Skip to content
Beacon
Screener

TYA vs HEQT

Simplify Intermediate Term Treasury Futures Strategy ETF vs Simplify Hedged Equity ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

HEQT

Simplify Hedged Equity ETF

Simplify Asset Management

Annual cost

0.43%

Fund size

$321M

Key differences

  • TYA costs 0.18% less per year.
  • HEQT is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • TYA is classified as fixed income, while HEQT is alternative — different risk/return profiles.
  • TYA follows a active selection strategy; HEQT uses option income.
  • Over the last 3 years, HEQT has delivered higher annualized returns.

Side-by-side comparison

TYAHEQT
Annual cost (TER)0.25%0.43%
Fund size (AUM)$67M$321M
Since20212021
Dividend yield3.86%1.21%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.5%+15.3%
CAGR 3Y-4.0%+13.9%
CAGR 5YN/AN/A
Sharpe 3Y-0.351.24
Volatility 1Y13.04%6.50%
Max drawdown-51.15%-11.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TYA and HEQT