(HEQT) Simplify Exchange - Performance 8.8% in 12m
HEQT performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
57.18%
#10 in Peer-Group
Rel. Strength
55.32%
#3399 in Stock-Universe
Total Return 12m
8.77%
#9 in Peer-Group
Total Return 5y
31.71%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 30.44 USD |
| 52 Week Low | 26.49 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.11 |
| Buy/Sell Signal +-5 | 1.70 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HEQT (8.8%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer in Equity Hedged
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NUSI NYSE ARCA NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
0.12% | 7.94% | 67.3% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.17% | 7.79% | 41.4% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
0.23% | 2.97% | 53% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.6% | 4.89% | 15.6% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
1.15% | 8.77% | 31.7% | - | - | - | - | - |
| HELO NYSE ARCA J.P. Morgan Exchange-Traded |
0.34% | 6.52% | 25.2% | - | - | - | - | - |
Performance Comparison: HEQT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HEQT
| Total Return (including Dividends) | HEQT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.15% | 0.44% | 0.44% |
| 3 Months | 4.12% | 6.81% | 6.81% |
| 12 Months | 8.77% | 10.31% | 10.31% |
| 5 Years | 31.71% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | HEQT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 94.5% | 83% | 83% |
| 3 Months | 82.2% | 77.5% | 77.5% |
| 12 Months | 54.4% | 43.1% | 43.1% |
| 5 Years | 89% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #6 | 0.71% | 0.71% |
| 3 Month | #15 | -2.52% | -2.52% |
| 12 Month | #11 | -1.40% | -1.40% |
| 5 Years | #10 | -3.57% | -3.57% |
FAQs
Does Simplify Exchange (HEQT) outperform the market?
No,
over the last 12 months HEQT made 8.77%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months HEQT made 4.12%, while SPY made 6.81%.
Performance Comparison HEQT vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HEQT vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.1% | 0.7% | -1.1% | -2% |
| US NASDAQ 100 | QQQ | 1.1% | -0.2% | -1.3% | -1% |
| German DAX 40 | DAX | 3.1% | 3.7% | -13.3% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1% | 1.5% | 0.5% | -3% |
| Hongkong Hang Seng | HSI | 2.1% | -2.7% | -18.2% | -18% |
| India NIFTY 50 | INDA | 3.2% | 3% | 1.1% | 11% |
| Brasil Bovespa | EWZ | -0.9% | -0.4% | -26.3% | -2% |
HEQT vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.4% | -0.4% | -5.1% | -16% |
| Consumer Discretionary | XLY | 2.4% | 4.3% | 9% | -9% |
| Consumer Staples | XLP | 1.7% | 3.4% | -0.1% | 3% |
| Energy | XLE | -1.6% | -3.3% | -5.1% | 6% |
| Financial | XLF | 2% | 3.9% | -4.8% | -15% |
| Health Care | XLV | 2.3% | 2% | 3.6% | 16% |
| Industrial | XLI | 1.9% | 2.6% | -6.8% | -8% |
| Materials | XLB | 1.6% | 1.5% | -1.4% | 10% |
| Real Estate | XLRE | 0.8% | 1.8% | -3% | -4% |
| Technology | XLK | -0.1% | -1.9% | -3% | 4% |
| Utilities | XLU | 0.9% | 3.5% | -7.8% | -11% |
| Aerospace & Defense | XAR | 1.5% | -3.1% | -20.2% | -31% |
| Biotech | XBI | 2.5% | -2.5% | 9.5% | 16% |
| Homebuilder | XHB | 3.8% | 7.7% | 13.8% | 19% |
| Retail | XRT | 2.6% | 1.1% | 5.6% | 7% |
HEQT vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.5% | -18.9% | -11.4% | 4% |
| Natural Gas | UNG | -12.9% | -14.4% | -22.9% | 18% |
| Gold | GLD | -0.2% | -3% | -28.2% | -35% |
| Silver | SLV | -0.5% | -11.9% | -22.5% | -15% |
| Copper | CPER | -0.7% | -3.2% | -17% | -1% |
HEQT vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.2% | 0.1% | 2.5% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.4% | 0.5% | -2.8% | -0% |