ARCA:SPUC

Simplify US Equity PLUS Upside Convexity ETF

$ 45.5818 0.5137 ( +1.14%) 12:01 PM EST
PE Ratio:
73.91
PB Ratio:
4.28
Volume:
1.51K
Dividend Yield %:
0.81
Last Holding update 2025-06-23 3 Stocks (1 new)
Value $107.00 Mil Turnover 83 %
Top Holdings: IVV(98.39%) ISSXF(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 Upside Convexity ETF Performance

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Log
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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 Upside Convexity ETF Key Statistics

Name Value
Day's Open ($) 45.37
Day's Range ($) 45.32 - 45.59
Day's Volume 1,506
52-Week Range ($) 32.3 - 45.65
Beta 1.28
3-Year Sharpe Ratio 0.73
3-Year Sortino Ratio 1.18
Volatility 22.17
14-Day RSI 61.3
14-Day ATR ($) 0.748661
20-Day SMA ($) 44.15016

Fundamental Data

Name Value
Market Cap (Mil $) 139.024
Shares Outstanding (Mil) 3.05
PE Ratio 73.91
PE Ratio (10y Range) 17.39 - 73.08
PE Ratio (10y Median) 18.93
PB Ratio 4.28
PB Ratio (10y Range) 1.42 - 9.72
PB Ratio (10y Median) 3.85

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.364
Dividend Yield % 0.81
Dividend Yield % (10y Range) 0.66 - 2.38
Dividend Yield % (10y Median) 1.26
Next Dividend Payment Date
Dividend Frequency Quarterly

SPUC Simplify US Equity PLUS Upside Convexity ETF Fundamental Charts

Historical TTM Price-to-Earnings for SPUC Simplify US Equity PLUS Upside Convexity ETF

Historical TTM Price-to-Earnings without NRI for SPUC Simplify US Equity PLUS Upside Convexity ETF

Historical Price-to-Book Ratio for SPUC Simplify US Equity PLUS Upside Convexity ETF

Historical Dividend Yields for SPUC Simplify US Equity PLUS Upside Convexity ETF

Simplify US Equity PLUS Upside Convexity ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:SPUC

No Available Data

ARCA:SPUC is held by these investors

No Available Data
Simplify US Equity PLUS Upside... Top Holdings of 2025-03-31 View Full List
Ticker
IVV
ISSXF CALL
ISSXF
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
186,928
105,034.8
+529.18%
98.390
+82.75%
0.020
+19.58%
+7.72%
634,056.1
 
ISSXF CALL
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
200
1,665.0
0%
1.560
0%
-
+13.08%
+6.07%
3,100.5
 
ISSXF
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
54,372
54.4
New Holding
0.050
+0.05%
-
+13.08%
+6.07%
3,100.5
 

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

Simplify US Equity PLUS Upside 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
Add
Add
+82.75%
●
554.06 ($590.51) 615.85
$630.38
6.75%
Add 529.18%
186,928
157,218
ISSXF
BlackRock Canada iShares Core S&P 500 Index ETF
BlackRock Canada iShares Core S&P 500 Index ETF
2025-03-31
New Buy
New Buy
+0.05%
●
40.51 ($42.49) 43.77
$45.00
5.91%
New holding
54,372
54,372
IVV
iShares Core S&P 500 ETF
2024-12-31
Add
Add
+63.89%
●
570.51 ($592.23) 610.83
$630.38
6.44%
Add 176.94%
29,710
18,982
IVV
iShares Core S&P 500 ETF
2024-09-30
Reduce
Reduce
-25.13%
●
520.18 ($556.01) 576.82
$630.38
13.38%
Reduce -25.13%
10,728
-3,601
IVV
iShares Core S&P 500 ETF
2024-06-30
Add
Add
+26.91%
●
497.53 ($525.83) 549.64
$630.38
19.88%
Add 36.82%
14,329
3,856
IVV
iShares Core S&P 500 ETF
2024-03-31
Add
Add
+21.11%
●
469.56 ($500.36) 525.73
$630.38
25.99%
Add 26.76%
10,473
2,211
IVV
iShares Core S&P 500 ETF
2023-12-31
Reduce
Reduce
-50.97%
●
412.55 ($447.6) 479
$630.38
40.84%
Reduce -50.97%
8,262
-8,588
IVV
iShares Core S&P 500 ETF
2023-09-30
Reduce
Reduce
-9.09%
●
427.76 ($447.3) 460.18
$630.38
40.93%
Reduce -9.09%
16,850
-1,685

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

To

Simplify US Equity PLUS Upside Convexity ETF's Asset Allocation

To

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

Simplify US Equity PLUS Upside Convexity ETF's Yearly Returns

Year Portfolio % % Excess Gain %

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

Size field:

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

Simplify US Equity PLUS Upside Convexity ETF News

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