HELO vs HEQT
YTDYear to date
HEQT wins+3.2 pts
Past year
HEQT wins+3.1 pts
Fee
HEQT winslower fee
Yield
HEQT wins+0.6 pts
AUM
HELO15.8× more
4–0HEQT wins
HELO and HEQT · year-to-date · as of Nov 10, 2026 · AUM not scored
HEQT vs S&P 500
YTD$34.04 · +1.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.5%−2.2%−0.8%+7.2%+9.2%+49.5%+51.7%+52.9%
Peer average+1.6%−2.6%−2.0%+5.5%+6.9%+51.0%+51.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Simplify HEQT and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
HEQT’s Holdings
TodaySimplify HEQT · 11 holdings · tile size = share of the fund · as of Nov 9, 2026
All 31 Hedged Equity ETFs
Today| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.0% | +1.3% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.4% | +0.6% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.3% | +2.1% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.0% | +0.9% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | +1.3% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +16.7% | +1.7% | $621M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −0.7% | +1.9% | $475M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.2% | +1.5% | $304M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.7% | +1.7% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.3% | +1.2% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.0% | +8.2% | +1.5% | $130M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.0% | +1.8% | $101M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | +2.0% | $98.6M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.5% | +1.9% | $94.5M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.6% | +1.9% | $43.1M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.7% | +7.5% | +1.7% | $41.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 10, 2026
HEQT Payouts by Year
6YLatest payout, Sep 2026
$0.10
a share · every quarter
1.2% yield
1.2% yield
6 years added up
$3.05 a share
$3.05 a share
Simplify HEQT · per-share distributions by ex-date · 2021–2026
HEQT’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | +1.3% | +4.0% | +6.2% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.6% | +4.4% | +6.2% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +2.1% | +5.3% | +7.0% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.9% | +7.0% | +8.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.3% | +5.4% | +6.0% | $719M | |
| 6 | HEQT | Simplify Hedged Equity ETFThis fund | 0.48% | 1.2% | +1.5% | +7.2% | +9.2% | $304M |
#15 of 29 this year · #3 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
HEQT and its peer group · total return · as of Nov 10, 2026
Cards for This View
HEQT’s Top 10 Holdings
Today98.4%of HEQT sits in these 1
Simplify HEQT · weight in the fund · as of Nov 9, 2026
HEQT’s Holdings
TodaySimplify HEQT · 11 holdings · tile size = share of the fund · as of Nov 9, 2026
HEQT vs Peer Average
YTDHEQTAvsBPeer average
1D+1.5%+1.6%
1M−2.2%−2.6%
3M−0.8%−2.0%
YTD+7.2%+5.5%
1Y+9.2%+6.9%
3Y+49.5%+51.0%
5Y+51.7%+51.3%
5–2HEQT wins
30 Hedged equity peers · each row scaled to its leader