Simplify US Equity Plus QIS ETF
SPQ
NYSE Arca
| Weiss Ratings | SPQ - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Valuation | SPQ - NYSE Arca | Click to Compare |
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| Price | $24.61 | |||
| Company Info | SPQ - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (1), David Jackson (1), Roxton McNeal (0), 1 other | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | SPQ - NYSE Arca | Click to Compare |
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| Fund Name | Simplify US Equity Plus QIS ETF | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 13, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SPQ - NYSE Arca | Click to Compare |
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| Dividend Yield | 17.17% | |||
| Dividend | SPQ - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | SPQ - NYSE Arca | Click to Compare |
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| Cash | 29.80% | |||
| Stock | 70.58% | |||
| U.S. Stock | 70.23% | |||
| Non-U.S. Stock | 0.35% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.38% | |||
| Price History | SPQ - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -10.00% | |||
| 30-Day Total Return | -11.60% | |||
| 60-Day Total Return | -10.00% | |||
| 90-Day Total Return | -13.23% | |||
| Year to Date Total Return | -9.44% | |||
| 1-Year Total Return | 2.16% | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | SPQ - NYSE Arca | Click to Compare |
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| Closing Price | $26.42 | |||
| 1-Month Low Price | $26.42 | |||
| 1-Month High Price | $28.48 | |||
| 52-Week Low Price | $26.42 | |||
| 52-Week Low Price (Date) | Mar 04, 2025 | |||
| 52-Week High Price | $32.89 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| NAV | SPQ - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $26.39 | |||
| 1-Month High NAV | $28.45 | |||
| 52-Week Low NAV | $26.39 | |||
| 52-Week Low NAV (Date) | Mar 04, 2025 | |||
| 52-Week High NAV | $32.85 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SPQ - NYSE Arca | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | SPQ - NYSE Arca | Click to Compare |
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| Total Assets | 3.40M | |||
| Operating Ratios | SPQ - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.57% | |||
| Turnover Ratio | 88.00% | |||
| Performance | SPQ - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 17.09% | |||
| Last Bear Market Total Return | -- | |||
