HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 28.88

Change

+0.05 (+0.16)%

Market Cap

USD 0.22B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities and applying an option overlay known as a "put/spread collar" strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund"s portfolio in underlying ETFs.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Others

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DTB DTE Energy Company 2020 Series

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JPST JPMorgan Ultra-Short Income ET..

N/A

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SGOV iShares® 0-3 Month Treasury B..

N/A

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GBTC Grayscale Bitcoin Trust (BTC)

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

+0.10 (+0.24%)

USD 11.30B

ETFs Containing HEQT

HEQL:CA Global X Enhanced All-Equ.. 125.37 % 0.00 %

N/A

CAD 7.11M

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.33% 72% C 68% D+
Dividend Return 1.11% 22% F 21% F
Total Return 15.44% 72% C 64% D
Trailing 12 Months  
Capital Gain 18.31% 55% F 52% F
Dividend Return 4.41% 67% D+ 58% F
Total Return 22.72% 59% D- 53% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.43% N/A N/A 51% F
Dividend Return 5.25% N/A N/A 48% F
Total Return 1.82% N/A N/A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 7.68% N/A N/A 83% B
Risk Adjusted Return 68.36% N/A N/A 82% B
Market Capitalization 0.22B 73% C 35% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike