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Simplify PiperSmall BlendLITL · NYSE Arca

Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)

Price
$33.60
11 Sept 2026
Assets
Total net assets
Expense ratio
0.91%
Category 0.96%
Yield
Trailing distributions
3Y CAGR
Category 15.8%
5Y CAGR
Category 7.7%
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Simplify Piper Sandler US Small-Cap PLUS Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.0%+3.6%+18.2%+15.3%+17.6%+26.3%
Small Blend average-4.1%0.0%16.7%16.6%17.0%15.8%7.7%10.5%11.7%
Difference+1.1%+3.6%+1.5%-1.3%+0.6%+14.6%

Holdings

The 3 largest positions make up 2.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ANFAbercrombie & Fitch Co Class A0.76%
AVAHAveanna Healthcare Holdings Inc0.76%
ETONEton Pharmaceuticals Inc0.69%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.3
P/B
2.3
P/S
1.3
P/CF
9.9

Sector allocation

Share of the equity the fund holds.

20.0%Health care11 sectors
  1. Health care20.0%
  2. Technology18.2%
  3. Financial services15.0%
  4. Consumer discretionary12.9%
  5. Industrials12.6%
  6. Energy6.1%
  7. Real estate5.4%
  8. Communication services5.0%
  9. Materials2.7%
  10. Consumer staples1.5%
  11. Utilities0.7%

Asset mix

  • Stocks74.5%
  • Cash22.3%
  • Bonds3.5%

Credit quality

Share of the bonds by rating.

  • US government5.3%

ETF details

Issuer
Simplify Piper
Category
Equity · Small Blend
Ticker
LITL
Exchange
NYSE Arca
Inception
29 Apr 2025 (1.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.91% (category 0.96%)
Holdings turnover
0% (category 61%)
Distribution yield
Total net assets

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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