Compare · 2 funds side by side · dividends reinvested

HEQT and VIG

HEQTSimplify×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

HEQT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Simplify Hedged Equity ETFDefined Outcome · Hedged equity0.48%1.19%+5.6%+7.1%+14.2%+8.3%−5.1%8.0%$303M1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Hedged Equity ETF · $303M$14,909

HEQT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

HEQTMeasureVIG

+5.6%Year to dateJan 1 → Nov 6+12.1%

+7.1%1 yearTotal return+14.3%

+14.2%3 years · per year$10,000 became $14,896 · $16,669+18.6%

+8.3%5 years · per year$10,000 became $14,909 · $16,243+10.2%

0.48%Expense ratio$48 · $4 a year on $10k · lower is better0.04%

1.19%Trailing 12-mo yield$119 · $150 a year on $10k1.50%

−5.1%Worst dropSmaller is better−7.9%

8.0%VolatilityLower is calmer10.8%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

HEQT

99.8%in top 5

VIG

in top 522.1%

HEQTStockVIG

99.8%IVVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

HEQT vs VIG Returns, Every Period

SimplifyHEQT

+8.3%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

HEQTVIGFaded: behind in that period

0–4VIG wins

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

Defined Outcome vs Income: HEQT vs VIG

YTD

SimplifyHEQT

+5.6%

VIGVanguard

+12.1%

+5.6%Year to date+12.1%

−5.1%Worst drop · 1Y−7.9%

8.0%Volatility · 1Y10.8%

1.2%Yield1.5%

$303MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: HEQT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HEQT0.48%$48

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

Yields: HEQT, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

HEQT1.19%$119

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

HEQT$119 − $48 = $71

KeptFee

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

Overlap: HEQT, VIG

Today

0.0%most shared, HEQT and VIG

HEQTVIG

HEQT—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

HEQTWorst drop−5.1%8.0% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

VIGHEQT

+12.1%Year to date+5.6%

1.5%Yield1.2%

+14.3%Past year+7.1%

0.04%Fee0.48%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026