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 April 22, 2026
Technology35.65%
Financial Services12.06%
Communication Services10.78%
Consumer Cyclical10.27%
Healthcare8.67%
Industrials8.30%
Consumer Defensive4.85%
Energy3.37%
Utilities2.29%
Real Estate1.94%
Basic Materials1.82%

Top 10 Holdings (105.68% of total assets)

As of April 22, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)102.21%
Option on S&P 500 Index1.55%
Option on S&P 500 Index0.58%
Option on S&P 500 Index0.56%
Option on S&P 500 Index0.42%
Option on S&P 500 Index0.15%
Option on S&P 500 Index0.10%
Option on S&P 500 Index0.06%
Option on S&P 500 Index0.04%
Option on S&P 500 Index0.01%

HEQT Key Statistics

AUM
319.09M
AUM319.09M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.21
30-Day yield1.21
Average volume
70.78K
Average volume70.78K
High today
$32.78
High today$32.78
Low today
$32.74
Low today$32.74
Open price
$32.77
Open price$32.77
Volume
4.87K
Volume4.87K
52 Week high
$32.79
52 Week high$32.79
52 Week low
$28.27
52 Week low$28.27
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

With a market cap of 319.51M, Simplify Hedged Equity ETF(HEQT) trades at $32.77. The stock has a price-to-earnings ratio of 19.28 and currently yields dividends of 1.6%.

On 2026-04-24, Simplify Hedged Equity ETF(HEQT) stock traded between a low of $32.74 and a high of $32.78. Shares are currently priced at $32.77, which is +0.1% above the low and -0.0% below the high.

Simplify Hedged Equity ETF(HEQT) shares are trading with a volume of 4.87K, against a daily average of 70.78K.

In the last year, Simplify Hedged Equity ETF(HEQT) shares hit a 52-week high of $32.79 and a 52-week low of $28.27.

In the last year, Simplify Hedged Equity ETF(HEQT) shares hit a 52-week high of $32.79 and a 52-week low of $28.27.

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.