HEQT
Simplify Hedged Equity ETF
Morningstar RatingTM
Overall rating based on risk-adjusted returns among
151 funds in the Equity Hedged category as of 11/30/24.
151 funds in the Equity Hedged category as of 11/30/24.
as of 12/13/2024
NAV
$ 30.13NAV Change
+ $ 0.02 /0.07%Price
$ 30.18Price Change
- $ 0.02 /0.07%The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.
Equities + put-spread collars have become a popular way to create more conservative, lower volatility equity investments. By deploying a ladder of collars, that expire over 3 sequential months, the fund seeks to create a hedged equity experience that is additionally robust to rebalancing luck.
Equities + put-spread collars have become a popular way to create more conservative, lower volatility equity investments. By deploying a ladder of collars, that expire over 3 sequential months, the fund seeks to create a hedged equity experience that is additionally robust to rebalancing luck.