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Simplify US Equity PLUS Downside Convexity ETF, ETF

SPD

NYSE ARCA

$34.6795

+$0.02

(0.06%)

Provider: Simplify Asset Management Category: Large Blend

Price Chart

Key Metrics

Expense Ratio info-icon
The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.
0.53%
Volume info-icon
This is the total number of shares traded during the most recent trading day.
18.17K
Avg Volume info-icon
This is the average number of shares traded during the most recent 30 days.
0
Dividend Yield info-icon
This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).
1.1%
Beta info-icon
This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.
0.70
52-week Range info-icon
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).
$29.36 L
$35.3 H
$34.6795

About Simplify US Equity PLUS Downside Convexity ETF, ETF

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The downside convexity option overlay strategy includes purchasing exchange-traded and over-the-counter (OTC) put options on the S&P 500 Index or an S&P 500 Index ETF. more

Provider: Simplify Asset ManagementCategory: Large Blend

Returns

Time FrameSPDS&P500
1-Week Return1.82%1.53%
1-Month Return4.56%4.75%
3-Month Return1.12%2.77%
6-Month Return8.71%12.18%
1-Year Return15.44%22.34%
3-Year Return12.56%38.91%
5-Year Return39.6%80.7%

Largest Holdings

Stock name Ticker Weight
IVV-img iShares Trust - iShares Core S&P 500 ETF
IVV
99.42%

Sector Breakdown

Sector Weight
Information Technology
33.72%
Financials
13.16%
Consumer discretionary
11.42%
Health care
10.10%
Communication services
9.37%
All Others
22.22%

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