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HEQT vs WEAT

Comparison between SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF) and Teucrium Wheat Fund (WEAT, ETF).

5-Year PerformanceHEQT has outperformed WEAT, delivering a return of +9.4% compared to -4.7%

HEQT vs WEAT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HEQT
$296M
WEAT
$295M
Expense Ratio
Winner
HEQT
0.43%
WEAT
1.00%
Max Drawdown
Winner
HEQT
13.07%
WEAT
84.32%
Sharpe Ratio
Winner
HEQT
1.26
WEAT
1.14
5Y Beta
HEQT
0.46
Winner
WEAT
-0.01

HEQT vs WEAT - Holdings Comparison

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

HEQT's top 25 holdings weight is 100.49%. WEAT's top 25 holdings weight is 199.94%.

RankHEQTWEAT
#1
ISHARES CORE S&P 500 ETF (IVV) - 100.49%
CHICAGO SRW WHEAT FUTURE DEC 26 (n/a) - 37.34%
#2N/A
GOLDMAN SACHS FS GOVERNMENT INSTL (FGTXX) - 36.05%
#3N/A
CHICAGO SRW WHEAT FUTURE DEC 27 (n/a) - 35.25%
#4N/A
CHICAGO SRW WHEAT FUTURE MAR 27 (n/a) - 32.13%
#5N/A
US BANK MMDA USBGFS 9 (n/a) - 26.79%
#6N/A
ADMACM (n/a) - 3.65%
#7N/A
HARLEY-DAVIDSON FINANCIAL SERVICES INC. 0% (n/a) - 3.16%
#8N/A
KEURIG DR PEPPER INC 0% (n/a) - 2.38%
#9N/A
EIDP INC 0% (n/a) - 2.37%
#10N/A
GLENCORE FUNDING LLC 0% (n/a) - 2.37%
#11N/A
OTHER ASSETS AND LIABILITIES (n/a) - 1.92%
#12N/A
GENERAL MOTORS FINANCIAL CO INC (n/a) - 1.89%
#13N/A
THE CAMPBELLS CO. 0% (n/a) - 1.58%
#14N/A
JABIL INC 0% (n/a) - 1.58%
#15N/A
KEURIG DR PEPPER INC (n/a) - 1.58%
#16N/A
MARRIOTT INTERNATIONAL, INC. 0% (n/a) - 1.58%
#17N/A
BAYER CORP (n/a) - 1.57%
#18N/A
ORACLE CORP (n/a) - 1.22%
#19N/A
HUMANA INC. 0% (n/a) - 0.79%
#20N/A
ENTERGY CORPORATION 0% (n/a) - 0.79%
#21N/A
CAMPBELL'S COMPANY/THE (n/a) - 0.79%
#22N/A
ASTRAZENECA PLC (n/a) - 0.79%
#23N/A
EQUIFAX INC. 0% (n/a) - 0.79%
#24N/A
GLENCORE FUNDING LLC (n/a) - 0.79%
#25N/A
TELUS CORP. 0% (n/a) - 0.79%
Total Holdings126

HEQT vs WEAT - Historical Returns

Returns include dividend reinvestment.

1M
HEQT
+2.86%
Winner
WEAT
+13.73%
3M
HEQT
+3.32%
Winner
WEAT
+17.50%
6M
HEQT
+6.78%
Winner
WEAT
+24.06%
1Y
HEQT
+13.09%
Winner
WEAT
+32.08%
5Y(CAGR)
Winner
HEQT
+9.38%
WEAT
-4.69%
10Y(CAGR)
HEQT
N/A
WEAT
-2.41%
Max(CAGR)
Winner
HEQT
+9.38%
WEAT
-9.42%

HEQT vs WEAT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearHEQTWEAT
2026+8.28%+40.00%
2025+10.19%-16.44%
2024+18.25%-17.04%
2023+16.76%-24.05%
2022-8.51%+9.77%
2021+2.16%+19.77%
2020N/A+5.63%
2019N/A-2.17%
2018N/A-2.47%
2017N/A-12.54%
2016N/A-23.13%
2015N/A-27.11%
2014N/A-13.30%
2013N/A-28.50%
2012N/A-5.08%
2011N/A-8.83%

HEQT vs WEAT Drawdown Comparison

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

The maximum drawdown for WEAT was -84.32%, occurring on Dec 17, 2025. This drawdown has not yet recovered.

The current HEQT drawdown is -0.50%. The current WEAT drawdown is -77.91%.

RankHEQTWEAT
#1-11.51%
Jan 4, 2022 - Jun 6, 2023
-84.32%
Sep 14, 2012 - Dec 17, 2025
#2-10.56%
Feb 19, 2025 - Jul 22, 2025
-25.21%
Sep 20, 2011 - Jul 18, 2012
#3-5.87%
Aug 30, 2023 - Nov 20, 2023
-6.14%
Aug 9, 2012 - Aug 21, 2012
#4-5.09%
Feb 25, 2026 - Apr 16, 2026
-5.20%
Aug 21, 2012 - Sep 14, 2012
#5-5.04%
Jul 16, 2024 - Aug 19, 2024
-4.62%
Jul 18, 2012 - Aug 9, 2012
#6-2.99%
Aug 30, 2024 - Sep 16, 2024
N/A
#7-2.90%
Dec 11, 2024 - Jan 22, 2025
N/A
#8-2.68%
Mar 28, 2024 - May 6, 2024
N/A
#9-2.57%
Nov 11, 2025 - Nov 28, 2025
N/A
#10-2.26%
Jul 31, 2023 - Aug 30, 2023
N/A
#11-2.03%
Nov 18, 2021 - Dec 8, 2021
N/A
#12-1.84%
Jul 15, 2026 - Aug 3, 2026
N/A
#13-1.61%
Jun 2, 2026 - Jun 16, 2026
N/A
#14-1.51%
Feb 2, 2026 - Feb 9, 2026
N/A
#15-1.48%
Dec 15, 2021 - Dec 23, 2021
N/A

Correlation

Correlation between HEQT and WEAT is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.83
-101

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