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QQH vs HEQT

HCM Defender 100 Index ETF vs Simplify Hedged Equity ETF

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • HEQT costs 0.55% less per year.
  • QQH follows a active selection strategy; HEQT uses option income.
  • Over the last 3 years, QQH has delivered higher annualized returns.

Side-by-side comparison

QQHHEQT
Annual cost (TER)0.98%0.43%
Fund size (AUM)$697M$321M
Since20192021
Dividend yield0.21%1.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+39.5%+15.3%
CAGR 3Y+27.9%+13.9%
CAGR 5Y+15.1%N/A
Sharpe 3Y1.071.24
Volatility 1Y20.79%6.50%
Max drawdown-41.87%-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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