BLCV vs HEQT

Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF).

BLCV vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLCV(ETF)	HEQT(ETF)
Net Assets	$325M	$323M
Expense Ratio	0.46%	0.43%
Max Drawdown	14.20%	13.07%
Sharpe Ratio	1.42	1.43
5Y Beta	0.69	0.47
P/E Ratio	23.39	N/A
Forward P/E	16.65	N/A
PEG Ratio	0.39	N/A
5Y EPS CAGR	15.54%	N/A
P/S Ratio	1.61	N/A
P/B Ratio	2.77	N/A

Net Assets

Winner

BLCV

$325M

HEQT

$323M

Expense Ratio

BLCV

0.46%

Winner

HEQT

0.43%

Max Drawdown

BLCV

14.20%

Winner

HEQT

13.07%

Sharpe Ratio

BLCV

1.42

Winner

HEQT

1.43

5Y Beta

BLCV

0.69

Winner

HEQT

0.47

P/E Ratio

BLCV

23.39

HEQT

N/A

Forward P/E

BLCV

16.65

HEQT

N/A

PEG Ratio

BLCV

0.39

HEQT

N/A

5Y EPS CAGR

BLCV

15.54%

HEQT

N/A

P/S Ratio

BLCV

1.61

HEQT

N/A

P/B Ratio

BLCV

2.77

HEQT

N/A

BLCV vs HEQT - Holdings Comparison

BLCV and HEQT have 0 common holdings. Overlap is 0.00%

BLCV's top 25 holdings weight is 64.40%. HEQT's top 25 holdings weight is 104.75%.

Rank	BLCV	HEQT
#1	WESTERN DIGITAL CORP (WDC) - 6.03%	ISHARES CORE S&P 500 ETF (IVV) - 104.75%
#2	AMAZON.COM INC (AMZN) - 3.83%	N/A
#3	WESCO INTERNATIONAL INC (WCC) - 3.80%	N/A
#4	MICROSOFT CORP (MSFT) - 3.52%	N/A
#5	WELLS FARGO & CO (WFC) - 2.91%	N/A
#6	BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.86%	N/A
#7	CHARLES SCHWAB CORP (SCHW) - 2.78%	N/A
#8	CVS HEALTH CORP (CVS) - 2.73%	N/A
#9	BOEING CO (BA) - 2.60%	N/A
#10	KEURIG DR PEPPER INC (KDP) - 2.44%	N/A
#11	APPLIED MATERIALS INC (AMAT) - 2.36%	N/A
#12	PPG INDUSTRIES INC (PPG) - 2.34%	N/A
#13	HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.31%	N/A
#14	ALPHABET INC CLASS A (GOOGL) - 2.31%	N/A
#15	FEDEX CORP (FDX) - 2.27%	N/A
#16	CITIGROUP INC (C) - 2.24%	N/A
#17	META PLATFORMS INC CLASS A (META) - 2.11%	N/A
#18	TEXAS INSTRUMENTS INC (TXN) - 2.08%	N/A
#19	INTERCONTINENTAL EXCHANGE INC (ICE) - 2.04%	N/A
#20	BP PLC ADR (BP) - 1.93%	N/A
#21	BAXTER INTERNATIONAL INC (BAX) - 1.80%	N/A
#22	THE WALT DISNEY CO (DIS) - 1.78%	N/A
#23	HASBRO INC (HAS) - 1.78%	N/A
#24	APTIV PLC (APTV) - 1.78%	N/A
#25	UNITEDHEALTH GROUP INC (UNH) - 1.77%	N/A
Total Holdings	59	1

BLCV vs HEQT - Historical Returns

Returns include dividend reinvestment.

Period	BLCV	HEQT
1 month	+3.87%	+0.28%
3 months	+11.68%	+5.18%
6 months	+8.88%	+4.75%
1 year	+21.64%	+13.60%
5 years(CAGR)	N/A	+8.95%
Max(CAGR)	+19.14%	+8.95%

Winner

BLCV

+3.87%

HEQT

+0.28%

Winner

BLCV

+11.68%

HEQT

+5.18%

Winner

BLCV

+8.88%

HEQT

+4.75%

Winner

BLCV

+21.64%

HEQT

+13.60%

5Y(CAGR)

BLCV

N/A

HEQT

+8.95%

Max(CAGR)

Winner

BLCV

+19.14%

HEQT

+8.95%

BLCV vs HEQT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BLCV	HEQT
2026	+8.41%	+4.33%
2025	+20.30%	+10.19%
2024	+12.01%	+18.25%
2023	+15.73%	+16.76%
2022	N/A	-8.51%
2021	N/A	+2.16%

BLCV vs HEQT Drawdown Comparison

The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.

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

The current HEQT drawdown is -0.69%.

Rank	BLCV	HEQT
#1	-13.43% Nov 29, 2024 - May 19, 2025	-11.51% Jan 4, 2022 - Jun 6, 2023
#2	-9.92% Feb 6, 2026 - Apr 30, 2026	-10.56% Feb 19, 2025 - Jul 22, 2025
#3	-9.21% Jul 25, 2023 - Nov 30, 2023	-5.87% Aug 30, 2023 - Nov 20, 2023
#4	-5.11% Mar 28, 2024 - May 15, 2024	-5.09% Feb 25, 2026 - Apr 16, 2026
#5	-4.81% Jul 31, 2024 - Aug 21, 2024	-5.04% Jul 16, 2024 - Aug 19, 2024
#6	-3.89% Nov 12, 2025 - Nov 26, 2025	-2.99% Aug 30, 2024 - Sep 16, 2024
#7	-3.88% May 16, 2024 - Jul 16, 2024	-2.90% Dec 11, 2024 - Jan 22, 2025
#8	-3.22% Oct 3, 2025 - Oct 24, 2025	-2.68% Mar 28, 2024 - May 6, 2024
#9	-3.15% Jul 25, 2025 - Aug 13, 2025	-2.57% Nov 11, 2025 - Nov 28, 2025
#10	-3.11% Aug 30, 2024 - Sep 30, 2024	-2.26% Jul 31, 2023 - Aug 30, 2023
#11	-2.99% Oct 16, 2024 - Nov 6, 2024	-2.03% Nov 18, 2021 - Dec 8, 2021
#12	-2.75% May 19, 2025 - Jun 6, 2025	-1.61% Jun 2, 2026 - Jun 10, 2026
#13	-2.37% Jul 17, 2024 - Jul 30, 2024	-1.51% Feb 2, 2026 - Feb 9, 2026
#14	-2.33% Aug 22, 2025 - Oct 3, 2025	-1.48% Dec 15, 2021 - Dec 23, 2021
#15	-2.31% Jun 4, 2026 - Jun 12, 2026	-1.47% Dec 11, 2025 - Dec 22, 2025