HEQT vs AGD

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

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

HEQT vs AGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

HEQT

$323M

AGD

$322M

Expense Ratio

HEQT

0.43%

AGD

N/A

Max Drawdown

Winner

HEQT

13.07%

AGD

88.29%

Sharpe Ratio

Winner

HEQT

1.43

AGD

1.08

5Y Beta

Winner

HEQT

0.47

AGD

0.70

5Y Dividends CAGR

HEQT

N/A

AGD

13.82%

HEQT vs AGD - Historical Returns

Returns include dividend reinvestment.

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

Winner

HEQT

+0.28%

AGD

-2.57%

HEQT

+5.18%

Winner

AGD

+7.99%

HEQT

+4.75%

Winner

AGD

+13.27%

HEQT

+13.60%

Winner

AGD

+28.89%

5Y(CAGR)

HEQT

+8.95%

Winner

AGD

+9.59%

10Y(CAGR)

HEQT

N/A

AGD

+13.03%

Max(CAGR)

Winner

HEQT

+8.95%

AGD

+4.55%

HEQT vs AGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

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

HEQT vs AGD Drawdown Comparison

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

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

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

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

Correlation

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

0.93

-101

Dividend Comparison (2006 - 2026)

HEQT vs AGD dividend yield comparison.

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