Screener
SPBC vs HEQT
Simplify US Equity PLUS Bitcoin Strategy ETF vs Simplify Hedged Equity ETF
Key differences
Both SPBC and HEQT are alternative ETFs. SPBC charges 0.54% a year and HEQT 0.43%. The main difference: SPBC follows a multi strategy strategy; HEQT uses long short.
- SPBC follows a multi strategy strategy; HEQT uses long short.
- HEQT costs 0.11% less per year.
- HEQT is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPBC has delivered higher annualized returns.
Side-by-side comparison
| SPBC | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.43% |
| Fund size (AUM) | $45M | $323M |
| Since | 2021 | 2021 |
| Dividend yield | 0.82% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | long short |
| CAGR 1Y | +17.8% | +13.6% |
| CAGR 3Y | +27.7% | +13.2% |
| CAGR 5Y | +15.7% | N/A |
| Sharpe 3Y | 1.27 | 1.16 |
| Volatility 1Y | 14.86% | 6.52% |
| Max drawdown | -33.81% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.