HEQT ETF
Simplify Hedged Equity ETF
HEQT ETF Overview
HEQT ETF (Simplify Hedged Equity ETF) is managed by Simplify Exchange Traded Funds with $304.6M in net assets. HEQT expense ratio is 0.43%, holding 11 positions across sectors including Financials. Inception date: 2021-11-01.
HEQT performance shows a YTD return of 5.58%. The 1-year return is 12.02%. HEQT dividend yield stands at 1.19%, paid quarterly.
HEQT top holdings include Ishares Core S&p 500 ETF (100.6%), Spx Us 09/18/26 P7110 Index (0.3%), Spx Us 08/21/26 P7125 Index (0.2%), Hayfin Emerald Clo I Dac,6.988 04/17/2034 (0.0%), Dunedin Income Growth Investment Trust Plc Trs (0.0%). Go to all HEQT holdings, HEQT sectors, or HEQT dividends.
HEQT can be compared against other funds. Use HEQT overlap to find shared positions, or HEQT vs another fund for a side-by-side view. HEQT alternatives are available via the screener, along with tax-loss harvesting opportunities.