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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
| Time Frame | SPD | S&P500 |
|---|---|---|
| 1-Week Return | 1.57% | 1.44% |
| 1-Month Return | -1.69% | -1.83% |
| 3-Month Return | 13.11% | 13.68% |
| 6-Month Return | 5.4% | 9.1% |
| 1-Year Return | 8.48% | 20.19% |
| 3-Year Return | 51.05% | 67.98% |
| 5-Year Return | 34.94% | 71.9% |
| 10-Year Return | 66.49% | 258.41% |
| Stock name | Ticker | Weight |
|---|---|---|
 ISHARES CORE S+P 500 ETF | IVV | 95.62% |
 TRS SBAR SOFR +140 051427 | TRS.SBAR.SOFR..140.051427 | 15.01% |
 TRS SBAR SOFR +95 061527 | TRS.SBAR.SOFR..95.061527 | 10.09% |
 B 09/01/26 Govt | B.09.01.26.Govt | 2.17% |
 B 10/15/26 Govt | B.10.15.26.Govt | 0.86% |
 B 12/3/26 Govt | B.12.3.26.Govt | 0.7% |
 SPXW US 09/18/26 P6500 Index | SPXW.US.09.18.26.P6500.Index | 0.44% |
 SPXW US 08/21/26 P6300 Index | SPXW.US.08.21.26.P6300.Index | 0.25% |
 SPXW US 09/18/26 C7950 Index | SPXW.US.09.18.26.C7950.Index | 0.09% |
 SPXW US 09/18/26 C7975 Index | SPXW.US.09.18.26.C7975.Index | 0.09% |
 Cash | Cash | 0.05% |
 SPXW US 09/18/26 C8100 Index | SPXW.US.09.18.26.C8100.Index | 0.04% |
 SPXW US 08/21/26 C7950 Index | SPXW.US.08.21.26.C7950.Index | 0.03% |
 SPXW US 07/06/26 P7325 Index | SPXW.US.07.06.26.P7325.Index | 0.02% |
 SPXW US 07/17/26 P6000 Index | SPXW.US.07.17.26.P6000.Index | 0.02% |
 SPXW US 07/17/26 C7650 Index | SPXW.US.07.17.26.C7650.Index | 0.02% |
 SPXW US 08/21/26 C8000 Index | SPXW.US.08.21.26.C8000.Index | 0.01% |
 SPXW US 07/17/26 C7700 Index | SPXW.US.07.17.26.C7700.Index | 0.01% |
 SPXW US 07/31/26 C7900 Index | SPXW.US.07.31.26.C7900.Index | 0.01% |
 SPXW US 07/17/26 C7850 Index | SPXW.US.07.17.26.C7850.Index | 0% |
 SPXW US 07/06/26 P7275 Index | SPXW.US.07.06.26.P7275.Index | -0.01% |
 SPXW US 07/17/26 P5700 Index | SPXW.US.07.17.26.P5700.Index | -0.02% |
 SPXW US 08/21/26 P6000 Index | SPXW.US.08.21.26.P6000.Index | -0.17% |
 SPXW US 09/18/26 P6000 Index | SPXW.US.09.18.26.P6000.Index | -0.23% |
| TRS SBAR SOFR +95 061527 | TRS.SBAR.SOFR..95.061527 | -10.09% |
| TRS SBAR SOFR +140 051427 | TRS.SBAR.SOFR..140.051427 | -15.01% |
| Sector | Weight |
|---|---|
|
Information Technology | 37.54% |
|
Financials | 11.70% |
|
Communication services | 10.41% |
|
Consumer discretionary | 9.53% |
|
Health care | 8.85% |
|
All Others | 21.98% |
Simplify US Equity PLUS Downside Convexity ETF (SPD) share price today is $41.3592.
Yes, Indians can buy shares of Simplify US Equity PLUS Downside Convexity ETF (SPD) on Vested. To buy SPD from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Simplify US Equity PLUS Downside Convexity ETF (SPD) on Vested. You can start investing in Simplify US Equity PLUS Downside Convexity ETF (SPD) with a minimum investment of $1.
The 52-week high price of Simplify US Equity PLUS Downside Convexity ETF (SPD) is $42.19. The 52-week low price of Simplify US Equity PLUS Downside Convexity ETF (SPD) is $35.63.
The stock symbol (or ticker) of Simplify US Equity PLUS Downside Convexity ETF is SPD.
Yes, you can setup SIP in Simplify US Equity PLUS Downside Convexity ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of SPD on the Vested app.
The expense ratio of Simplify US Equity PLUS Downside Convexity ETF (SPD) is 0.53%.
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