Screener
MSTQ vs HEQT
LHA Market State Tactical Q ETF vs Simplify Hedged Equity ETF
Key differences
Both MSTQ and HEQT are alternative ETFs. MSTQ charges 1.55% a year and HEQT 0.43%. The main difference: MSTQ follows a option income strategy; HEQT uses long short.
- MSTQ follows a option income strategy; HEQT uses long short.
- HEQT costs 1.12% less per year.
- HEQT is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTQ has delivered higher annualized returns.
Side-by-side comparison
| MSTQ | HEQT | |
|---|---|---|
| Annual cost (TER) | 1.55% | 0.43% |
| Fund size (AUM) | $39M | $323M |
| Since | 2022 | 2021 |
| Dividend yield | 0.65% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +27.0% | +13.6% |
| CAGR 3Y | +23.5% | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.14 | 1.16 |
| Volatility 1Y | 15.40% | 6.52% |
| Max drawdown | -31.05% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.