Screener
SHUS vs HEQT
Stratified LargeCap Hedged ETF vs Simplify Hedged Equity ETF
Key differences
- HEQT costs 0.36% less per year.
- HEQT is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| SHUS | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.43% |
| Fund size (AUM) | $24M | $321M |
| Since | 2021 | 2021 |
| Dividend yield | 1.29% | 1.21% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +17.7% | +15.3% |
| CAGR 3Y | +10.5% | +13.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.61 | 1.24 |
| Volatility 1Y | 10.18% | 6.50% |
| Max drawdown | -14.09% | -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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