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Fund comparison · from official SEC filings

HEQT vs MAXI: how much do they overlap?

Simplify Hedged Equity ETF and Simplify Bitcoin Strategy PLUS Income ETF
Holdings overlap
1%
of assets, by weight
Shared positions
2
of 3 / 5 holdings
HEQT expense ratio
0.43%
net, per year
MAXI expense ratio
1.31%
net, per year
Shared holdings
Company
HEQT
MAXI
?
—THE OPTIONS CLEARING CORPORATION
1.77%
0.67%
?
—DREYFUS TRSY OBLIG CASH M
0.13%
0.35%
Only in HEQT
I
IVVISHARES CORE S&P 500 ETF
98.10%
Only in MAXI
B
B 0 06.25.26TREASURY BILL
402.09%
I
IBITISHARES BITCOIN TRUST ETF
90.88%
?
—MORGAN STANLEY & CO. LLC
-393.99%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.