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KHPI vs HEQT

Kensington Hedged Premium Income ETF vs Simplify Hedged Equity ETF

KHPI

Kensington Hedged Premium Income ETF

Annual cost

0.98%

Fund size

$389M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both KHPI and HEQT are alternative ETFs. KHPI charges 0.98% a year and HEQT 0.43%. The main difference: KHPI follows a option income strategy; HEQT uses long short.

  • KHPI follows a option income strategy; HEQT uses long short.
  • HEQT costs 0.55% less per year.

Side-by-side comparison

KHPIHEQT
Annual cost (TER)0.98%0.43%
Fund size (AUM)$389M$323M
Since20242021
Dividend yield8.86%1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+13.7%+13.6%
CAGR 3YN/A+13.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y7.54%6.52%
Max drawdown-10.58%-11.51%

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

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