Compare · 2 funds side by side · dividends reinvested

HEQT and SPYT

HEQTSimplify×SPYTDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,406HEQT · best of the two

02 / 04

HEQT and SPYT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Hedged Equity ETFDefined Outcome · Hedged equity0.48%1.16%+8.7%+10.0%+15.6%+9.0%−5.1%7.5%$310M1.4

Defiance S&P 500 Target Income ETFIncome · Dividend stocks0.92%21.12%+12.1%+11.6%[…][…]−8.0%11.7%$166M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: HEQT 2021 · SPYT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Hedged Equity ETF · $310M$15,406

HEQT

SPYT

Defiance S&P 500 Target Income ETF · $166M[…]

$10,000 five years ago, dividends reinvested · they hold 99.3% in common

HEQTMeasureSPYT

+8.7%Year to dateJan 1 → Nov 4+12.1%

+10.0%1 yearTotal return+11.6%

+15.6%3 years · per year$10,000 became $15,455 · […][…]

+9.0%5 years · per year$10,000 became $15,406 · […][…]

0.48%Expense ratio$48 · $92 a year on $10k · lower is better0.92%

1.16%Trailing 12-mo yield$116 · $2,112 a year on $10k21.12%

−5.1%Worst dropSmaller is better−8.0%

7.5%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEQT vs SPYT: Top 5 Holdings

Today

HEQT

99.3%in top 5

SPYT

in top 599.8%

HEQTStockSPYT

99.3%IVV99.8%

Held in common99.3%

End-of-day Nov 4, 2026 · share of each fund

HEQT vs SPYT Returns, Every Period

SimplifyHEQT

+10.0%

past year

SPYTDefiance

+11.6%

past year

HEQTSPYTFaded: behind in that period

0–2SPYT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: HEQT vs SPYT

YTD

SimplifyHEQT

+8.7%

SPYTDefiance

+12.1%

+8.7%Year to date+12.1%

−5.1%Worst drop · 1Y−8.0%

7.5%Volatility · 1Y11.7%

1.2%Yield21.1%

$310MAssets$166M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEQT, SPYT

Today

0.48%lowest, HEQT

FundExpense ratioFee$10k

HEQT0.48%$48

SPYT0.92%$92

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HEQT, SPYT

21.12%highest, SPYT

FundTrailing yieldYield$10k

SPYT21.12%$2,112

HEQT1.16%$116

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,020most kept, SPYT

SPYT$2,112 − $92 = $2,020

HEQT$116 − $48 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HEQT, SPYT

Today

99.3%most shared, HEQT and SPYT

HEQTSPYT

HEQT—99.3%

SPYT99.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%SPYT, at 11.7% volatility

HEQTWorst drop−5.1%7.5% vol

SPYTWorst drop−8.0%11.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYTHEQT

+12.1%Year to date+8.7%

21.1%Yield1.2%

+11.6%Past year+10.0%

0.92%Fee0.48%

3–1SPYT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026