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Simplify US Equity PLUS Upside Convexity ETF

SPUC

NYSE ARCA
S

Simplify US Equity PLUS Upside Convexity ETF

SPUC

NYSE ARCA
$46.032.40% (+1.08)
$
₹
$46.032.40% (+1.08)
High
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Low
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Returns
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1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

ETF

Large Blend

Large Cap

With an average market-cap of $404.5B ETF is ranked 562

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.53%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$104.58M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

1.53
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

18.67%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

20.57
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

21.14

ETF Profile

The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund 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 upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter ("OTC") call options on the S&P 500 Index or an S&P 500 Index ETF.
The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund 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 upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter ("OTC") call options on the S&P 500 Index or an S&P 500 Index ETF.

Peers

Peers

Vanguard S&P 500 ETF
VOO
Vanguard S&P 500 ETF
Exp. Ratio
0.03%
0.03%
PE
22.35
22.35
1Y Return
36.84%
36.84%
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
Exp. Ratio
0.03%
0.03%
PE
20.57
20.57
1Y Return
36.96%
36.96%
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
Exp. Ratio
0.095%
0.095%
PE
20.57
20.57
1Y Return
36.94%
36.94%
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
Exp. Ratio
0.03%
0.03%
PE
21.68
21.68
1Y Return
37.69%
37.69%
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
Exp. Ratio
0.06%
0.06%
PE
21.55
21.55
1Y Return
28.83%
28.83%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFLarge Blend
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Simplify US Equity PLUS Upside Convexity ETF $104.58M0.53%39.13%
Vanguard S&P 500 ETF$826.90B0.03%36.84%
iShares Core S&P 500 ETF$726.30B0.03%36.96%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
  • iShares Trust - iShares Core S&P 500 ETF
    Holdings98.91 %
    iShares Trust - iShares Core S&P 500 ETF

    Holdings

    98.91 %

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