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MDAA vs HEQT

Myriad Dynamic Asset Allocation ETF vs Simplify Hedged Equity ETF

MDAA

Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

MDAA is a mixed asset ETF, while HEQT is an alternative ETF.

  • MDAA is a mixed asset fund, while HEQT is an alternative fund. They carry different risk/return profiles.
  • MDAA follows a active selection strategy; HEQT uses long short.

Side-by-side comparison

MDAAHEQT
Annual cost (TER)0.43%
Fund size (AUM)$323M
Since2021
Dividend yield1.19%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1YN/A+12.7%
CAGR 3YN/A+12.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y6.49%
Max drawdown-14.59%-11.51%

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

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