Simplify USOther EquitySPD · NYSE Arca

Simplify US Equity PLUS Downside Convexity ETF (SPD)

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Price: $41.99; —11 Sept 2026
Assets: —; Total net assets
Expense ratio: 0.53%; Category 0.72%
Yield: —; Trailing distributions

1Y return: 7.9%-7.5%; Category 15.4%
3Y CAGR: 16.6%+1.3%; Category 15.4%
5Y CAGR: 7.4%+0.8%; Category 6.5%

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Simplify US Equity PLUS Downside Convexity 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: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-2.1%	+2.0%	+13.1%	+7.5%	+7.9%	+16.6%	+7.4%	—	+10.5%
Other Equity average	-1.6%	0.8%	11.5%	11.5%	15.4%	15.4%	6.5%	—	8.9%
Difference	-0.5%	+1.2%	+1.6%	-4.0%	-7.5%	+1.3%	+0.8%	—	+1.6%

Holdings

The 1 largest positions make up 96.3% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
IVV	iShares Core S&P 500 ETF	96.26%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 24.7
P/B: 5.3
P/S: 3.7
P/CF: 19.0

Sector allocation

Share of the equity the fund holds.

Technology38.5%
Financial services12.1%
Communication services9.6%
Consumer discretionary9.4%
Health care9.3%
Industrials7.8%
Consumer staples4.5%
Energy3.4%
Utilities2.0%
Real estate1.8%
Materials1.7%

Asset mix

Stocks96.7%
Bonds2.5%
Cash1.0%

Credit quality

Share of the bonds by rating.

US government3.0%

ETF details

Issuer: Simplify US
Category: Equity · Other Equity
Ticker: SPD
Exchange: NYSE Arca
Inception: 4 Sept 2020 (6.0 years)
Structure: Exchange Traded Fund
Expense ratio: 0.53% (category 0.72%)
Holdings turnover: 13% (category 95%)
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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