Simplify US Equity PLUS Downside Convexity ETF
SPD
NYSE Arca
| Weiss Ratings | SPD - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | SPD - NYSE Arca | Click to Compare |
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| Price | $41.79 | |||
| Company Info | SPD - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (5), 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 |
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| 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 |
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| Dividend Yield | 0.95% | |||
| Dividend | SPD - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.18% | |||
| Asset Allocation | SPD - NYSE Arca | Click to Compare |
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| Cash | 7.31% | |||
| Stock | 96.48% | |||
| U.S. Stock | 96.02% | |||
| Non-U.S. Stock | 0.46% | |||
| Bond | 6.59% | |||
| U.S. Bond | 6.59% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -10.38% | |||
| Price History | SPD - NYSE Arca | Click to Compare |
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| 7-Day Total Return | 0.73% | |||
| 30-Day Total Return | -1.32% | |||
| 60-Day Total Return | 2.04% | |||
| 90-Day Total Return | 0.84% | |||
| Year to Date Total Return | 7.50% | |||
| 1-Year Total Return | 7.91% | |||
| 2-Year Total Return | 30.96% | |||
| 3-Year Total Return | 59.36% | |||
| 5-Year Total Return | 43.78% | |||
| Price | SPD - NYSE Arca | Click to Compare |
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| Closing Price | $41.67 | |||
| 1-Month Low Price | $41.29 | |||
| 1-Month High Price | $42.62 | |||
| 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 |
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| 1-Month Low NAV | $41.29 | |||
| 1-Month High NAV | $42.66 | |||
| 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 |
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| Beta | 0.94 | |||
| Standard Deviation | 14.48 | |||
| Balance Sheet | SPD - NYSE Arca | Click to Compare |
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| Total Assets | 103.58M | |||
| Operating Ratios | SPD - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 5.00% | |||
| Performance | SPD - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 12.87% | |||
| Last Bear Market Total Return | -14.60% | |||