Simplify Hedged Equity ETF
HEQT
NYSE Arca
| Weiss Ratings | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Valuation | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Price | $34.10 | |||
| Company Info | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (4), Ken Miller (3), Jeffrey A. Schwarte (1) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Simplify Hedged Equity ETF | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 01, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.16% | |||
| Dividend | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.18% | |||
| Asset Allocation | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.25% | |||
| Stock | 99.75% | |||
| U.S. Stock | 99.27% | |||
| Non-U.S. Stock | 0.48% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.71% | |||
| 30-Day Total Return | 0.22% | |||
| 60-Day Total Return | 1.72% | |||
| 90-Day Total Return | 1.87% | |||
| Year to Date Total Return | 7.07% | |||
| 1-Year Total Return | 12.07% | |||
| 2-Year Total Return | 24.55% | |||
| 3-Year Total Return | 44.19% | |||
| 5-Year Total Return | -- | |||
| Price | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | $34.36 | |||
| 1-Month Low Price | $34.00 | |||
| 1-Month High Price | $34.65 | |||
| 52-Week Low Price | $30.81 | |||
| 52-Week Low Price (Date) | Sep 03, 2025 | |||
| 52-Week High Price | $34.65 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| NAV | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 1-Month Low NAV | $34.00 | |||
| 1-Month High NAV | $34.61 | |||
| 52-Week Low NAV | $30.78 | |||
| 52-Week Low NAV (Date) | Sep 03, 2025 | |||
| 52-Week High NAV | $34.61 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 7.68 | |||
| Balance Sheet | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 302.44M | |||
| Operating Ratios | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.43% | |||
| Turnover Ratio | 5.00% | |||
| Performance | HEQT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.38% | |||
| Last Bear Market Total Return | -5.67% | |||