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HEQT

Simplify Hedged Equity ETF

Jan 20 • 04:00PM ET

32.03

-0.34 -1.06 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	9.86%	Total Holdings	12	Perf Week	-1.19%
Sponsor	Simplify ETF	ETF Type		Tags	equity	Return% 3Y	14.56%	AUM	344.04M	Perf Month	1.06%
Fund Family		Bond Type		Tags	ETFs	Return% 5Y	-	NAV/sh		Perf Quarter	2.29%
Index	SPDR S&P 500 ETF Trust	Average Maturity		Tags	SP500	Return% 10Y		52W High	32.46 -1.34%	Perf Half Y	5.63%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	27.05 18.42%	Perf YTD	-0.07%
Active/Passive		Quant Type		Tags	-	Flows% 1M	2.90%	Volatility	0.42% 0.41%	Perf Year	7.83%
Dividend TTM	0.38 (1.19%)	ESG Type		Tags	-	Flows% 3M	10.78%	ATR (14)	0.18	Perf 3Y	39.11%
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	2.90%	RSI (14)	44.82	Perf 5Y	-
Dividend Gr. 3/5Y	-6.24% -	Structure Type		Region		Flows% 1Y		Beta	0.48	Perf 10Y	-
Expense	0.43%	Growth/Value		SMA20	-0.61%	Flows% 3Y		Rel Volume	0.51	Prev Close	32.37
Inverse/Leveraged		Market Cap		SMA50	0.28%	Flows% 5Y		Avg Volume	78.48K	Price	32.03
IPO	Nov 02, 2021	Option/Short	Yes / Yes	SMA200	4.69%	Trades		Volume	40,277	Change	-1.06%

Mar-19-25 12:27PM	ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries (Zacks)
Dec-28-21 08:57AM	Simplify Asset Managements Innovative Lineup of Exchange-traded Funds Passes the $1 Billion Asset Threshold (Business Wire)

Simplify Hedged Equity ETF seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities and applying an option overlay known as a "put/spread collar" strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund's portfolio in underlying ETFs.

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HEQT

Simplify Hedged Equity ETF

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