Simplify US Equity PLUS Downside Convexity ETF (SPD): Price and Financial Metrics ETF

Simplify US Equity PLUS Downside Convexity ETF (SPD): $33.82

0.48 (-1.40%)

POWR Rating

Component Grades

Buy & Hold

A

Peer

C

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Category: Alternative ETFs

Category

C

Ranked

#41 of 128

in category

SPD Price/Volume Stats - 7 Best ETFs for the NEXT Bull Market

Current price $33.82 52-week high $34.74
Prev. close $34.30 52-week low $27.29
Day low $33.68 Volume 30,300
Day high $33.93 Avg. volume 26,294
50-day MA $33.47 Dividend yield 1.28%
200-day MA $31.99

SPD Stock Price Chart Interactive Chart >


Simplify US Equity PLUS Downside Convexity ETF (SPD) ETF Bio


The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The downside convexity option overlay consists of purchasing exchange-traded and over the counter ("OTC") put options on the S&P 500 Index or an S&P 500 Index ETF.

SPD ETF Info

Issuer Simplify ETFs
Expense Ratio 0.28%
Underlying Index SP 500 Index
Asset Class Equity
Sector Alternative ETFs
Assets Under Management (AUM) 104.62M
Net Asset Value (NAV) $34.30
Options? Yes
Total Holdings 35

SPD Top Holdings

Symbol Company % of Total
IVV ISHARES CORE S+P 500 ETF 99.87%
SPD Simplify US Equity PLUS Dwnsd Cnvxty ETF 0%

SPD Price Returns

1-mo -0.27%
3-mo 3.61%
6-mo 7.17%
1-year 25.13%
3-year 7.92%
5-year N/A
YTD 18.72%
2023 20.94%
2022 -25.96%
2021 24.81%
2020 N/A
2019 N/A

SPD Dividends

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