Screener
TACK vs HEQT
Fairlead Tactical Sector Fund vs Simplify Hedged Equity ETF
Key differences
TACK is a mixed asset ETF, while HEQT is an alternative ETF. TACK charges 0.69% a year and HEQT 0.43%.
- TACK is a mixed asset fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; HEQT uses long short.
- HEQT costs 0.26% less per year.
- Over the last three years, HEQT has delivered higher annualized returns.
Side-by-side comparison
| TACK | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.43% |
| Fund size (AUM) | $283M | $323M |
| Since | 2022 | 2021 |
| Dividend yield | 1.22% | 1.19% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | -88.7% | +12.7% |
| CAGR 3Y | -48.6% | +12.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.43 | 1.12 |
| Volatility 1Y | 90.58% | 6.49% |
| Max drawdown | -90.38% | -11.51% |
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