HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 28.76

Change

-0.12 (-0.42)%

Market Cap

USD 0.22B

Volume

0.04M

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)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.10 (+0.45%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.40 (-0.67%)

USD 35.71B
DFAC Dimensional U.S. Core Equity 2..

-0.28 (-0.82%)

USD 31.07B
DTB DTE Energy Company 2020 Series

-0.07 (-0.31%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

-0.22 (-0.43%)

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

-0.39 (-0.39%)

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

-1.38 (-2.73%)

USD 23.75B
JEPQ JPMorgan Nasdaq Equity Premium..

-0.98 (-1.78%)

USD 16.68B
AVUV Avantis® U.S. Small Cap Value..

-1.05 (-1.09%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

-0.24 (-0.47%)

USD 12.46B

ETFs Containing HEQT

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

-0.28 (-1.07%)

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 13.86% 71% C- 68% D+
Dividend Return 1.11% 23% F 21% F
Total Return 14.96% 71% C- 64% D
Trailing 12 Months  
Capital Gain 18.60% 52% F 50% F
Dividend Return 4.44% 62% D 57% F
Total Return 23.04% 56% F 51% 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 36% 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