ARCA:SPD

Simplify US Equity PLUS Downside Convexity ETF

$ 38.07 0.4203 ( +1.12%) 03:59 PM EST
PE Ratio:
57.89
PB Ratio:
4.31
Volume:
6.37K
Dividend Yield %:
0.95
Last Holding update 2025-06-23 49 Stocks (1 new)
Value $87.00 Mil Turnover 0 %
Top Holdings: IVV(99.15%) INQQF(0.05%)
Portfolio Report
Registrant: Simplify Exchange Traded Funds
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Simplify US Equity PLUS Downside Convexity ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Simplify US Equity PLUS Downside Convexity ETF Key Statistics

Name Value
Day's Open ($) 37.86
Day's Range ($) 37.77 - 38.12
Day's Volume 6,374
52-Week Range ($) 29.54 - 39.13
Beta 0.64
3-Year Sharpe Ratio 0.63
3-Year Sortino Ratio 1.07
Volatility 17.73
14-Day RSI 57.45
14-Day ATR ($) 0.487649
20-Day SMA ($) 37.54785

Fundamental Data

Name Value
Market Cap (Mil $) 88.509
Shares Outstanding (Mil) 2.32
PE Ratio 57.89
PE Ratio (10y Range) 17.36 - 57.89
PE Ratio (10y Median) 18.93
PB Ratio 4.31
PB Ratio (10y Range) 2.34 - 4.59
PB Ratio (10y Median) 3.59

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.36
Dividend Yield % 0.95
Dividend Yield % (10y Range) 0.75 - 2.48
Dividend Yield % (10y Median) 1.46
Next Dividend Payment Date
Dividend Frequency Quarterly

SPD Simplify US Equity PLUS Downside Convexity ETF Fundamental Charts

Historical TTM Price-to-Earnings for SPD Simplify US Equity PLUS Downside Convexity ETF

Historical TTM Price-to-Earnings without NRI for SPD Simplify US Equity PLUS Downside Convexity ETF

Historical Price-to-Book Ratio for SPD Simplify US Equity PLUS Downside Convexity ETF

Historical Dividend Yields for SPD Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS Downside Convexity ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:SPD

No Available Data

ARCA:SPD is held by these investors

No Available Data
Simplify US Equity PLUS Downsi... Top Holdings of 2025-03-31 View Full List
Ticker
IVV
ISSXF PUT
ISSXF PUT
ISSXF PUT
ISSXF CALL
ISSXF PUT
ISSXF PUT
ISSXF PUT
INQQF
MSTR PUT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
152,997
85,969.0
-34.25%
99.150
-34.28%
0.020
+19.72%
+7.85%
634,780.4
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
348
1,174.5
0%
1.350
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
102
459.0
0%
0.530
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
412
383.2
0%
0.440
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF CALL
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
218
218.1
0%
0.250
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
262
102.2
0%
0.120
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
528
95.0
0%
0.110
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF PUT
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
-68
57.0
0%
0.070
0%
-
+13.08%
+6.07%
3,100.5
 
INQQF
BlackRock Canada iShares NASDAQ 100 Index ETF (CAD-Hedged)
BlackRock Canada iShares NASDAQ 100 Index ETF (CAD-Hedged)
47,564
47.6
New Holding
0.050
+0.05%
-
-
-
782.5
 
MSTR PUT
Strategy
94
27.9
0%
0.030
0%
0.000
+42.29%
+55.84%
126,807.9
Software

Simplify US Equity PLUS Downside Convexity ETF's Historical Top Holdings Breakdowns

Simplify US Equity PLUS Downside Convexity ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-34.28%
●
554.06 ($590.51) 615.85
$630.93
6.84%
Reduce -34.25%
152,997
-79,691
INQQF
BlackRock Canada iShares NASDAQ 100 Index ETF (CAD-Hedged)
BlackRock Canada iShares NASDAQ 100 Index ETF (CAD-Hedged)
2025-03-31
New Buy
New Buy
+0.05%
●
36.44 ($37.39) 38.37
$39.72
6.23%
New holding
47,564
47,564
IVV
iShares Core S&P 500 ETF
2024-12-31
Add
Add
+28.20%
●
570.51 ($592.23) 610.83
$630.93
6.53%
Add 39.24%
232,688
65,570
IVV
iShares Core S&P 500 ETF
2024-09-30
Reduce
Reduce
-19.70%
●
520.18 ($556.01) 576.82
$630.93
13.47%
Reduce -19.7%
167,118
-40,997
IVV
iShares Core S&P 500 ETF
2024-06-30
Add
Add
+12.24%
●
497.53 ($525.83) 549.64
$630.93
19.99%
Add 13.95%
208,115
25,472
IVV
iShares Core S&P 500 ETF
2024-03-31
Add
Add
+5.74%
●
469.56 ($500.36) 525.73
$630.93
26.10%
Add 6.09%
182,643
10,491
IVV
iShares Core S&P 500 ETF
2023-12-31
Reduce
Reduce
-23.04%
●
412.55 ($447.6) 479
$630.93
40.96%
Reduce -23.04%
172,152
-51,543
IVV
iShares Core S&P 500 ETF
2023-09-30
Reduce
Reduce
-13.57%
●
427.76 ($447.3) 460.18
$630.93
41.05%
Reduce -13.57%
223,695
-35,114

Simplify US Equity PLUS Downside Convexity ETF Total Holding History ($B)

To

Simplify US Equity PLUS Downside Convexity ETF's Asset Allocation

To

Simplify US Equity PLUS Downside Convexity ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Simplify US Equity PLUS Downside Convexity ETF's Hypothetical Growth since 2025-03-31

Simplify US Equity PLUS Downside Convexity ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Simplify US Equity PLUS Downside Convexity ETF's Holdings Heat Map

Size field:

Simplify US Equity PLUS Downside Convexity ETF's Holdings Bubble Chart

Simplify US Equity PLUS Downside Convexity ETF News

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