HEQT vs SGDJ

Comparison between SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF) and Sprott Junior Gold Miners ETF (SGDJ, ETF).

5-Year PerformanceSGDJ has outperformed HEQT, delivering a return of +15.3% compared to +9.0%

HEQT vs SGDJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQT(ETF)	SGDJ(ETF)
Net Assets	$323M	$322M
Expense Ratio	0.43%	0.50%
Max Drawdown	13.07%	60.39%
Sharpe Ratio	1.43	1.25
5Y Beta	0.47	0.85
5Y Dividends CAGR	N/A	42.75%

Net Assets

Winner

HEQT

$323M

SGDJ

$322M

Expense Ratio

Winner

HEQT

0.43%

SGDJ

0.50%

Max Drawdown

Winner

HEQT

13.07%

SGDJ

60.39%

Sharpe Ratio

Winner

HEQT

1.43

SGDJ

1.25

5Y Beta

Winner

HEQT

0.47

SGDJ

0.85

5Y Dividends CAGR

HEQT

N/A

SGDJ

42.75%

HEQT vs SGDJ - Holdings Comparison

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

HEQT's top 25 holdings weight is 104.75%. SGDJ's top 25 holdings weight is 88.82%.

Rank	HEQT	SGDJ
#1	ISHARES CORE S&P 500 ETF (IVV) - 104.75%	KINGSGATE CONSOLIDATED LTD (n/a) - 4.90%
#2	N/A	CENTERRA GOLD INC (n/a) - 4.62%
#3	N/A	ARIS MINING CORP (n/a) - 4.44%
#4	N/A	WESDOME GOLD MINES LTD (WDOFF) - 4.27%
#5	N/A	ALLIED GOLD CORP (n/a) - 4.22%
#6	N/A	FORTUNA MINING CORP (n/a) - 4.22%
#7	N/A	SEABRIDGE GOLD INC (SA) - 4.21%
#8	N/A	VAULT MINERALS LTD (n/a) - 4.11%
#9	N/A	RUPERT RESOURCES LTD (RUPRF) - 4.07%
#10	N/A	PERPETUA RESOURCES CORP (n/a) - 3.97%
#11	N/A	TURK ALTIN ISLETMELERI AS (n/a) - 3.80%
#12	N/A	ENDEAVOUR SILVER CORP (EXK) - 3.73%
#13	N/A	ORA BANDA MINING LTD (n/a) - 3.44%
#14	N/A	SOUTHERN CROSS GOLD CONSOLIDATED LTD (n/a) - 3.20%
#15	N/A	EMERALD RESOURCES NL (n/a) - 3.18%
#16	N/A	BELLEVUE GOLD LTD (n/a) - 3.16%
#17	N/A	WEST AFRICAN RESOURCES LTD (n/a) - 3.10%
#18	N/A	ALKANE RESOURCES LTD (n/a) - 2.93%
#19	N/A	COLLECTIVE MINING LTD ORDINARY SHARES (CNL) - 2.92%
#20	N/A	RESOLUTE MINING LTD (n/a) - 2.89%
#21	N/A	MCEWEN INC (MUX) - 2.82%
#22	N/A	I-80 GOLD CORP (IAUX) - 2.75%
#23	N/A	AVINO SILVER & GOLD MINES LTD (ASM) - 2.74%
#24	N/A	DRDGOLD LTD (n/a) - 2.57%
#25	N/A	PREDICTIVE DISCOVERY LTD (n/a) - 2.56%
Total Holdings	1	36

HEQT vs SGDJ - Historical Returns

Returns include dividend reinvestment.

Period	HEQT	SGDJ
1 month	+0.28%	-18.40%
3 months	+5.18%	-18.55%
6 months	+4.75%	-2.00%
1 year	+13.60%	+68.37%
5 years(CAGR)	+8.95%	+15.26%
10 years(CAGR)	N/A	+10.58%
Max(CAGR)	+8.95%	+14.28%

Winner

HEQT

+0.28%

SGDJ

-18.40%

Winner

HEQT

+5.18%

SGDJ

-18.55%

Winner

HEQT

+4.75%

SGDJ

-2.00%

HEQT

+13.60%

Winner

SGDJ

+68.37%

5Y(CAGR)

HEQT

+8.95%

Winner

SGDJ

+15.26%

10Y(CAGR)

HEQT

N/A

SGDJ

+10.58%

Max(CAGR)

HEQT

+8.95%

Winner

SGDJ

+14.28%

HEQT vs SGDJ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HEQT	SGDJ
2026	+4.33%	-5.16%
2025	+10.19%	+161.09%
2024	+18.25%	+22.29%
2023	+16.76%	+3.83%
2022	-8.51%	-25.98%
2021	+2.16%	-20.23%
2020	N/A	+48.77%
2019	N/A	+35.63%
2018	N/A	-26.97%
2017	N/A	+0.83%
2016	N/A	+62.10%
2015	N/A	-18.28%

HEQT vs SGDJ Drawdown Comparison

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

The maximum drawdown for SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.

The current HEQT drawdown is -0.69%. The current SGDJ drawdown is -31.23%.

Rank	HEQT	SGDJ
#1	-11.51% Jan 4, 2022 - Jun 6, 2023	-59.26% Aug 4, 2016 - Jul 27, 2020
#2	-10.56% Feb 19, 2025 - Jul 22, 2025	-57.79% Jan 5, 2021 - Apr 15, 2025
#3	-5.87% Aug 30, 2023 - Nov 20, 2023	-38.44% May 15, 2015 - Mar 7, 2016
#4	-5.09% Feb 25, 2026 - Apr 16, 2026	-36.84% Feb 27, 2026 - Jun 10, 2026
#5	-5.04% Jul 16, 2024 - Aug 19, 2024	-19.68% Oct 16, 2025 - Dec 9, 2025
#6	-2.99% Aug 30, 2024 - Sep 16, 2024	-18.23% Jan 28, 2026 - Feb 26, 2026
#7	-2.90% Dec 11, 2024 - Jan 22, 2025	-17.22% May 17, 2016 - Jun 9, 2016
#8	-2.68% Mar 28, 2024 - May 6, 2024	-14.39% Sep 15, 2020 - Dec 17, 2020
#9	-2.57% Nov 11, 2025 - Nov 28, 2025	-11.56% Jul 8, 2016 - Jul 29, 2016
#10	-2.26% Jul 31, 2023 - Aug 30, 2023	-11.28% May 6, 2025 - May 30, 2025
#11	-2.03% Nov 18, 2021 - Dec 8, 2021	-11.09% Jul 22, 2025 - Aug 21, 2025
#12	-1.61% Jun 2, 2026 - Jun 10, 2026	-10.87% Aug 5, 2020 - Sep 15, 2020
#13	-1.51% Feb 2, 2026 - Feb 9, 2026	-8.61% Apr 29, 2016 - May 17, 2016
#14	-1.48% Dec 15, 2021 - Dec 23, 2021	-8.48% Apr 21, 2025 - May 6, 2025
#15	-1.47% Dec 11, 2025 - Dec 22, 2025	-8.33% Dec 26, 2025 - Jan 12, 2026

Correlation

Correlation between HEQT and SGDJ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2015 - 2026)

HEQT vs SGDJ dividend yield comparison.

Year	HEQT	SGDJ
2026	0.30%	0.00%
2025	1.19%	8.37%
2024	1.29%	6.55%
2023	4.10%	4.55%
2022	3.94%	2.46%
2021	0.27%	2.20%
2020	0.00%	1.97%
2019	0.00%	0.65%
2017	0.00%	0.14%
2016	0.00%	1.77%
2015	0.00%	0.85%