Expense Ratio History

HEQT expense ratio history

Simplify Hedged Equity ETF

Fund company
Simplify Exchange Traded
Type
ETF

0.53%

In basis points
53 basis points
Yearly cost per $10,000
$53
Prospectus dated
1 November 2025, filed with the SEC; rounded to 0.01%

Fee over time

HEQT expense ratio: read at 0.53% on 1 Nov 2025.0.00%0.25%0.50%0.75%1.00%Oct 2021Jul 2022Apr 2023Jan 2024Oct 2024Jul 20250.53% on 1 Nov 2025
HEQT expense ratio: read at 0.53% on 1 Nov 2025.0.00%0.25%0.50%0.75%1.00%Oct 2021Mar 2023Aug 20240.53% on 1 Nov 2025
Each dot is a prospectus filed with the SEC or a date we read the fee from a source. The fee hasn't changed between them.

Every figure we've recorded

DateFeeWhat happened
1 Nov 2025 0.53% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-11-01 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
1 Nov 2024 0.53% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-11-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Nov 2023 0.53% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-11-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Oct 2022 0.53% In the prospectusTotal annual fund operating expenses in the prospectus dated 2022-10-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
19 Oct 2021 0.53% In the prospectusTotal annual fund operating expenses in the prospectus dated 2021-10-19 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 0.53% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$666 in fees over 10 years

After fees, $10,000 grows to $15,466.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$54
3 years$170
5 years$297
10 years$666

How we read this figure

The figure is the total annual fund operating expenses line of the fee table in the fund's prospectus, as tagged in the fund company's filing with the SEC. The SEC publishes these figures rounded to four decimal places, so 0.015% appears as 0.02%. The fund company's own page may show a more precise number.

SEC filings give 5 prospectuses for this share class since 2021. Each one is listed above with a link to the filing.

How we read fees

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