ARCA:HEQT

Simplify Hedged Equity ETF

$ 29.46 0.07 ( +0.24%) 03:59 PM EST
PE Ratio:
24.54
PB Ratio:
4.29
Volume:
59.91K
Dividend Yield %:
1.22
Last Holding update 2025-02-28 1 Stocks (0 new)
Value $291.00 Mil Turnover 23 %
Top Holdings: IVV(100.00%)
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

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Annualized Return %  

Symbol
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YTD
1 Year
3 Years
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Total Annual Return %  

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2024
2023
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Simplify Hedged Equity ETF Key Statistics

Name Value
Day's Open ($) 29.36
Day's Range ($) 29.35 - 29.46
Day's Volume 59,909
52-Week Range ($) 26.7 - 30.53
Beta 0.47
3-Year Sharpe Ratio 0.36
3-Year Sortino Ratio 0.52
Volatility 8.23
14-Day RSI 67.96
14-Day ATR ($) 0.252627
20-Day SMA ($) 28.691565

Fundamental Data

Name Value
Market Cap (Mil $) 420.594
Shares Outstanding (Mil) 14.28
PE Ratio 24.54
PE Ratio (10y Range) 17.36 - 25.2
PE Ratio (10y Median) 20.1
PB Ratio 4.29
PB Ratio (10y Range) 2.5 - 4.59
PB Ratio (10y Median) 3.76

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.36
Dividend Yield % 1.22
Dividend Yield % (10y Range) 0.27 - 4.89
Dividend Yield % (10y Median) 3.22
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 2024-12-31 View Full List
Ticker
IVV
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
494,959
291,372.5
+29.98%
100.000
+23.07%
0.050
-2.55%
+1.42%
593,667.3
 

Simplify Hedged Equity ETF's Historical Top Holdings Breakdowns

Simplify Hedged Equity ETF's Top Stock Picks View Full List
Ticker
IVV
IVV
IVV
IVV
IVV
IVV
IVV
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+23.07%
●
570.51 ($592.23) 610.83
$597.04
0.81%
Add 29.98%
494,959
114,166
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+18.02%
●
520.18 ($556.01) 576.82
$597.04
7.38%
Add 21.97%
380,793
68,603
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-51.30%
●
497.53 ($525.83) 549.64
$597.04
13.54%
Reduce -51.3%
312,190
-328,799
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+57.95%
●
469.56 ($500.36) 525.73
$597.04
19.32%
Add 137.82%
640,989
371,457
IVV 		iShares Core S&P 500 ETF2023-12-31Add
+6.50%
●
412.55 ($447.6) 479
$597.04
33.39%
Add 6.95%
269,532
17,520
IVV 		iShares Core S&P 500 ETF2023-09-30Add
+2.78%
●
427.76 ($447.3) 460.18
$597.04
33.48%
Add 2.86%
252,012
7,004
IVV 		iShares Core S&P 500 ETF2023-06-30Add
+2.24%
●
404.91 ($420.31) 445.71
$597.04
42.05%
Add 2.3%
245,008
5,499

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 2024-12-31

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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