Simplify US Equity PLUS Downside Convexity ETF
SPD
NYSE Arca
| Weiss Ratings | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Price | $42.24 | |||
| Company Info | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (6), Michael Green (5), Jeffrey A. Schwarte (1), 1 other | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Simplify US Equity PLUS Downside Convexity ETF | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 03, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.20% | |||
| Dividend | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -3.98% | |||
| Stock | 102.08% | |||
| U.S. Stock | 101.60% | |||
| Non-U.S. Stock | 0.48% | |||
| Bond | 1.95% | |||
| U.S. Bond | 1.95% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.05% | |||
| Price History | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.24% | |||
| 30-Day Total Return | 0.69% | |||
| 60-Day Total Return | 1.10% | |||
| 90-Day Total Return | 2.52% | |||
| Year to Date Total Return | 8.75% | |||
| 1-Year Total Return | 8.03% | |||
| 2-Year Total Return | 30.65% | |||
| 3-Year Total Return | 68.53% | |||
| 5-Year Total Return | 48.18% | |||
| Price | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | $41.93 | |||
| 1-Month Low Price | $41.29 | |||
| 1-Month High Price | $42.71 | |||
| 52-Week Low Price | $35.79 | |||
| 52-Week Low Price (Date) | Mar 30, 2026 | |||
| 52-Week High Price | $43.32 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| NAV | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 1-Month Low NAV | $41.29 | |||
| 1-Month High NAV | $42.68 | |||
| 52-Week Low NAV | $35.79 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $43.35 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.94 | |||
| Standard Deviation | 14.16 | |||
| Balance Sheet | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 100.71M | |||
| Operating Ratios | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.53% | |||
| Turnover Ratio | 5.00% | |||
| Performance | SPD - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.87% | |||
| Last Bear Market Total Return | -14.60% | |||