ZALT vs. HEQT

In the year-to-date period, ZALT achieves a 2.02% return, which is significantly higher than HEQT's -0.54% return.

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ZALT has a 0.69% expense ratio, which is higher than HEQT's 0.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) 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.

The current ZALT Sharpe Ratio is 1.07, which is comparable to the HEQT Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of ZALT and HEQT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ZALT has not paid dividends to shareholders, while HEQT's dividend yield for the trailing twelve months is around 1.23%.

The maximum ZALT drawdown since its inception was -8.19%, smaller than the maximum HEQT drawdown of -11.51%. Use the drawdown chart below to compare losses from any high point for ZALT and HEQT. For additional features, visit the drawdowns tool.

The current volatility for Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) is 1.63%, while Simplify Hedged Equity ETF (HEQT) has a volatility of 1.80%. This indicates that ZALT 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.