HEQTSimplify Hedged Equity ETF
Seeks long term capital appreciation.
By Simplify Asset Management · Launched 2021
Annual Cost
0.43%
#2,116 of 5,861 · average
Fund Size
$314M
#1,945 of 5,861 · large
Dividend YieldGoal
1.20%
Track Record
4 years
#2,472 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,204+12.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 100.4% of fundconcentrated
iShares Trust
98.1%
THE OPTIONS CLEARING CORPORATIONSPX 260515P06500000
0.9%
THE OPTIONS CLEARING CORPORATIONSPX 260618P06290000
0.8%
THE OPTIONS CLEARING CORPORATIONSPX 260417P06610000
0.8%
DREYFUS TRSY OBLIG CASH MDTRXX
0.1%
THE OPTIONS CLEARING CORPORATIONSPX 260417C07260000
-0.0%
THE OPTIONS CLEARING CORPORATIONSPX 260515C07140000
-0.0%
THE OPTIONS CLEARING CORPORATIONSPX 260417P05575000
-0.0%
THE OPTIONS CLEARING CORPORATIONSPX 260515P05475000
-0.1%
THE OPTIONS CLEARING CORPORATIONSPX 260618P05300000
-0.2%
Asset allocation
Stocks
99.8%
Cash
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.0%Low
Year-on-year price swings
Max drawdown
-11.5%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.56Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Invests primarily in equity securities and applies a put/spread collar option overlay strategy, maintaining at least 80% exposure to the S&P 500 Index. This strategy aims to provide downside protection while seeking long-term capital appreciation.
- Inception date
- November 1, 2021
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-04