(HEQT) Simplify Exchange - Performance 10% in 12m
Compare HEQT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.47%
#8 in Group
Rel. Strength
63.49%
#2915 in Universe
Total Return 12m
9.99%
#8 in Group
Total Return 5y
26.36%
#14 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: HEQT (10%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
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 | 0.16% | -0.91% | -0.91% |
| 3 Months | -4.53% | -7.61% | -7.61% |
| 12 Months | 9.99% | 10.06% | 10.06% |
| 5 Years | 26.36% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | HEQT | SPY | S&P 500 |
| 1 Month | 17.3% | 1.2% | 1.2% |
| 3 Months | -89.3% | -89.2% | -89.2% |
| 12 Months | 71.4% | 56.2% | 56.2% |
| 5 Years | 88.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #13 | 1.07% | 1.07% |
| 3 Month | #16 | 3.34% | 3.34% |
| 12 Month | #8 | -0.07% | -0.07% |
| 5 Years | #6 | -0.29% | -0.29% |
FAQs
Does HEQT Simplify Exchange outperforms the market?
No,
over the last 12 months HEQT made 9.99%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months HEQT made -4.53%, while SPY made -7.61%.
Over the last 3 months HEQT made -4.53%, while SPY made -7.61%.
Performance Comparison HEQT vs Indeces and Sectors
HEQT vs. Indices HEQT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.35% | 1.07% | 2.64% | -0.07% |
| US NASDAQ 100 | QQQ | -5.21% | -1.25% | 3.16% | -0.57% |
| US Dow Jones Industrial 30 | DIA | -1.62% | 3.61% | 1.87% | 2.70% |
| German DAX 40 | DAX | -3.55% | -0.95% | -16.5% | -13.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.59% | 2.76% | 3.71% | 5.02% |
| Hongkong Hang Seng | HSI | - | 2.16% | 1.61% | -0.18% |
| India NIFTY 50 | INDA | 1.71% | -3.84% | 0.91% | 7.33% |
| Brasil Bovespa | EWZ | -4.02% | -5.68% | -2.94% | 16.9% |
HEQT vs. Sectors HEQT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.67% | 1.24% | -5.43% | -11.9% |
| Consumer Discretionary | XLY | -5.15% | -0.66% | -1.35% | -1.59% |
| Consumer Staples | XLP | 3.0% | 0.69% | -3.81% | 0.07% |
| Energy | XLE | 0.13% | 11.6% | 2.82% | 21.3% |
| Financial | XLF | -1.42% | 2.45% | -6.02% | -11.3% |
| Health Care | XLV | -1.34% | 4.77% | 3.89% | 9.21% |
| Industrial | XLI | -2.75% | 0.76% | 1.69% | 2.91% |
| Materials | XLB | -0.78% | 3.09% | 8.98% | 15.7% |
| Real Estate | XLRE | 0.07% | 1.93% | 3.08% | -5.39% |
| Technology | XLK | -6.87% | -1.11% | 8.61% | 5.07% |
| Utilities | XLU | 0.11% | -0.41% | -3.04% | -11.8% |
| Aerospace & Defense | XAR | -5.70% | -6.78% | -10.0% | -16.0% |
| Biotech | XBI | -3.68% | -0.80% | 15.5% | 14.1% |
| Homebuilder | XHB | -0.07% | 3.26% | 16.7% | 19.5% |
| Retail | XRT | -0.91% | 0.29% | 6.50% | 14.2% |