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HEQT ETF · Simplify Hedged Equity ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +4.05% | +1.50% | +18.82% | +45.80% | N/A | +4.55% | +4.55% | +2.20% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +1.50% | +18.82% | +45.80% | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
The HEQT ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.
To find out more about HEQT's exposure, please refer to the as provided by Simplify.
Sustainability
Issuer
| AuM | ||
|---|---|---|
SBIL | Simplify Government Money Market ETF | €4.12B |
MTBA | Simplify MBS ETF | €1.45B |
CTA | Simplify Managed Futures Strategy ETF | €1.32B |
TUA | Simplify Short Term Treasury Futures Strategy ETF | €705M |
SVOL | Simplify Volatility Premium ETF | €503M |
Frequently asked questions about HEQT
What does Simplify Hedged Equity ETF, HEQT, invest in?
HEQT is a Active ETF. This ETF provides exposure to Large Cap US Equities.
What is the Total Expense ratio (TER) of HEQT?
HEQT carries a total expense ratio (TER) of 0.2%, indicating the annual cost for holding the fund.
When was HEQT launched?
HEQT was introduced to the market on November 2, 2021. It trades on United States
Who is the ETF issuer of HEQT?
Simplify Hedged Equity ETF, HEQT, is provided by Simplify. Learn more about Simplify here.
What is the current assets under management (AUM) of HEQT?
HEQT oversees €272M in assets as of April 21, 2026.
How has HEQT performed lately?
Based on data from April 21, 2026, HEQT returned 4.05% over the past month, 1.50% over the last three months and 2.20% year-to-date.
What are the latest inflows or outflows for HEQT?
As of April 21, 2026, HEQT recorded net flows of -€11M over the last month and -€16M year-to-date.
Does HEQT distribute dividends?
HEQT follows a distributing dividend policy, meaning it pays out income to investors. As of April 21, 2026, its 12-month trailing yield was 1.23%.
What are the main country or region exposures of HEQT?
As of February 28, 2026, HEQT has significant geographic allocations in USA and Ireland.
In which sector or theme does HEQT invest in?
As of February 28, 2026, HEQT focuses largely on Information Technology, Financials and Communication Services.
How many securities does HEQT hold and how diversified is it?
As of February 28, 2026, HEQT holds 504 positions in its portfolio, with 42.39% of assets concentrated in its top 15 holdings.
What are the main positions in HEQT?
As of February 28, 2026, HEQT top three holdings include NVIDIA, APPLE and MICROSOFT-T.
What is the base currency of HEQT?
The base currency of HEQT is USD.
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