Screener
WTMF vs HEQT
WisdomTree Managed Futures Strategy Fund vs Simplify Hedged Equity ETF
Key differences
Both WTMF and HEQT are alternative ETFs. WTMF charges 0.66% a year and HEQT 0.43%. The main difference: WTMF follows a managed futures strategy; HEQT uses long short.
- WTMF follows a managed futures strategy; HEQT uses long short.
- HEQT costs 0.23% less per year.
- Over the last three years, HEQT has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.43% |
| Fund size (AUM) | $235M | $323M |
| Since | 2011 | 2021 |
| Dividend yield | 2.80% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | managed futures | long short |
| CAGR 1Y | +20.2% | +13.6% |
| CAGR 3Y | +9.7% | +13.2% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.69 | 1.16 |
| Volatility 1Y | 8.93% | 6.52% |
| Max drawdown | -15.62% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.