SGDJ vs HEQT

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

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

SGDJ vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SGDJ

$322M

Winner

HEQT

$323M

Expense Ratio

SGDJ

0.50%

Winner

HEQT

0.43%

Max Drawdown

SGDJ

60.39%

Winner

HEQT

13.07%

Sharpe Ratio

SGDJ

1.25

Winner

HEQT

1.43

5Y Beta

SGDJ

0.85

Winner

HEQT

0.47

5Y Dividends CAGR

SGDJ

42.75%

HEQT

N/A

SGDJ vs HEQT - Holdings Comparison

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

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

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

SGDJ vs HEQT - Historical Returns

Returns include dividend reinvestment.

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

SGDJ

-18.40%

Winner

HEQT

+0.28%

SGDJ

-18.55%

Winner

HEQT

+5.18%

SGDJ

-2.00%

Winner

HEQT

+4.75%

Winner

SGDJ

+68.37%

HEQT

+13.60%

5Y(CAGR)

Winner

SGDJ

+15.26%

HEQT

+8.95%

10Y(CAGR)

SGDJ

+10.58%

HEQT

N/A

Max(CAGR)

Winner

SGDJ

+14.28%

HEQT

+8.95%

SGDJ vs HEQT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

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

SGDJ vs HEQT Drawdown Comparison

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

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

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

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

Correlation

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

0.80

-101

Dividend Comparison (2015 - 2026)

SGDJ vs HEQT dividend yield comparison.

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