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RPHS vs HEQT

Regents Park Hedged Market Strategy ETF vs Simplify Hedged Equity ETF

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both RPHS and HEQT are alternative ETFs. RPHS charges 0.75% a year and HEQT 0.43%. The main difference: RPHS follows a active selection strategy; HEQT uses long short.

  • RPHS follows a active selection strategy; HEQT uses long short.
  • HEQT costs 0.32% less per year.
  • HEQT is much larger than RPHS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RPHS has delivered higher annualized returns.

Side-by-side comparison

RPHSHEQT
Annual cost (TER)0.75%0.43%
Fund size (AUM)$56M$323M
Since20222021
Dividend yield2.76%1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+16.5%+13.6%
CAGR 3Y+14.4%+13.2%
CAGR 5YN/AN/A
Sharpe 3Y0.941.16
Volatility 1Y10.73%6.52%
Max drawdown-15.77%-11.51%

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

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