HEQT vs. VFSUX
Compare and contrast key facts about Simplify Hedged Equity ETF (HEQT) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
HEQT is an actively managed fund by Simplify. It was launched on Nov 1, 2021. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
HEQT vs. VFSUX - Performance Comparison
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HEQT vs. VFSUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HEQT Simplify Hedged Equity ETF | -1.81% | 10.08% | 18.30% | 16.61% | -8.25% | 2.16% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | -0.19% | 6.87% | 5.08% | 6.17% | -5.75% | -0.28% |
Returns By Period
In the year-to-date period, HEQT achieves a -1.81% return, which is significantly lower than VFSUX's -0.19% return.
HEQT
- 1D
- -0.41%
- 1M
- -3.20%
- YTD
- -1.81%
- 6M
- 0.91%
- 1Y
- 11.06%
- 3Y*
- 12.38%
- 5Y*
- —
- 10Y*
- —
VFSUX
- 1D
- 0.19%
- 1M
- -1.04%
- YTD
- -0.19%
- 6M
- 0.87%
- 1Y
- 4.56%
- 3Y*
- 5.31%
- 5Y*
- 2.33%
- 10Y*
- 2.61%
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HEQT vs. VFSUX - Expense Ratio Comparison
HEQT has a 0.53% expense ratio, which is higher than VFSUX's 0.10% expense ratio.
Return for Risk
HEQT vs. VFSUX — Risk / Return Rank
HEQT
VFSUX
HEQT vs. VFSUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Hedged Equity ETF (HEQT) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HEQT | VFSUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.84 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.90 | 3.00 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.97 | -0.82 |
Martin ratioReturn relative to average drawdown | 9.20 | 11.85 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HEQT | VFSUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.84 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.34 | -0.41 |
Correlation
The correlation between HEQT and VFSUX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HEQT vs. VFSUX - Dividend Comparison
HEQT's dividend yield for the trailing twelve months is around 1.28%, less than VFSUX's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEQT Simplify Hedged Equity ETF | 1.28% | 1.19% | 1.29% | 4.10% | 3.94% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.29% | 4.59% | 4.16% | 3.14% | 2.03% | 1.79% | 2.34% | 2.92% | 2.79% | 2.11% | 2.14% | 2.09% |
Drawdowns
HEQT vs. VFSUX - Drawdown Comparison
The maximum HEQT drawdown since its inception was -11.51%, which is greater than VFSUX's maximum drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for HEQT and VFSUX.
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Drawdown Indicators
| HEQT | VFSUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.51% | -9.24% | -2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -1.71% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -9.24% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.24% | — |
Current DrawdownCurrent decline from peak | -3.58% | -1.23% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -2.88% | -0.88% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 0.43% | +0.79% |
Volatility
HEQT vs. VFSUX - Volatility Comparison
Simplify Hedged Equity ETF (HEQT) has a higher volatility of 3.50% compared to Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) at 0.78%. This indicates that HEQT's price experiences larger fluctuations and is considered to be riskier than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HEQT | VFSUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 0.78% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 5.60% | 1.51% | +4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.45% | 2.53% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.57% | 2.95% | +5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 2.47% | +6.10% |