Screener
SCHK vs HEQT
Schwab 1000 ETF vs Simplify Hedged Equity ETF
Key differences
- SCHK costs 0.40% less per year.
- SCHK is significantly larger than HEQT — larger funds tend to be more liquid and less likely to close.
- SCHK is classified as equity, while HEQT is alternative — different risk/return profiles.
- SCHK follows a index tracking strategy; HEQT uses option income.
- Over the last 3 years, SCHK has delivered higher annualized returns.
Side-by-side comparison
| SCHK | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.43% |
| Fund size (AUM) | $5.3B | $321M |
| Since | 2017 | 2021 |
| Dividend yield | 1.06% | 1.21% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +29.0% | +15.3% |
| CAGR 3Y | +23.1% | +13.9% |
| CAGR 5Y | +13.3% | N/A |
| Sharpe 3Y | 1.22 | 1.24 |
| Volatility 1Y | 12.30% | 6.50% |
| Max drawdown | -34.80% | -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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