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Simplify US Equity PLUS Downside Convexity ETF (SPD)

Large Blend · Simplify Asset Management · NYSE

Large BlendETF
Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund in the Large Blend category. It has $100.71M in assets, an expense ratio of 0.53% and a 1.20% dividend yield. 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 strategy includes purchasing exchange-tra…
Assets under management$100.71M
Expense ratio0.53%
CategoryLarge Blend
Dividend yield1.20%
NAV$40.77
Fund familySimplify Asset Management
ExchangeNYSE

Top holdings

The largest positions Simplify US Equity PLUS Downside Convexity ETF reports, by weight.

HoldingNameWeight
IVV iShares Core S&P 500 ETF 91.82%
SBAR Simplify Barrier Income ETF 14.93%

Other Large Blend ETFs

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