Simplify Hedged Equity ETF

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About HEQT

HEQT seeks capital appreciation by investing in ETFs that track the S&P 500 Index, while employing an options collar strategy. Each collar consists of an approximately 5% to 20% out-of-the-money put-spread. 

Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
11
Number of holdings11
Inception Date
Nov 1, 2021
Inception DateNov 1, 2021

What's in this fund

Sectors

As of October 20, 2026
Technology38.89%
Financial Services11.56%
Communication Services9.70%
Healthcare9.60%
Consumer Cyclical9.15%
Industrials7.46%
Consumer Defensive4.69%
Energy3.74%
Utilities1.96%
Real Estate1.71%
Basic Materials1.54%

Top 10 Holdings (101.51% of total assets)

As of October 20, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)99.94%
Spx Us 01/15/27 P7330 Index—0.40%
Spx Us 01/15/27 C8110 Index—0.30%
Spx Us 12/18/26 P7260 Index—0.26%
Spx Us 12/18/26 C8020 Index—0.23%
Spx Us 11/20/26 P7275 Index—0.12%
Spx Us 01/15/27 P6175 Index—0.11%
Spx Us 11/20/26 C8030 Index—0.07%
Spx Us 12/18/26 P6100 Index—0.05%
Spx Us 11/20/26 P6125 Index—0.03%

HEQT Key Statistics

AUM
317.21M
AUM317.21M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.21
30-Day yield1.21
Average volume
60.74K
Average volume60.74K
High today
$34.52
High today$34.52
Low today
$34.32
Low today$34.32
Open price
$34.48
Open price$34.48
Volume
102.33K
Volume102.33K
52 Week high
$34.98
52 Week high$34.98
52 Week low
$30.72
52 Week low$30.72
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

With a market cap of 314.49M, Simplify Hedged Equity ETF(HEQT) trades at $34.41. The stock has a price-to-earnings ratio of 19.28 and currently yields dividends of 1.65%.

As of 2026-10-22, Simplify Hedged Equity ETF(HEQT) stock has fluctuated between $34.32 and $34.52. The current price stands at $34.41, placing the stock +0.3% above today's low and -0.3% off the high.

The Simplify Hedged Equity ETF(HEQT)'s current trading volume is 102.33K, compared to an average daily volume of 60.74K.

During the past year, Simplify Hedged Equity ETF(HEQT) stock moved between $30.72 at its lowest and $34.98 at its peak.

During the past year, Simplify Hedged Equity ETF(HEQT) stock moved between $30.72 at its lowest and $34.98 at its peak.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.