Simplify Hedged Equity ETF
HEQT
NYSE Arca
Weiss Ratings | HEQT - NYSE Arca | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Valuation | HEQT - NYSE Arca | Click to Compare |
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Price | $30.23 | |||
Company Info | HEQT - NYSE Arca | Click to Compare |
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Provider | Simplify Asset Management | |||
Manager/Tenure (Years) | David Berns (3), Ken Miller (1), Jeffrey A. Schwarte (0) | |||
Website | http://https://www.simplify.us/ | |||
Phone Number | -- | |||
Fund Information | HEQT - NYSE Arca | Click to Compare |
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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 |
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Dividend Yield | 1.20% | |||
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Dividend Yield (Forward) | 1.41% | |||
Asset Allocation | HEQT - NYSE Arca | Click to Compare |
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Cash | 0.07% | |||
Stock | 99.93% | |||
U.S. Stock | 99.39% | |||
Non-U.S. Stock | 0.54% | |||
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 |
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7-Day Total Return | -0.89% | |||
30-Day Total Return | 0.32% | |||
60-Day Total Return | 2.74% | |||
90-Day Total Return | 5.10% | |||
Year to Date Total Return | 3.25% | |||
1-Year Total Return | 12.20% | |||
2-Year Total Return | 27.60% | |||
3-Year Total Return | 39.75% | |||
5-Year Total Return | -- | |||
Price | HEQT - NYSE Arca | Click to Compare |
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Closing Price | $30.23 | |||
1-Month Low Price | $30.09 | |||
1-Month High Price | $30.48 | |||
52-Week Low Price | $26.73 | |||
52-Week Low Price (Date) | Aug 07, 2024 | |||
52-Week High Price | $30.52 | |||
52-Week High Price (Date) | Feb 19, 2025 | |||
NAV | HEQT - NYSE Arca | Click to Compare |
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1-Month Low NAV | $30.13 | |||
1-Month High NAV | $30.50 | |||
52-Week Low NAV | $26.77 | |||
52-Week Low NAV (Date) | Aug 07, 2024 | |||
52-Week High NAV | $30.50 | |||
52-Week High Price (Date) | Jul 28, 2025 | |||
Beta / Standard Deviation | HEQT - NYSE Arca | Click to Compare |
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Beta | -- | |||
Standard Deviation | 8.27 | |||
Balance Sheet | HEQT - NYSE Arca | Click to Compare |
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Total Assets | 331.63M | |||
Operating Ratios | HEQT - NYSE Arca | Click to Compare |
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Expense Ratio | 0.44% | |||
Turnover Ratio | 1.00% | |||
Performance | HEQT - NYSE Arca | Click to Compare |
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Last Bull Market Total Return | 15.86% | |||
Last Bear Market Total Return | -5.67% | |||