HEQT — Simplify Hedged Equity ETF
Simplify Hedged Equity ETF (HEQT)
HEQT pays a 1.15% distribution rate, quarterly, on a 0.43% expense ratio. Its Distribution Safety Score™ is 92 (Safe), giving a Safety-Adjusted Yield of 1.06%. Total return is 55.4% over the past 4.8 years, 24.6 points behind SPY at 80.0%. Its deepest 1-year drawdown was 5.1%.
Simplify Hedged Equity ETF is an ETF that invests primarily in S&P 500-tracking ETFs while using a put/spread collar options strategy to manage downside risk. The fund distributes quarterly with a modest current distribution rate and carries an expense ratio of 0.43%. It appeals to equity investors seeking broad market exposure with downside hedging rather than pure growth or aggressive income strategies.
HEQT key facts
- Distribution Safety Score™
- 92 · Safe
- Safety-Adjusted Yield
- 1.06%
- Issuer
- Simplify ETFs
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 11/01/2021
- Expense ratio
- 0.43%
- Distribution rate
- 1.15%
- Distribution frequency
- Quarterly
- Trailing yield
- 1.15%
- Last close
- $34.65
- AUM
- $303,350,000
- Average volume
- 23200.0
- Last dividend
- $0.1000
- Ex-dividend date
- 06/25/2026
- Payment date
- 06/30/2026
- Beta
- 0.56
- P/E ratio
- 25.9526
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