Simplify Hedged Equity ETF
HEQT
NYSE Arca
| Weiss Ratings | HEQT - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Valuation | HEQT - NYSE Arca | Click to Compare |
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| Price | $28.80 | |||
| Company Info | HEQT - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (3), Ken Miller (1), Jeffrey A. Schwarte (0) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | HEQT - NYSE Arca | Click to Compare |
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| Fund Name | Simplify Hedged Equity ETF | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 01, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HEQT - NYSE Arca | Click to Compare |
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| Dividend Yield | 1.26% | |||
| Dividend | HEQT - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.52% | |||
| Asset Allocation | HEQT - NYSE Arca | Click to Compare |
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| Cash | 0.04% | |||
| Stock | 99.96% | |||
| U.S. Stock | 99.43% | |||
| Non-U.S. Stock | 0.53% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | HEQT - NYSE Arca | Click to Compare |
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| 7-Day Total Return | 0.85% | |||
| 30-Day Total Return | 0.39% | |||
| 60-Day Total Return | -2.27% | |||
| 90-Day Total Return | -3.85% | |||
| Year to Date Total Return | -1.95% | |||
| 1-Year Total Return | 10.46% | |||
| 2-Year Total Return | 27.79% | |||
| 3-Year Total Return | 34.91% | |||
| 5-Year Total Return | -- | |||
| Price | HEQT - NYSE Arca | Click to Compare |
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| Closing Price | $28.86 | |||
| 1-Month Low Price | $27.22 | |||
| 1-Month High Price | $28.86 | |||
| 52-Week Low Price | $26.40 | |||
| 52-Week Low Price (Date) | May 03, 2024 | |||
| 52-Week High Price | $30.52 | |||
| 52-Week High Price (Date) | Feb 19, 2025 | |||
| NAV | HEQT - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $27.31 | |||
| 1-Month High NAV | $28.85 | |||
| 52-Week Low NAV | $26.39 | |||
| 52-Week Low NAV (Date) | May 03, 2024 | |||
| 52-Week High NAV | $30.49 | |||
| 52-Week High Price (Date) | Feb 19, 2025 | |||
| Beta / Standard Deviation | HEQT - NYSE Arca | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 8.83 | |||
| Balance Sheet | HEQT - NYSE Arca | Click to Compare |
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| Total Assets | 409.42M | |||
| Operating Ratios | HEQT - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.44% | |||
| Turnover Ratio | 1.00% | |||
| Performance | HEQT - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 15.86% | |||
| Last Bear Market Total Return | -5.67% | |||