Simplify Hedged Equity ETF (HEQT)
- Expense ratio0.51%
- Net assets$313.7M
- Dividend yield1.18%
- 1-year return+9.87%
- Holdings1
HEQT ETF price chart
HEQT quote & trading statistics
HEQT performance
Annual returns & drawdowns →- YTD+8.00%
- 1 year+9.87%
- 3 years+15.72%/yr
- 5 years0.00%/yr
- 10 years0.00%/yr
- 1Y volatility
- 6.98%
- 3Y volatility
- 7.39%
- 3Y Sharpe ratio
- 1.34
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
HEQT holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IVV | iShares Trust - iShares Core S&P 500 ETF | 96.16% |
This holding makes up 96.2% of the fund. As of October 25, 2026.
About Simplify Hedged Equity ETF
The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities and applying an option overlay known as a "put/spread collar" strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund"s portfolio in underlying ETFs.
HEQT ETF FAQ
What is the HEQT expense ratio?
Simplify Hedged Equity ETF has a net expense ratio of 0.51%, or $51.00 a year for every $10,000 invested.
How much money is in HEQT?
Simplify Hedged Equity ETF has about $313.7M in net assets.
What are the top holdings of HEQT?
The largest positions in HEQT are iShares Trust - iShares Core S&P 500 ETF (96.16%). The fund holds 1 securities in total.
How has HEQT performed?
HEQT returned +9.87% over the past year and 0.00% a year over the past five years, including reinvested distributions.
Does HEQT pay dividends?
HEQT has a dividend yield of 1.18%.
When was HEQT launched?
Simplify Hedged Equity ETF began trading on November 1, 2021.