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 September 3, 2026
Technology38.58%
Financial Services12.04%
Communication Services9.52%
Healthcare9.41%
Consumer Cyclical9.20%
Industrials7.69%
Consumer Defensive4.50%
Energy3.56%
Utilities2.02%
Real Estate1.81%
Basic Materials1.67%

Top 10 Holdings (101.84% of total assets)

As of September 3, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)100.53%
Spx Us 10/16/26 C7850 Index0.38%
Spx Us 11/20/26 C8030 Index0.36%
Spx Us 11/20/26 P7275 Index0.28%
Spx Us 09/18/26 C7860 Index0.10%
Spx Us 10/16/26 P7140 Index0.10%
Spx Us 11/20/26 P6125 Index0.06%
Spx Us 10/16/26 P6025 Index0.01%
Spx Us 09/18/26 P7110 Index0.02%
Spx Us 09/18/26 P5975 IndexLess than 0.01%

HEQT Key Statistics

AUM
303.54M
AUM303.54M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.21
30-Day yield1.21
Average volume
38.75K
Average volume38.75K
High today
$34.54
High today$34.54
Low today
$34.46
Low today$34.46
Open price
$34.53
Open price$34.53
Volume
143.94K
Volume143.94K
52 Week high
$34.65
52 Week high$34.65
52 Week low
$30.72
52 Week low$30.72
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

Simplify Hedged Equity ETF(HEQT) stock is priced at $34.53, giving the company a market capitalization of 303.64M. It carries a P/E multiple of 19.28 and pays a dividend yield of 1.65%.

On 2026-09-07, Simplify Hedged Equity ETF(HEQT) stock moved within a range of $34.46 to $34.54. With shares now at $34.53, the stock is trading +0.2% above its intraday low and -0.0% below the session's peak.

Trading volume for Simplify Hedged Equity ETF(HEQT) stock has reached 143.94K, versus its average volume of 38.75K.

Over the past 52 weeks, Simplify Hedged Equity ETF(HEQT) stock has traded between a high of $34.65 and a low of $30.72.

Over the past 52 weeks, Simplify Hedged Equity ETF(HEQT) stock has traded between a high of $34.65 and a low of $30.72.

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.