Compare · 2 funds side by side · dividends reinvested

HEQT and HEGD

HEQTSimplify×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,909HEQT · best of the two

02 / 04

HEQT and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Hedged Equity ETFDefined Outcome · Hedged equity0.48%1.19%+5.6%+7.1%+14.2%+8.3%−5.1%8.0%$304M1.1

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.0%+4.2%+14.0%+7.0%−4.6%8.5%$719M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HEQT 2021 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Hedged Equity ETF · $304M$14,909

HEQT

HEGD

Swan Hedged Equity US Large Cap ETF · $719M$14,042

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEQTMeasureHEGD

+5.6%Year to dateJan 1 → Nov 6+4.0%

+7.1%1 yearTotal return+4.2%

+14.2%3 years · per year$10,000 became $14,896 · $14,811+14.0%

+8.3%5 years · per year$10,000 became $14,909 · $14,042+7.0%

0.48%Expense ratio$48 · $88 a year on $10k · lower is better0.88%

1.19%Trailing 12-mo yield$119 · $34 a year on $10k0.34%

−5.1%Worst dropSmaller is better−4.6%

8.0%VolatilityLower is calmer8.5%

HEQTHEGD Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1HEQT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEQT vs HEGD: Top 5 Holdings

Today

HEQT

99.8%in top 5

HEGD

in top 592.2%

HEQTStockHEGD

99.8%IVVnot top 5

not top 5SPY92.2%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

HEQT vs HEGD Returns, Every Period

SimplifyHEQT

+8.3%

5 years, per year

HEGDSwan

+7.0%

5 years, per year

HEQTHEGDFaded: behind in that period

4–0HEQT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HEQT vs HEGD

YTD

SimplifyHEQT

+5.6%

HEGDSwan

+4.0%

+5.6%Year to date+4.0%

−5.1%Worst drop · 1Y−4.6%

8.0%Volatility · 1Y8.5%

1.2%Yield0.3%

$304MAssets$719M

3–1HEQT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEQT, HEGD

Today

0.48%lowest, HEQT

FundExpense ratioFee$10k

HEQT0.48%$48

HEGD0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HEQT, HEGD

1.19%highest, HEQT

FundTrailing yieldYield$10k

HEQT1.19%$119

HEGD0.34%$34

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$71most kept, HEQT

HEQT$119 − $48 = $71

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HEQT, HEGD

Today

0.0%most shared, HEQT and HEGD

HEQTHEGD

HEQT—0.0%

HEGD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.1%HEQT, at 8.0% volatility

HEQTWorst drop−5.1%8.0% vol

HEGDWorst drop−4.6%8.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HEQTHEGD

+5.6%Year to date+4.0%

1.2%Yield0.3%

+7.1%Past year+4.2%

0.48%Fee0.88%

4–0HEQT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026