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IDGT vs HECO

iShares U.S. Digital Infrastructure and Real Estate ETF vs State Street Galaxy Hedged Digital Asset Ecosystem ETF

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF

Annual cost

0.39%

Fund size

$451M

HECO

State Street Galaxy Hedged Digital Asset Ecosystem ETF

Annual cost

0.90%

Fund size

$116M

Key differences

IDGT is an equity ETF, while HECO is an alternative ETF. IDGT charges 0.39% a year and HECO 0.90%.

  • IDGT is an equity fund, while HECO is an alternative fund. They carry different risk/return profiles.
  • IDGT follows a index tracking strategy; HECO uses option income.
  • IDGT costs 0.51% less per year.
  • IDGT is much larger than HECO. Larger funds are usually more liquid and less likely to close.
  • IDGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDGTHECO
Annual cost (TER)0.39%0.90%
Fund size (AUM)$451M$116M
Since20012024
Dividend yield0.73%0.00%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+55.1%+117.9%
CAGR 3Y+24.0%N/A
CAGR 5Y+13.1%N/A
Sharpe 3Y0.96N/A
Volatility 1Y20.98%37.71%
Max drawdown-36.88%-43.74%

Similar to IDGT and HECO