Screener
SHDG vs HEQT
Soundwatch Hedged Equity ETF vs Simplify Hedged Equity ETF
Key differences
Both SHDG and HEQT are alternative ETFs. SHDG charges 0.91% a year and HEQT 0.43%. The main difference: HEQT costs 0.48% less per year.
- HEQT costs 0.48% less per year.
- SHDG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHDG | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.43% |
| Fund size (AUM) | $164M | $323M |
| Since | 2016 | 2021 |
| Dividend yield | 0.49% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +11.6% | +13.6% |
| CAGR 3Y | +12.8% | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | 1.16 |
| Volatility 1Y | 7.78% | 6.52% |
| Max drawdown | -15.82% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.