Max drawdown-47.50%-11.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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