Simplify Hedged Equity ETF

Frequently Asked Questions About HEQT

What does HEQT invest in?

The Simplify Hedged Equity ETF (HEQT) is engineered to generate long-term capital growth by focusing its investments on major U.S. companies. Simultaneously, it employs a sophisticated strategy of put-spread collars. These options contracts are specifically structured to provide a protective layer for its equity exposure, thereby dampening market fluctuations and mitigating overall risk. This blending of equity investments with put-spread collars has emerged as a favored technique for constructing more stable and risk-aware equity portfolios. Such an approach enables participation in potential market rallies while establishing safeguards against significant downturns. HEQT further refines this strategy by implementing a rolling series of these collars, with expirations staggered across three consecutive months. This systematic, laddered approach aims to make the fund's hedged equity experience more robust and less susceptible to the timing impact of rebalancing decisions.

What is the expense ratio of HEQT?

Simplify Hedged Equity ETF (HEQT) charges an expense ratio of 0.53%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HEQT?

Simplify Hedged Equity ETF (HEQT) manages $300.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HEQT actively managed or an index fund?

HEQT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HEQT launched?

Simplify Hedged Equity ETF (HEQT) launched in November 2021 and is managed by Simplify.

How has HEQT performed?

HEQT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.