iShares Core S&P 500 ETF

Simplify Hedged Equity ETF

HEQT seeks capital appreciation by investing in ETFs that track the S&P 500 Index, while employing an options collar strategy. Each collar consists of an approximately 5% to 20% out-of-the-money put-spread.

HEQT ETF provides conservative investors with equity exposure while limiting downside risks through put-spread collars. The fund has delivered a solid 17% in total returns since October. Although HEQT has underperformed the S&P 500, this is to be expected. With market valuations at extended levels, I believe conservative investors should look at alternatives like HEQT to protect their portfolios against market drawdowns.

HEQT: Extended Markets Warrant A Hedge

Innovator Equity Bond-Alternative ETF

Cambria Core Equity ETF

Invesco S&P 500 Downside Hedge ETF

Global X S&P 500 Risk Managed Income ETF

Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.

Low-Beta ETFs to Buy Amid Market Turmoil

Aptus Drawdown Managed Equity ETF 

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Global X NASDAQ 100 Covered Call ETF

Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

5 ETFs to Bet On Amid Tech-Driven Market Sell-Off

For investors seeking momentum, Simplify Hedged Equity ETF HEQT is probably on the radar. The fund just hit a 52-week high and is up about 18% from its 52-week low price of $23.70/share.

Volatility Hedged ETF (HEQT) Hits New 52-Week High

Simplify Hedged Equity ETF offers a unique and innovative way to hedge equities and mitigate downside risk. The HEQT ETF combines long equity positions with options strategies to provide a cushion against market volatility. The fund's sector composition closely mirrors that of the S&P 500, allowing it to capture growth potential while maintaining a diversified portfolio.

HEQT: Good Timing For A Hedged Play That's Different

Simplify Aggregate Bond Plus Credit Hedge ETF

Simplify Stable Income ETF

Simplify High Yield PLUS Credit Hedge ETF

Simplify Opportunistic Income Etf

Simplify Managed Futures Strategy ETF

Simplify Tail Risk Strategy ETF

Simplify Market Neutral Equity Long/Short ETF

Simplify Macro Strategy ETF

Simplify Commodities Strategy No K-1 ETF

Simplify Enhanced Income ETF

Simplify Bitcoin Strategy PLUS Income ETF

Simplify MBS ETF

Simplify Interest Rate Hedge ETF

Simplify Health Care ETF

Simplify Multi-Qis Alternative ETF

Simplify US Equity PLUS GBTC ETF

Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS QIS ETF

Simplify US Equity Plus Upside Convexity ETF

Simplify Propel Opportunities ETF

Simplify Volatility Premium ETF

Simplify Short Term Treasury Futures Strategy ETF

Simplify Risk Parity Treasury ETF

Simplify Volt RoboCar Disruption and Tech ETF

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2023

Equities have performed well in 2023 despite pessimistic expectations, thanks to the AI revolution and mega-cap tech stocks. The Simplify Hedged Equity ETF uses an innovative put-spread collar strategy to reduce volatility and downside risk for investors. With stretched valuations and uncertainty for 2024, cautious retail investors may find HEQT a smart way to buy equities compared to SPY.

HEQT: A Smart Way To Buy Equities In Today's Market

Simplify Hedged Equity ETF is a well-designed fund for conservative investors seeking equity market participation with reduced drawdowns. HEQT uses a ladder of put-spread collars to hedge downside exposure and has outperformed the S&P 500 in 2022. The fund may be suitable for investors who want protection from 5-20% drawdowns and are willing to trade away some upside potential.

HEQT: Designed For Conservative Investors

AGFiQ U.S. Market Neutral Anti-Beta Fund

AdvisorShares Dorsey Wright Short ETF

Cambria Tail Risk ETF

While the stock market has defied expectations in 2023 and reached new heights, there are valid reasons to approach the current situation with caution. The excitement for AI, the concentration of stocks in a few firms and still-present inflationary pressure indicate potential bubbles.

Is the Stocks' Bull Run Coming to an End? ETFs to Gain

Simplify Hedged Equity ETF is an options-based fund that trades S&P 500 futures and options contracts to generate income and offer downside protection. The fund's approach is similar to NUSI but uses a different strategy of buying layers of put spreads instead of buying puts, which is cheaper. Despite being a relatively new fund, it has outperformed S&P 500 and NUSI during its short existence, but its low dividend yield may deter some investors.

HEQT: A Young Fund With Promising Results So Far

Advisorshares Let Bob AI Powered Momentum ETF

Global X Nasdaq 100 Risk Managed Income ETF

Low-beta ETFs exhibit greater levels of stability than their market-sensitive counterparts and will usually lose less when the market is crumbling.

Low-Beta ETFs to Counter Market Volatility

Simplify Hedged Equity ETF is a hedged equity fund. The fund 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.

News for Simplify Hedged Equity ETF ETF (HEQT)