Institutional-Grade Alternative Strategies Within ETFs

At Simplify we build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges.

Our ETF lineup helps asset allocators re-imagine their core equity holdings with convexity, directly and efficiently hedge portfolios against rising interest rates, generate risk-managed income, gain exposure to alternatives, and much, much more.

It’s Time to Rethink the “40” in the 60/40 Portfolio

Fund Insights

Fund Highlights

AGGH

Fund Deep Dive

MTBA

Fund Deep Dive

HIGH

Fund Deep Dive

IOPP

Fund Deep Dive

CTA

Fund Deep Dive

EQLS

Fund Deep Dive

OVERVIEW DISTRIBUTION & FEES DOCUMENTS

As of 04/26/2024

Ticker	Title	Asset Class	Category	Net Assets	Inception Date
SVOL	Simplify Volatility Premium ETF	Alternative	Volatility Income	$860,512,909	05/12/21
HIGH	Simplify Enhanced Income ETF	Alternative	Cash-Plus	$415,915,828	10/27/22
CTA	Simplify Managed Futures Strategy ETF	Alternative	Managed Futures	$184,256,697	03/07/22
PFIX	Simplify Interest Rate Hedge ETF	Alternative	Interest Rate Hedge	$164,327,081	05/10/21
EQLS	Simplify Market Neutral Equity Long/Short ETF	Alternative	Equity Long/Short	$158,075,951	06/12/23
QIS	Simplify Multi-QIS Alternative ETF	Alternative	Cash-Plus	$115,168,237	07/10/23
CRDT	Simplify Opportunistic Income ETF ****	Alternative	Credit	$74,063,374	06/26/23
FIG	Simplify Macro Strategy ETF ***	Alternative	Multi-Asset	$25,821,759	05/16/22
MAXI	Simplify Bitcoin Strategy PLUS Income ETF	Alternative	Bitcoin + Income	$20,150,326	09/29/22
HARD	Simplify Commodities Strategy No K-1 ETF	Alternative	Commodities	$8,608,466	03/27/23
HEQT	Simplify Hedged Equity ETF	Equity	Hedged Equity	$149,723,730	11/01/21
PINK	Simplify Health Care ETF	Equity	US Health	$111,163,118	10/07/21
SPD	Simplify US Equity PLUS Downside Convexity ETF	Equity	US Large Blend	$96,593,803	09/03/20
SURI	Simplify Propel Opportunities ETF	Equity	Diversified Equity	$92,793,240	02/07/23
SPYC	Simplify US Equity PLUS Convexity ETF	Equity	US Large Blend	$64,191,158	09/03/20
SPBC	Simplify US Equity PLUS GBTC ETF	Equity	US Large Blend + Bitcoin	$21,859,620	05/24/21
SPUC	Simplify US Equity PLUS Upside Convexity ETF	Equity	US Large Blend	$5,454,819	09/03/20
VCAR	Simplify Volt RoboCar Disruption and Tech ETF	Equity	Concentrated Thematic	$4,938,403	12/28/20
IOPP	Simplify Tara India Opportunities ETF *****	Equity	India	$4,508,848	03/04/24
SPQ	Simplify US Equity PLUS QIS ETF	Equity	Equity + QIS	$3,532,349	11/13/23
NXTV	Simplify NEXT Intangible Value Index ETF	Equity	US Large Value	$2,519,078	04/15/24
NXTI	Simplify NEXT Intangible Core Index ETF	Equity	US Large Blend	$2,501,047	04/15/24
MTBA	Simplify MBS ETF **	Fixed Income	Mortgages	$598,051,795	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF **	Fixed Income	Treasuries	$473,661,906	11/14/22
AGGH	Simplify Aggregate Bond ETF *	Fixed Income	Core Bond	$190,892,710	02/14/22
BUCK	Simplify Stable Income ETF	Fixed Income	Cash-Plus	$131,400,724	10/27/22
CDX	Simplify High Yield PLUS Credit Hedge ETF *	Fixed Income	High Yield	$106,558,510	02/14/22
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF **	Fixed Income	Treasuries	$39,689,373	09/27/21

ETFs

It’s Time to Rethink the “40” in the 60/40 Portfolio

Fund Highlights

AGGH

MTBA

HIGH

IOPP

CTA

EQLS

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