Screener
IYY vs HEQT
iShares Dow Jones U.S. ETF vs Simplify Hedged Equity ETF
Key differences
- IYY costs 0.23% less per year.
- IYY is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- IYY is classified as equity, while HEQT is alternative — different risk/return profiles.
- IYY follows a index tracking strategy; HEQT uses option income.
- Over the last 3 years, IYY has delivered higher annualized returns.
- IYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYY | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.43% |
| Fund size (AUM) | $2.9B | $321M |
| Since | 2000 | 2021 |
| Dividend yield | 0.91% | 1.21% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +30.4% | +16.1% |
| CAGR 3Y | +22.8% | +13.8% |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 1.21 | 1.23 |
| Volatility 1Y | 12.15% | 6.47% |
| Max drawdown | -34.90% | -11.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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