Screener
MSTB vs HEQT
LHA Market State Tactical Beta ETF vs Simplify Hedged Equity ETF
Key differences
MSTB is an equity ETF, while HEQT is an alternative ETF. MSTB charges 1.38% a year and HEQT 0.43%.
- MSTB is an equity fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; HEQT uses long short.
- HEQT costs 0.95% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | HEQT | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.43% |
| Fund size (AUM) | $197M | $323M |
| Since | 2020 | 2021 |
| Dividend yield | 0.38% | 1.19% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +17.4% | +13.6% |
| CAGR 3Y | +17.8% | +13.2% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 1.16 |
| Volatility 1Y | 10.59% | 6.52% |
| Max drawdown | -25.64% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.