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VFSUX vs. HEQT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VFSUX vs. HEQT

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Simplify Hedged Equity ETF (HEQT).

VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. HEQT is an actively managed fund by Simplify Asset Management. It was launched on Nov 1, 2021.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSUX or HEQT.

Correlation

The correlation between VFSUX and HEQT is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VFSUX vs. HEQT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Simplify Hedged Equity ETF (HEQT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VFSUX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HEQT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VFSUX vs. HEQT - Expense Ratio Comparison

VFSUX has a 0.10% expense ratio, which is lower than HEQT's 0.53% expense ratio.

HEQT
Simplify Hedged Equity ETF
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares

Risk-Adjusted Performance

VFSUX vs. HEQT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VFSUX
The Risk-Adjusted Performance Rank of VFSUX is 9595
Overall Rank
The Sharpe Ratio Rank of VFSUX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of VFSUX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of VFSUX is 9393
Omega Ratio Rank
The Calmar Ratio Rank of VFSUX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of VFSUX is 9595
Martin Ratio Rank
HEQT
The Risk-Adjusted Performance Rank of HEQT is 8080
Overall Rank
The Sharpe Ratio Rank of HEQT is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of HEQT is 8080
Sortino Ratio Rank
The Omega Ratio Rank of HEQT is 8080
Omega Ratio Rank
The Calmar Ratio Rank of HEQT is 8181
Calmar Ratio Rank
The Martin Ratio Rank of HEQT is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VFSUX vs. HEQT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Simplify Hedged Equity ETF (HEQT). 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.

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Dividends

VFSUX vs. HEQT - Dividend Comparison

VFSUX has not paid dividends to shareholders, while HEQT's dividend yield for the trailing twelve months is around 1.25%.

TTM20242023202220212020201920182017201620152014
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HEQT
Simplify Hedged Equity ETF		1.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VFSUX vs. HEQT - Drawdown Comparison

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Volatility

VFSUX vs. HEQT - Volatility Comparison

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