Simplify Exchange Traded Etf Profile

HEQT Etf  USD 29.89  0.13  0.43%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Simplify Exchange is selling for under 29.89 as of the 26th of February 2025; that is 0.43 percent down since the beginning of the trading day. The etf's last reported lowest price was 29.8. Simplify Exchange has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities and applying an option overlay known as a putspread collar strategy. Simplify Hedged is traded on NYSEARCA Exchange in the United States. More on Simplify Exchange Traded

Moving together with Simplify Etf

  0.93ACIO Aptus Collared IncomePairCorr
  0.91ADME Aptus Drawdown ManagedPairCorr
  0.66SWAN Amplify BlackSwan GrowthPairCorr
  0.75PHDG Invesco SP 500PairCorr
  0.93MSTB ETF Series SolutionsPairCorr

Simplify Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Equity Hedged, Simplify Asset Management (View all Sectors)
IssuerSimplify Asset Management
Inception Date2021-11-01
Entity TypeRegulated Investment Company
Asset Under Management405.32 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorSimplify Asset Management Inc.
CustodianThe Bank of New York Mellon Corporation
DistributorForeside Fund Services, LLC
Portfolio ManagerPaul Kim, David Berns, Michael Green
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents13.0
Market MakerWolverine Trading
Total Expense0.53
Management Fee0.5
Country NameUSA
Returns Y T D1.83
NameSimplify Exchange Traded Funds
Currency CodeUSD
Open FigiBBG0137XKTJ6
In Threey Volatility8.47
1y Volatility6.37
200 Day M A28.6978
50 Day M A29.9749
CodeHEQT
Updated At24th of February 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.7
TypeETF
Simplify Exchange Traded [HEQT] is traded in USA and was established 2021-11-01. The fund is listed under Equity Hedged category and is part of Simplify Asset Management family. The entity is thematically classified as Large Cap ETFs. Simplify Exchange Traded currently have 66.34 M in assets under management (AUM). , while the total return for the last 3 years was 11.2%.
Check Simplify Exchange Probability Of Bankruptcy

Simplify Exchange Traded Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Exchange. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Simplify Exchange Against Markets

When determining whether Simplify Exchange Traded is a strong investment it is important to analyze Simplify Exchange's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simplify Exchange's future performance. For an informed investment choice regarding Simplify Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Simplify Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of Simplify Exchange Traded is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Exchange's value that differs from its market value or its book value, called intrinsic value, which is Simplify Exchange's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simplify Exchange's market value can be influenced by many factors that don't directly affect Simplify Exchange's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simplify Exchange's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Exchange is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Exchange's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.