Screener
SPD vs HEQT
Simplify US Equity PLUS Downside Convexity ETF vs Simplify Hedged Equity ETF
Key differences
Both SPD and HEQT are alternative ETFs. SPD charges 0.53% a year and HEQT 0.43%. The main difference: SPD follows a volatility strategy strategy; HEQT uses long short.
- SPD follows a volatility strategy strategy; HEQT uses long short.
- HEQT costs 0.10% less per year.
- Over the last three years, SPD has delivered higher annualized returns.
Side-by-side comparison
| SPD | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.43% |
| Fund size (AUM) | $108M | $323M |
| Since | 2020 | 2021 |
| Dividend yield | 0.95% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | volatility strategy | long short |
| CAGR 1Y | +12.8% | +13.6% |
| CAGR 3Y | +17.5% | +13.2% |
| CAGR 5Y | +8.1% | N/A |
| Sharpe 3Y | 0.82 | 1.16 |
| Volatility 1Y | 13.45% | 6.52% |
| Max drawdown | -27.38% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.