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JHDG vs HEQT

John Hancock Hedged Equity ETF vs Simplify Hedged Equity ETF

JHDG

John Hancock Hedged Equity ETF

Annual cost

0.49%

Fund size

$99M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both JHDG and HEQT are alternative ETFs. JHDG charges 0.49% a year and HEQT 0.43%. The main difference: HEQT costs 0.06% less per year.

  • HEQT costs 0.06% less per year.
  • HEQT is much larger than JHDG. Larger funds are usually more liquid and less likely to close.
  • HEQT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JHDGHEQT
Annual cost (TER)0.49%0.43%
Fund size (AUM)$99M$323M
Since20262021
Dividend yield1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/A+12.7%
CAGR 3YN/A+12.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y6.49%
Max drawdown-2.62%-11.51%

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

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