Screener
PEPS vs HEQT
Parametric Equity Plus ETF vs Simplify Hedged Equity ETF
Key differences
Both PEPS and HEQT are alternative ETFs. PEPS charges 0.10% a year and HEQT 0.43%. The main difference: PEPS follows a option income strategy; HEQT uses long short.
- PEPS follows a option income strategy; HEQT uses long short.
- PEPS costs 0.33% less per year.
- HEQT is much larger than PEPS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PEPS | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.43% |
| Fund size (AUM) | $28M | $323M |
| Since | 2024 | 2021 |
| Dividend yield | 0.88% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +24.6% | +12.7% |
| CAGR 3Y | N/A | +12.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.12 |
| Volatility 1Y | 13.49% | 6.49% |
| Max drawdown | -9.79% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.