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HEQT
+1.21 · +3.89%
$32.26 · NYSE ARCA

Simplify Exchange Traded Funds (HEQT) ETF Analysis | Equity Hedged

Simplify Asset Management · USA
AUM:$334.6M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.53% — moderate cost. Consider how fees compound over long holding periods.

What is HEQT?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HEQT returned 9.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.53%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 99.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$334.6M
Expense Ratio0.53%
Dividend Yield1.17%
Holdings1
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta0.56
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would HEQT affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.5%
1Y
+12.7%
3Y
+45.8%
5Y
+54.2%
OpenBook InsightIf you had invested £10,000 in HEQT 5 years ago, it would have grown to £15,419 — a gain of £5,419.

Annual Returns

Calendar year performance

HEQT delivered positive returns in 4 of the last 5 calendar years.
YearHEQT
2026 YTD+7.9%
2025+10.2%
2024+18.3%
2023+16.8%
2022-8.5%
CAGR 4yr+8.6%
4/5 positive yearsAvg return: +8.9%Worst year: -8.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.8%
Low
Momentum
+2.7%
30-day change
Support Level
33.99
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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