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QBER vs HEQT

TrueShares Quarterly Bear Hedge vs Simplify Hedged Equity ETF

QBER

TrueShares Quarterly Bear Hedge

TrueShares

Annual cost

0.79%

Fund size

$62M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 0.36% less per year.
  • HEQT is significantly larger than QBER — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

QBERHEQT
Annual cost (TER)0.79%0.43%
Fund size (AUM)$62M$321M
Since20242021
Dividend yield3.29%1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-0.7%+15.3%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y3.61%6.50%
Max drawdown-5.60%-11.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to QBER and HEQT