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 July 9, 2026
Technology37.84%
Financial Services11.84%
Communication Services10.18%
Consumer Cyclical9.40%
Healthcare9.11%
Industrials8.21%
Consumer Defensive4.61%
Energy3.12%
Utilities2.20%
Real Estate1.85%
Basic Materials1.64%

Top 10 Holdings (102.64% of total assets)

As of July 9, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)100.83%
Option on S&P 500 Index0.87%
Spx Us 09/18/26 P7110 Index0.32%
Spx Us 09/18/26 C7860 Index0.28%
Spx Us 08/21/26 P7125 Index0.18%
Spx Us 08/21/26 C7920 Index0.07%
Spx Us 09/18/26 P5975 Index0.06%
Spx Us 08/21/26 P6000 Index0.02%
Option on S&P 500 Index0.01%
Option on S&P 500 IndexLess than 0.01%

HEQT Key Statistics

AUM
300.35M
AUM300.35M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.21
30-Day yield1.21
Average volume
90.11K
Average volume90.11K
High today
$33.73
High today$33.73
Low today
$33.61
Low today$33.61
Open price
$33.71
Open price$33.71
Volume
28.20K
Volume28.20K
52 Week high
$33.77
52 Week high$33.77
52 Week low
$30.14
52 Week low$30.14
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

With a market cap of 299.47M, Simplify Hedged Equity ETF(HEQT) trades at $33.65. The stock has a price-to-earnings ratio of 19.28 and currently yields dividends of 1.65%.

As of 2026-07-13, Simplify Hedged Equity ETF(HEQT) stock has fluctuated between $33.61 and $33.73. The current price stands at $33.65, placing the stock +0.1% above today's low and -0.2% off the high.

The Simplify Hedged Equity ETF(HEQT)'s current trading volume is 28.2K, compared to an average daily volume of 90.11K.

In the last year, Simplify Hedged Equity ETF(HEQT) shares hit a 52-week high of $33.77 and a 52-week low of $30.14.

In the last year, Simplify Hedged Equity ETF(HEQT) shares hit a 52-week high of $33.77 and a 52-week low of $30.14.

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.