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OSEA vs HEQT
Harbor International Compounders ETF vs Simplify Hedged Equity ETF
Key differences
- HEQT costs 0.12% less per year.
- OSEA is classified as equity, while HEQT is alternative — different risk/return profiles.
- OSEA covers global markets; HEQT covers north america.
- OSEA follows a index tracking strategy; HEQT uses option income.
- Over the last 3 years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| OSEA | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.43% |
| Fund size (AUM) | $497M | $321M |
| Since | 2022 | 2021 |
| Dividend yield | 1.23% | 1.21% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +7.3% | +15.3% |
| CAGR 3Y | +7.3% | +13.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.30 | 1.24 |
| Volatility 1Y | 15.18% | 6.50% |
| Max drawdown | -18.14% | -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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