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RMIF vs HEQT

LHA Risk-Managed Income ETF vs Simplify Hedged Equity ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

RMIF is a fixed income ETF, while HEQT is an alternative ETF. RMIF charges 1.55% a year and HEQT 0.43%.

  • RMIF is a fixed income fund, while HEQT is an alternative fund. They carry different risk/return profiles.
  • RMIF follows a active selection strategy; HEQT uses long short.
  • HEQT costs 1.12% less per year.
  • HEQT is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFHEQT
Annual cost (TER)1.55%0.43%
Fund size (AUM)$26M$323M
Since20232021
Dividend yield5.29%1.19%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+3.0%+13.6%
CAGR 3YN/A+13.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y2.65%6.52%
Max drawdown-3.01%-11.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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