ZECP vs HEQT

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

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

ZECP vs HEQT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

ZECP

$321M

Winner

HEQT

$321M

Expense Ratio

ZECP

0.55%

Winner

HEQT

0.43%

Max Drawdown

ZECP

21.86%

Winner

HEQT

13.07%

Sharpe Ratio

Winner

ZECP

1.51

HEQT

1.47

5Y Beta

ZECP

0.74

Winner

HEQT

0.47

P/E Ratio

ZECP

26.19

HEQT

N/A

Forward P/E

ZECP

21.93

HEQT

N/A

PEG Ratio

ZECP

0.77

HEQT

N/A

5Y EPS CAGR

ZECP

16.71%

HEQT

N/A

Debt to Equity

ZECP

17.17%

HEQT

N/A

P/S Ratio

ZECP

2.71

HEQT

N/A

P/B Ratio

ZECP

5.74

HEQT

N/A

ZECP vs HEQT - Holdings Comparison

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

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

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

ZECP vs HEQT - Historical Returns

Returns include dividend reinvestment.

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

Winner

ZECP

+1.88%

HEQT

+0.42%

Winner

ZECP

+5.48%

HEQT

+3.66%

Winner

ZECP

+6.17%

HEQT

+4.47%

Winner

ZECP

+21.43%

HEQT

+13.84%

5Y(CAGR)

Winner

ZECP

+9.29%

HEQT

+8.92%

Max(CAGR)

Winner

ZECP

+9.29%

HEQT

+8.92%

ZECP vs HEQT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

ZECP vs HEQT Drawdown Comparison

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

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

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

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