ARCA:HEQT
Simplify Hedged Equity ETF | |
$ 30.18 -0.01 ( -0.03%) 04:00 PM EST | |
PE Ratio:
73.08
PB Ratio:
4.24
Volume:
62.59K
Dividend Yield %:
1.19
| |
Last Holding update 2025-06-23 | 11 Stocks (1 new) |
Value $410.00 Mil | Turnover 30 % |
Portfolio Report | |
Registrant: Simplify Hedged Equity ETF
|
Simplify Hedged Equity ETF Performance
Dividend
Log
Bar
Annualized Return %
Total Annual Return %
Simplify Hedged Equity ETF Key Statistics
Name | Value | ||
---|---|---|---|
Day's Open ($) | 30.23 | ||
Day's Range ($) | 30.15 - 30.23 | ||
Day's Volume | 62,590 | ||
52-Week Range ($) | 26.7 - 30.53 | ||
Beta | 0.5 | ||
3-Year Sharpe Ratio | 0.6 | ||
3-Year Sortino Ratio | 0.89 | ||
Volatility | 7.84 | ||
14-Day RSI | 71.92 | ||
14-Day ATR ($) | 0.170774 | ||
20-Day SMA ($) | 29.8955 |
Fundamental Data
Name | Value | ||
---|---|---|---|
Market Cap (Mil $) | 337.28 | ||
Shares Outstanding (Mil) | 11.18 | ||
PE Ratio | 73.08 | ||
PE Ratio (10y Range) | 17.36 - 73.08 | ||
PE Ratio (10y Median) | 20.2 | ||
PB Ratio | 4.24 | ||
PB Ratio (10y Range) | 2.5 - 4.59 | ||
PB Ratio (10y Median) | 3.82 |
Dividend Data
Name | Value | ||
---|---|---|---|
Dividends per Share (TTM) ($) | 0.36 | ||
Dividend Yield % | 1.19 | ||
Dividend Yield % (10y Range) | 0.27 - 4.89 | ||
Dividend Yield % (10y Median) | 3.19 | ||
Next Dividend Payment Date | |||
Dividend Frequency | Quarterly |
HEQT Simplify Hedged Equity ETF Fundamental Charts
Historical TTM Price-to-Earnings for HEQT Simplify Hedged Equity ETF
Historical TTM Price-to-Earnings without NRI for HEQT Simplify Hedged Equity ETF
Historical Price-to-Book Ratio for HEQT Simplify Hedged Equity ETF
Historical Dividend Yields for HEQT Simplify Hedged Equity ETF
Simplify Hedged Equity ETF Technical Indicators
Moving Average
Momentum
Gurus Latest Trades with ARCA:HEQT
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ARCA:HEQT is held by these investors
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Simplify Hedged Equity ETF Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 713,678 | 401,015.7 | +44.19% | 97.910 | +30.01% | 0.070 | +15.15% | +7.18% | 622,640.3 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| 241 | 5,492.4 | 0% | 1.340 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| 241 | 2,618.5 | 0% | 0.640 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| 242 | 2,485.3 | 0% | 0.610 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF |
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| 162,830 | 162.8 | New Holding | 0.040 | +0.04% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
CALL
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| -241 | -4.2 | 0% | 0.000 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
CALL
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| -241 | -11.4 | 0% | 0.000 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| -241 | -92.8 | 0% | -0.020 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| -241 | -419.3 | 0% | -0.100 | 0% | - | +12.53% | +4.90% | 3,100.5 | ||
ISSXF
PUT
|
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| -242 | -444.1 | 0% | -0.110 | 0% | - | +12.53% | +4.90% | 3,100.5 |
Simplify Hedged Equity ETF's Historical Top Holdings Breakdowns
Simplify Hedged Equity ETF's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +30.01% | 554.06 ($590.51) 615.85 | $627.03 | 6.18% | Add 44.19% | 713,678 | 218,719 | |
ISSXF |
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
| 2025-03-31 | New Buy New Buy | +0.04% | 40.51 ($42.49) 43.77 | $45.00 | 5.91% | New holding | 162,830 | 162,830 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add Add | +23.07% | 570.51 ($592.23) 610.83 | $627.03 | 5.88% | Add 29.98% | 494,959 | 114,166 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Add Add | +18.02% | 520.18 ($556.01) 576.82 | $627.03 | 12.77% | Add 21.97% | 380,793 | 68,603 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Reduce Reduce | -51.30% | 497.53 ($525.83) 549.64 | $627.03 | 19.25% | Reduce -51.3% | 312,190 | -328,799 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Add Add | +57.95% | 469.56 ($500.36) 525.73 | $627.03 | 25.32% | Add 137.82% | 640,989 | 371,457 | |
IVV | iShares Core S&P 500 ETF | 2023-12-31 | Add Add | +6.50% | 412.55 ($447.6) 479 | $627.03 | 40.09% | Add 6.95% | 269,532 | 17,520 | |
IVV | iShares Core S&P 500 ETF | 2023-09-30 | Add Add | +2.78% | 427.76 ($447.3) 460.18 | $627.03 | 40.18% | Add 2.86% | 252,012 | 7,004 |
Simplify Hedged Equity ETF Total Holding History ($B)
Simplify Hedged Equity ETF's Asset Allocation
Simplify Hedged Equity ETF Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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Simplify Hedged Equity ETF's Hypothetical Growth since 2025-03-31
Simplify Hedged Equity ETF's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Simplify Hedged Equity ETF's Holdings Heat Map
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Simplify Hedged Equity ETF's Holdings Bubble Chart
Simplify Hedged Equity ETF News
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