Screener
TUG vs HEQT
STF Tactical Growth ETF vs Simplify Hedged Equity ETF
Key differences
TUG is a mixed asset ETF, while HEQT is an alternative ETF. TUG charges 0.65% a year and HEQT 0.43%.
- TUG is a mixed asset fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- TUG follows a active selection strategy; HEQT uses long short.
- HEQT costs 0.22% less per year.
- HEQT is much larger than TUG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUG has delivered higher annualized returns.
Side-by-side comparison
| TUG | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.43% |
| Fund size (AUM) | $45M | $323M |
| Since | 2022 | 2021 |
| Dividend yield | 0.52% | 1.19% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +30.3% | +12.7% |
| CAGR 3Y | +20.9% | +12.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.90 | 1.12 |
| Volatility 1Y | 17.01% | 6.49% |
| Max drawdown | -22.27% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.