Simplify US Equity PLUS Upside Convexity ETF
SPUC
NYSE Arca
| Weiss Ratings | SPUC - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Valuation | SPUC - NYSE Arca | Click to Compare |
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| Price | $44.77 | |||
| Company Info | SPUC - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (5), Jeffrey A. Schwarte (1), Shailesh Gupta (0) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | SPUC - NYSE Arca | Click to Compare |
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| Fund Name | Simplify US Equity PLUS Upside 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 | SPUC - NYSE Arca | Click to Compare |
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| Dividend Yield | 0.79% | |||
| Dividend | SPUC - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | SPUC - NYSE Arca | Click to Compare |
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| Cash | 1.18% | |||
| Stock | 98.82% | |||
| U.S. Stock | 98.25% | |||
| Non-U.S. Stock | 0.57% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SPUC - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -3.74% | |||
| 60-Day Total Return | -5.52% | |||
| 90-Day Total Return | -3.41% | |||
| Year to Date Total Return | -3.41% | |||
| 1-Year Total Return | 25.18% | |||
| 2-Year Total Return | 27.21% | |||
| 3-Year Total Return | 76.77% | |||
| 5-Year Total Return | 78.10% | |||
| Price | SPUC - NYSE Arca | Click to Compare |
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| Closing Price | $44.67 | |||
| 1-Month Low Price | $42.89 | |||
| 1-Month High Price | $46.70 | |||
| 52-Week Low Price | $32.52 | |||
| 52-Week Low Price (Date) | Apr 21, 2025 | |||
| 52-Week High Price | $52.03 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| NAV | SPUC - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $42.96 | |||
| 1-Month High NAV | $46.65 | |||
| 52-Week Low NAV | $32.59 | |||
| 52-Week Low NAV (Date) | Apr 21, 2025 | |||
| 52-Week High NAV | $51.88 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | SPUC - NYSE Arca | Click to Compare |
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| Beta | 1.53 | |||
| Standard Deviation | 18.32 | |||
| Balance Sheet | SPUC - NYSE Arca | Click to Compare |
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| Total Assets | 104.90M | |||
| Operating Ratios | SPUC - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 94.00% | |||
| Performance | SPUC - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 27.10% | |||
| Last Bear Market Total Return | -17.79% | |||