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WTLS vs HEQT

Wisdomtree Efficient Long/Short US Equity Fund vs Simplify Hedged Equity ETF

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

HEQT

Simplify Hedged Equity ETF

Annual cost

0.43%

Fund size

$323M

Key differences

Both WTLS and HEQT are alternative ETFs. WTLS charges 0.88% a year and HEQT 0.43%. The main difference: HEQT costs 0.45% less per year.

  • HEQT costs 0.45% less per year.
  • HEQT is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • HEQT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSHEQT
Annual cost (TER)0.88%0.43%
Fund size (AUM)$12M$323M
Since20262021
Dividend yield1.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/A+13.6%
CAGR 3YN/A+13.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y6.52%
Max drawdown-8.95%-11.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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