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OEI vs HEQT

Optimized Equity Income ETF vs Simplify Hedged Equity ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both OEI and HEQT are alternative ETFs. The main difference: OEI follows a option income strategy; HEQT uses long short.

  • OEI follows a option income strategy; HEQT uses long short.

Side-by-side comparison

OEIHEQT
Annual cost (TER)0.43%
Fund size (AUM)$323M
Since2021
Dividend yield1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1YN/A+12.7%
CAGR 3YN/A+12.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y6.49%
Max drawdown-6.49%-11.51%

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

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