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 %
Top Holdings: IVV(97.91%) ISSXF(0.04%)
Portfolio Report
Registrant: Simplify Hedged Equity ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Simplify Hedged Equity ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

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

No Available Data

ARCA:HEQT is held by these investors

No Available Data
Simplify Hedged Equity ETF Top Holdings of 2025-03-31 View Full List
Ticker
IVV
ISSXF PUT
ISSXF PUT
ISSXF PUT
ISSXF
ISSXF CALL
ISSXF CALL
ISSXF PUT
ISSXF PUT
ISSXF PUT
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)

To

Simplify Hedged Equity ETF's Asset Allocation

To

Simplify Hedged Equity ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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 %

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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