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 March 5, 2026
Technology33.34%
Financial Services12.31%
Communication Services10.73%
Consumer Cyclical10.00%
Healthcare9.72%
Industrials8.64%
Consumer Defensive5.35%
Energy3.55%
Utilities2.48%
Real Estate1.99%
Basic Materials1.89%

Top 10 Holdings (101.26% of total assets)

As of March 5, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)99.45%
Spx Us 05/15/26 P6500 Index0.56%
Spx Us 04/17/26 P6610 Index0.49%
Spx Us 05/15/26 C7140 Index0.34%
Spx Us 05/15/26 P5475 Index0.14%
Spx Us 03/20/26 P6435 Index0.13%
Spx Us 04/17/26 P5575 Index0.07%
Spx Us 04/17/26 C7260 Index0.05%
Spx Us 03/20/26 C7100 Index0.02%
Spx Us 03/20/26 P5425 Index0.01%

HEQT Key Statistics

AUM
332.78M
AUM332.78M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.21
30-Day yield1.21
Average volume
125.45K
Average volume125.45K
High today
$32.18
High today$32.18
Low today
$32.13
Low today$32.13
Open price
$32.16
Open price$32.16
Volume
10.01K
Volume10.01K
52 Week high
$32.78
52 Week high$32.78
52 Week low
$27.05
52 Week low$27.05
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

The current Simplify Hedged Equity ETF(HEQT) stock price is $32.14, with a market capitalization of 331.85M. The stock trades at a price-to-earnings (P/E) ratio of 19.28 and offers a dividend yield of 1.6%.

On 2026-03-10, Simplify Hedged Equity ETF(HEQT) stock moved within a range of $32.13 to $32.18. With shares now at $32.14, the stock is trading +0.0% above its intraday low and -0.1% below the session's peak.

Trading activity shows a volume of 10.01K, compared to an average daily volume of 125.45K.

The stock's 52-week range extends from a low of $27.05 to a high of $32.78.

The stock's 52-week range extends from a low of $27.05 to a high of $32.78.

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.