Screener
PFIX vs HEQT
Simplify Interest Rate Hedge ETF vs Simplify Hedged Equity ETF
Key differences
- HEQT costs 0.07% less per year.
- PFIX follows a tactical allocation strategy; HEQT uses option income.
- Over the last 3 years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.43% |
| Fund size (AUM) | $210M | $321M |
| Since | 2021 | 2021 |
| Dividend yield | 4.58% | 1.21% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | option income |
| CAGR 1Y | -13.6% | +15.3% |
| CAGR 3Y | +18.2% | +13.9% |
| CAGR 5Y | +17.7% | N/A |
| Sharpe 3Y | 0.54 | 1.24 |
| Volatility 1Y | 30.79% | 6.50% |
| Max drawdown | -36.17% | -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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