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KAUG vs HEQT

Innovator U.S. Small Cap Power Buffer ETF - August vs Simplify Hedged Equity ETF

KAUG

Innovator U.S. Small Cap Power Buffer ETF - August

Innovator ETFs

Annual cost

0.79%

Fund size

$80M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 0.36% less per year.
  • HEQT is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
  • KAUG follows a structured outcome strategy; HEQT uses option income.

Side-by-side comparison

KAUGHEQT
Annual cost (TER)0.79%0.43%
Fund size (AUM)$80M$321M
Since20242021
Dividend yield0.00%1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomeoption income
CAGR 1Y+17.0%+16.1%
CAGR 3YN/A+13.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y8.09%6.47%
Max drawdown-15.66%-11.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KAUG and HEQT