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Simplify Hedged Equity ETF
Similar ETFs
Trading data
HEQT performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 9, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.04% | +1.10% | +0.66% | +13.23% | +49.33% | |
| Flows | -$5M | -$34K | -$34K | -$101M | +$170M | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +6.82% | +7.67% | +7.68% | |
Max drawdown | -1.78% | -5.70% | -10.18% | |
Max drawdown duration | 12d | 45d | 149d | N/A |
Time to recover | N/A | 32d | 102d | N/A |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 504
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Simplify |
| N° of holdings | 504 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 2, 2021 |
| ESG | No |
What type of ETF is HEQT?
HEQT is a Active ETF that provides exposure to Equity assets. It is managed by Simplify.
What does HEQT invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of HEQT?
The total expense ratio (TER) of HEQT is 0.2%, representing the annual fee charged by the fund manager.
When was HEQT launched?
HEQT was launched on November 2, 2021, marking its entry into the ETF market.
Who is the issuer of HEQT?
HEQT is issued by Simplify.
What is the AUM of HEQT?
As of March 9, 2026, HEQT manages $332.77 M, reflecting the total assets held in the fund.
How has HEQT performed recently?
As of March 9, 2026, HEQT delivered a return of -1.04% over the past month (1M performance), 1.1% over the past three months (3M), and 0.66% year-to-date (YTD).
What are the recent fund flows for HEQT?
As of March 9, 2026, HEQT has seen net flows of -$5M in the past month (1M flow) and -$34K year-to-date (YTD).
Does HEQT pay dividends?
As of March 9, 2026, HEQT has a trailing 12-month distribution yield of 1.18%.
How many holdings are in HEQT
As of January 31, 2026, HEQT holds 504 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is HEQT?
As of January 31, 2026, HEQT holds 504 securities, with 44.25% of its assets concentrated in its top 15 holdings.
What are the top holdings of HEQT?
As of January 31, 2026, HEQT holds a portfolio of 504 underlyings, with its largest positions including NVIDIA, APPLE and MICROSOFT-T. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does HEQT invest in?
As of January 31, 2026, HEQT has its largest geographic exposures in USA.
What sectors or themes does HEQT focus on?
As of January 31, 2026, HEQT is primarily exposed to Information Technology, Communication Services and Financials.
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