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LFEQ vs HEQT
VanEck Long/Flat Trend ETF vs Simplify Hedged Equity ETF
Key differences
- HEQT costs 0.15% less per year.
- HEQT is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
- LFEQ follows a tactical allocation strategy; HEQT uses option income.
- Over the last 3 years, LFEQ has delivered higher annualized returns.
Side-by-side comparison
| LFEQ | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.43% |
| Fund size (AUM) | $29M | $321M |
| Since | 2017 | 2021 |
| Dividend yield | 0.86% | 1.21% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | option income |
| CAGR 1Y | +30.3% | +16.1% |
| CAGR 3Y | +18.9% | +13.8% |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 1.02 | 1.23 |
| Volatility 1Y | 12.11% | 6.47% |
| Max drawdown | -35.19% | -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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