HEDGvsHEQTETF Comparison
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Equable Shares Hedged Equity ETF (HEDG) and Simplify Hedged Equity ETF (HEQT) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. HEDG is more expensive with a Total Expense Ratio (TER) of 0.96%, versus 0.53% for HEQT. HEDG is up 2.98% year-to-date (YTD) with +$72M in YTD flows. HEQT performs better with 4.16% YTD performance, and -$49M in YTD flows. Run a side-by-side ETF comparison of HEDG and HEQT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEDG vs HEQT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEDG HEQT | -0.19%-0.62% | +0.55%+1.30% | +2.98%+4.16% | n/a+10.08% | n/a+40.75% | n/an/a |
| Flows | HEDG HEQT | +$5M-$21M | +$21M-$31M | +$72M-$49M | --$41M | -+$118M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEDG HEQT | +4.05%+6.25% | n/a+6.62% | n/a+7.72% | n/an/a |
| Max drawdown | HEDG HEQT | -1.18%-1.91% | n/a-5.27% | n/a-10.18% | n/an/a |
| Max drawdown duration | HEDG HEQT | 14d14d | n/a49d | n/a149d | n/an/a |
Trading data
HEDG | HEQT | |
Last sale 7/30/2026 at 6:51 PM | $30.11 | $33.46 |
| Previous close 07/29/2026 | $29.88 | $33.17 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/30/2026 at 6:51 PM
Live
Closed
HEDG | HEQT | |
|---|---|---|
| Last price | $30.11 | $33.46 |
| 1D performance | +0.77% | +0.86% |
| AuM | $421.04 M | $292.50 M |
| E/R | 0.96% | 0.53% |
Characteristics
HEDG | HEQT | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Equable Shares | Simplify |
| Benchmark | - | - |
| N° of holdings | 497 | 497 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 13, 2025 | November 2, 2021 |
| ESG | No | No |
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Exposure
Countries
HEDG
USA
94.45%
Other
5.55%
HEQT
USA
97.8%
Other
2.2%
Sectors
HEDG
Technology
44.34%
Finance
12.74%
Consumer Non-Cycl.
8.5%
Healthcare
8.4%
Industrials
7.7%
Other
18.32%
HEQT
Technology
45.9%
Finance
13.19%
Consumer Non-Cycl.
8.8%
Healthcare
8.69%
Industrials
7.97%
Other
15.46%
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Diversification
HEDG
Total weight of top 15 holdings out of 15
41.76%
HEQT
Total weight of top 15 holdings out of 15
43.23%
Top 15 holdings
Data as of June 30, 2026
HEDG
NVIDIA Corp.
7.27%
Apple, Inc.
6.38%
Microsoft Corp.
4.16%
Amazon.com, Inc.
3.50%
Alphabet, Inc.
3.14%
Broadcom Inc.
2.68%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
1.95%
Meta Platforms, Inc.
1.86%
Tesla, Inc.
1.78%
Eli Lilly & Co.
1.42%
Advanced Micro Devices, Inc.
1.42%
Berkshire Hathaway, Inc.
1.38%
JPMorgan Chase & Co.
1.32%
Intel Corp.
0.99%
HEQT
NVIDIA Corp.
7.53%
Apple, Inc.
6.60%
Microsoft Corp.
4.30%
Amazon.com, Inc.
3.62%
Alphabet, Inc.
3.26%
Broadcom Inc.
2.78%
Alphabet, Inc.
2.59%
Micron Technology, Inc.
2.02%
Meta Platforms, Inc.
1.92%
Tesla, Inc.
1.84%
Eli Lilly & Co.
1.47%
Advanced Micro Devices, Inc.
1.47%
Berkshire Hathaway, Inc.
1.43%
JPMorgan Chase & Co.
1.36%
Intel Corp.
1.02%
Frequently asked questions about HEDG and HEQT
How have the HEDG and HEQT ETFs performed in 2026?
As of July 29, 2026, HEDG is up 2.98% year-to-date (YTD), while HEQT has returned 4.16%. That puts HEQT better performer ahead so far this year.
Which ETF is attracting more investor money: HEDG or HEQT?
Year-to-date, the HEDG ETF saw +$72M in flows, compared to -$49M for HEQT.
Which ETF is bigger: HEDG or HEQT?
As of July 29, 2026, HEDG holds $421.04 M in assets under management (AUM), while HEQT manages $292.50 M.
What sectors do the HEDG and HEQT ETFs invest in?
HEDG leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, HEQT focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HEDG ETF and HEQT ETF?
HEDG top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. HEQT holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: HEDG or HEQT?
HEDG holds 505 securities with 41.76% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 43.23%.
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Latest news about HEDG & HEQT
Tony’s ETF Buyer’s Guide: Hedged Equity ETFs
February 10, 2026
HEQT
Equable Shares Converts Flagship Fund into the Equable Shares Hedged Equity ETF (HEDG)
November 24, 2025
HEDG
Ask the Manager: Ron Santella on How Hedged Equity Fits Into a Diversified Portfolio
November 14, 2025
HEDG
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HEQT
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