HEQT vs ZECP

Comparison between SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF) and ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP, ETF).

5-Year PerformanceZECP has outperformed HEQT, delivering a return of +9.3% compared to +8.9%

HEQT vs ZECP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQT(ETF)	ZECP(ETF)
Net Assets	$321M	$321M
Expense Ratio	0.43%	0.55%
Max Drawdown	13.07%	21.86%
Sharpe Ratio	1.47	1.51
5Y Beta	0.47	0.74
P/E Ratio	N/A	26.19
Forward P/E	N/A	21.93
PEG Ratio	N/A	0.77
5Y EPS CAGR	N/A	16.71%
Debt to Equity	N/A	17.17%
P/S Ratio	N/A	2.71
P/B Ratio	N/A	5.74

Net Assets

Winner

HEQT

$321M

ZECP

$321M

Expense Ratio

Winner

HEQT

0.43%

ZECP

0.55%

Max Drawdown

Winner

HEQT

13.07%

ZECP

21.86%

Sharpe Ratio

HEQT

1.47

Winner

ZECP

1.51

5Y Beta

Winner

HEQT

0.47

ZECP

0.74

P/E Ratio

HEQT

N/A

ZECP

26.19

Forward P/E

HEQT

N/A

ZECP

21.93

PEG Ratio

HEQT

N/A

ZECP

0.77

5Y EPS CAGR

HEQT

N/A

ZECP

16.71%

Debt to Equity

HEQT

N/A

ZECP

17.17%

P/S Ratio

HEQT

N/A

ZECP

2.71

P/B Ratio

HEQT

N/A

ZECP

5.74

HEQT vs ZECP - Holdings Comparison

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

HEQT's top 25 holdings weight is 104.01%. ZECP's top 25 holdings weight is 67.56%.

Rank	HEQT	ZECP
#1	ISHARES CORE S&P 500 ETF (IVV) - 104.01%	ALPHABET INC CLASS A (GOOGL) - 8.46%
#2	N/A	APPLE INC (AAPL) - 7.84%
#3	N/A	MICROSOFT CORP (MSFT) - 6.43%
#4	N/A	CATERPILLAR INC (CAT) - 4.36%
#5	N/A	JPMORGAN CHASE & CO (JPM) - 3.04%
#6	N/A	WALMART INC (WMT) - 2.97%
#7	N/A	ELI LILLY AND CO (LLY) - 2.57%
#8	N/A	CORNING INC (GLW) - 2.52%
#9	N/A	AMERICAN EXPRESS CO (AXP) - 2.32%
#10	N/A	CISCO SYSTEMS INC (CSCO) - 2.08%
#11	N/A	APPLIED MATERIALS INC (AMAT) - 2.00%
#12	N/A	AMERICAN ELECTRIC POWER CO INC (AEP) - 1.96%
#13	N/A	PROCTER & GAMBLE CO (PG) - 1.92%
#14	N/A	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.77%
#15	N/A	EMCOR GROUP INC (EME) - 1.74%
#16	N/A	CARDINAL HEALTH INC (CAH) - 1.73%
#17	N/A	JOHNSON & JOHNSON (JNJ) - 1.69%
#18	N/A	RTX CORP (RTX) - 1.68%
#19	N/A	THE HOME DEPOT INC (HD) - 1.65%
#20	N/A	TJX COMPANIES INC (TJX) - 1.64%
#21	N/A	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.53%
#22	N/A	ANALOG DEVICES INC (ADI) - 1.46%
#23	N/A	REPUBLIC SERVICES INC (RSG) - 1.43%
#24	N/A	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.39%
#25	N/A	CINTAS CORP (CTAS) - 1.38%
Total Holdings	1	61

HEQT vs ZECP - Historical Returns

Returns include dividend reinvestment.

Period	HEQT	ZECP
1 month	+0.42%	+1.88%
3 months	+3.66%	+5.48%
6 months	+4.47%	+6.17%
1 year	+13.84%	+21.43%
5 years(CAGR)	+8.92%	+9.29%
Max(CAGR)	+8.92%	+9.29%

HEQT

+0.42%

Winner

ZECP

+1.88%

HEQT

+3.66%

Winner

ZECP

+5.48%

HEQT

+4.47%

Winner

ZECP

+6.17%

HEQT

+13.84%

Winner

ZECP

+21.43%

5Y(CAGR)

HEQT

+8.92%

Winner

ZECP

+9.29%

Max(CAGR)

HEQT

+8.92%

Winner

ZECP

+9.29%

HEQT vs ZECP - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HEQT	ZECP
2026	+4.02%	+6.30%
2025	+10.19%	+15.51%
2024	+18.25%	+17.65%
2023	+16.76%	+14.19%
2022	-8.51%	-13.00%
2021	+2.16%	+7.75%

HEQT vs ZECP Drawdown Comparison

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

The maximum drawdown for ZECP was -21.86%, occurring on Oct 12, 2022. Recovery took 518 trading sessions.

The current HEQT drawdown is -0.98%. The current ZECP drawdown is -1.21%.

Rank	HEQT	ZECP
#1	-11.51% Jan 4, 2022 - Jun 6, 2023	-21.86% Dec 29, 2021 - Jan 23, 2024
#2	-10.56% Feb 19, 2025 - Jul 22, 2025	-15.47% Jan 30, 2025 - Jul 2, 2025
#3	-5.87% Aug 30, 2023 - Nov 20, 2023	-8.32% Feb 9, 2026 - Apr 17, 2026
#4	-5.09% Feb 25, 2026 - Apr 16, 2026	-6.02% Nov 29, 2024 - Jan 30, 2025
#5	-5.04% Jul 16, 2024 - Aug 19, 2024	-5.99% Sep 3, 2021 - Oct 21, 2021
#6	-2.99% Aug 30, 2024 - Sep 16, 2024	-5.60% Jul 16, 2024 - Aug 20, 2024
#7	-2.90% Dec 11, 2024 - Jan 22, 2025	-4.52% Mar 28, 2024 - May 10, 2024
#8	-2.68% Mar 28, 2024 - May 6, 2024	-3.42% Nov 16, 2021 - Dec 7, 2021
#9	-2.57% Nov 11, 2025 - Nov 28, 2025	-2.88% Oct 18, 2024 - Nov 6, 2024
#10	-2.26% Jul 31, 2023 - Aug 30, 2023	-2.83% May 21, 2024 - Jun 17, 2024
#11	-2.03% Nov 18, 2021 - Dec 8, 2021	-2.81% Nov 12, 2025 - Nov 25, 2025
#12	-1.51% Feb 2, 2026 - Feb 9, 2026	-2.73% Aug 30, 2024 - Sep 16, 2024
#13	-1.48% Dec 15, 2021 - Dec 23, 2021	-2.46% Dec 15, 2021 - Dec 23, 2021
#14	-1.47% Dec 11, 2025 - Dec 22, 2025	-2.21% Oct 6, 2025 - Oct 20, 2025
#15	-1.41% Oct 22, 2024 - Nov 6, 2024	-2.11% Jul 25, 2025 - Aug 13, 2025