Screener
SSPY vs HEQT
Stratified LargeCap Index ETF vs Simplify Hedged Equity ETF
Key differences
- SSPY is classified as equity, while HEQT is alternative — different risk/return profiles.
- SSPY follows a index tracking strategy; HEQT uses option income.
- Over the last 3 years, SSPY has delivered higher annualized returns.
Side-by-side comparison
| SSPY | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.43% |
| Fund size (AUM) | $122M | $321M |
| Since | 2019 | 2021 |
| Dividend yield | 1.29% | 1.21% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +21.2% | +15.3% |
| CAGR 3Y | +15.1% | +13.9% |
| CAGR 5Y | +9.1% | N/A |
| Sharpe 3Y | 0.85 | 1.24 |
| Volatility 1Y | 10.79% | 6.50% |
| Max drawdown | -36.67% | -11.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SSPY and HEQT
Explore further