AGD vs HEQT

Comparison between abrdn Global Dynamic Dividend Fund (AGD, ETF) and SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF).

5-Year PerformanceAGD has outperformed HEQT, delivering a return of +9.6% compared to +9.0%

AGD vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGD(ETF)	HEQT(ETF)
Net Assets	$322M	$323M
Expense Ratio	N/A	0.43%
Max Drawdown	88.29%	13.07%
Sharpe Ratio	1.08	1.43
5Y Beta	0.70	0.47
5Y Dividends CAGR	13.82%	N/A

Net Assets

AGD

$322M

Winner

HEQT

$323M

Expense Ratio

AGD

N/A

HEQT

0.43%

Max Drawdown

AGD

88.29%

Winner

HEQT

13.07%

Sharpe Ratio

AGD

1.08

Winner

HEQT

1.43

5Y Beta

AGD

0.70

Winner

HEQT

0.47

5Y Dividends CAGR

AGD

13.82%

HEQT

N/A

AGD vs HEQT - Historical Returns

Returns include dividend reinvestment.

Period	AGD	HEQT
1 month	-2.57%	+0.28%
3 months	+7.99%	+5.18%
6 months	+13.27%	+4.75%
1 year	+28.89%	+13.60%
5 years(CAGR)	+9.59%	+8.95%
10 years(CAGR)	+13.03%	N/A
Max(CAGR)	+4.55%	+8.95%

AGD

-2.57%

Winner

HEQT

+0.28%

Winner

AGD

+7.99%

HEQT

+5.18%

Winner

AGD

+13.27%

HEQT

+4.75%

Winner

AGD

+28.89%

HEQT

+13.60%

5Y(CAGR)

Winner

AGD

+9.59%

HEQT

+8.95%

10Y(CAGR)

AGD

+13.03%

HEQT

N/A

Max(CAGR)

AGD

+4.55%

Winner

HEQT

+8.95%

AGD vs HEQT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AGD	HEQT
2026	+9.90%	+4.33%
2025	+33.99%	+10.19%
2024	+16.99%	+18.25%
2023	+7.01%	+16.76%
2022	-15.93%	-8.51%
2021	+25.32%	+2.16%
2020	+9.35%	N/A
2019	+31.56%	N/A
2018	-15.45%	N/A
2017	+29.62%	N/A
2016	+10.30%	N/A
2015	-2.57%	N/A
2014	+5.57%	N/A
2013	+2.55%	N/A
2012	+13.73%	N/A
2011	-22.93%	N/A
2010	-17.13%	N/A
2009	+56.50%	N/A
2008	-61.97%	N/A
2007	+10.39%	N/A
2006	+19.64%	N/A

AGD vs HEQT Drawdown Comparison

The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.

The maximum drawdown for HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 356 trading sessions.

The current AGD drawdown is -5.21%. The current HEQT drawdown is -0.69%.

Rank	AGD	HEQT
#1	-76.23% Jul 19, 2007 - Apr 1, 2021	-11.51% Jan 4, 2022 - Jun 6, 2023
#2	-28.14% Jan 14, 2022 - Jul 12, 2024	-10.56% Feb 19, 2025 - Jul 22, 2025
#3	-20.25% Oct 7, 2025 - Mar 30, 2026	-5.87% Aug 30, 2023 - Nov 20, 2023
#4	-14.97% Feb 19, 2025 - May 2, 2025	-5.09% Feb 25, 2026 - Apr 16, 2026
#5	-7.71% Feb 6, 2007 - Mar 30, 2007	-5.04% Jul 16, 2024 - Aug 19, 2024
#6	-7.28% Sep 3, 2021 - Nov 16, 2021	-2.99% Aug 30, 2024 - Sep 16, 2024
#7	-6.77% Jul 16, 2024 - Aug 14, 2024	-2.90% Dec 11, 2024 - Jan 22, 2025
#8	-6.50% Sep 30, 2024 - Jan 21, 2025	-2.68% Mar 28, 2024 - May 6, 2024
#9	-5.84% May 4, 2007 - Jul 3, 2007	-2.57% Nov 11, 2025 - Nov 28, 2025
#10	-5.41% Nov 16, 2021 - Jan 12, 2022	-2.26% Jul 31, 2023 - Aug 30, 2023
#11	-4.98% Dec 28, 2006 - Jan 30, 2007	-2.03% Nov 18, 2021 - Dec 8, 2021
#12	-4.49% Jun 9, 2021 - Aug 9, 2021	-1.61% Jun 2, 2026 - Jun 10, 2026
#13	-3.85% Aug 23, 2006 - Oct 17, 2006	-1.51% Feb 2, 2026 - Feb 9, 2026
#14	-3.49% Jul 25, 2025 - Aug 12, 2025	-1.48% Dec 15, 2021 - Dec 23, 2021
#15	-3.01% Aug 30, 2024 - Sep 19, 2024	-1.47% Dec 11, 2025 - Dec 22, 2025

Correlation

Correlation between AGD and HEQT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

AGD vs HEQT dividend yield comparison.

Year	AGD	HEQT
2026	4.93%	0.30%
2025	11.41%	1.19%
2024	10.46%	1.29%
2023	8.35%	4.10%
2022	8.25%	3.94%
2021	6.45%	0.27%
2020	7.47%	0.00%
2019	7.50%	0.00%
2018	9.17%	0.00%
2017	7.22%	0.00%
2016	8.89%	0.00%
2015	8.77%	0.00%
2014	7.80%	0.00%
2013	7.65%	0.00%
2012	14.36%	0.00%
2011	13.93%	0.00%
2010	15.88%	0.00%
2009	14.84%	0.00%
2008	28.85%	0.00%
2007	16.02%	0.00%
2006	3.81%	0.00%