Simplify Provides Estimated Capital Gain Distribution Information for 2025

NEW YORK--(BUSINESS WIRE)--Simplify Asset Management announces that it expects to deliver capital gains distributions across ten ETFs.

Business Wire • Dec 12, 2025

HEQT: A Promising Hedged ETF With Reasonable Fees

HEQT offers a compelling hedged equity solution for investors seeking S&P 500 exposure with reduced downside risk and volatility. The fund uses a laddered put/spread collar options strategy, providing protection against 5-20% market declines while maintaining capital appreciation potential. HEQT outperforms the S&P 500 and other hedged ETFs in risk-adjusted returns and has a low expense ratio among peers.

Seeking Alpha • Jul 12, 2025

ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload

Paisley Nardini, Simplify Asset Management managing director and portfolio manager, and Dave Nadig, financial futurist, join Dom Chu on “ETF Edge” to talk about new investor optimism, ETFs adopting a hedge fund- like strategy and what these funds can do for investors now.

CNBC Television • May 20, 2025

ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries

Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.

Zacks Investment Research • Mar 19, 2025

The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT

CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.

Zacks Investment Research • Mar 6, 2025

Low-Beta ETFs to Hedge Against Trade War Risks

Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.

Zacks Investment Research • Mar 5, 2025

HEQT: Very Robust 2024, But Equities Are Now Expensive (Rating Downgrade)

HEQT, a collar strategy ETF, delivered a 20% return in the past year but is now rated 'Hold' due to high S&P 500 P/E ratios. Collar funds like HEQT hedge the downside by selling call options and buying put spreads, capturing 60%-80% of the index's upside and minimizing losses during downturns. HEQT's laddered rolling collar strategy outperforms peers like PJAN in up markets but carries a higher risk and reward.

Seeking Alpha • Jan 6, 2025

Simplify Provides Estimated Capital Gain Distribution Information for 2024

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

Business Wire • Nov 27, 2024

HEQT: Extended Markets Warrant A Hedge

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.

Seeking Alpha • Aug 15, 2024

Low-Beta ETFs to Buy Amid Market Turmoil

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

Zacks Investment Research • Aug 8, 2024