VFSUX vs. HEQT
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 0.15, 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.
Performance
VFSUX vs. HEQT - Performance Comparison
Key characteristics
VFSUX:
2.68
HEQT:
1.03
VFSUX:
4.42
HEQT:
1.47
VFSUX:
1.58
HEQT:
1.21
VFSUX:
4.51
HEQT:
1.01
VFSUX:
14.04
HEQT:
3.84
VFSUX:
0.53%
HEQT:
2.78%
VFSUX:
2.77%
HEQT:
10.33%
VFSUX:
-9.58%
HEQT:
-11.51%
VFSUX:
-0.29%
HEQT:
-6.10%
Returns By Period
In the year-to-date period, VFSUX achieves a 2.00% return, which is significantly higher than HEQT's -2.78% return.
VFSUX
2.00%
0.67%
2.73%
7.52%
2.27%
2.32%
HEQT
-2.78%
-0.63%
-1.47%
9.91%
N/A
N/A
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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.
Risk-Adjusted Performance
VFSUX vs. HEQT — Risk-Adjusted Performance Rank
VFSUX
HEQT
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.
Dividends
VFSUX vs. HEQT - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.28%, more than HEQT's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.28% | 4.16% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% |
HEQT Simplify Hedged Equity ETF | 1.26% | 1.29% | 4.11% | 3.93% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFSUX vs. HEQT - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.58%, smaller than the maximum HEQT drawdown of -11.51%. Use the drawdown chart below to compare losses from any high point for VFSUX and HEQT. For additional features, visit the drawdowns tool.
Volatility
VFSUX vs. HEQT - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 1.20%, while Simplify Hedged Equity ETF (HEQT) has a volatility of 5.78%. This indicates that VFSUX experiences smaller price fluctuations and is considered to be less risky than HEQT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.