Simplify US Equity PLUS Downside Convexity ETF

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About SPD

SPD is an actively managed fund-of-funds that provides exposure to US large-cap stocks while applying a downside options overlay strategy. 

Category
Large Blend
CategoryLarge Blend
Number of holdings
12
Number of holdings12
Inception Date
Sep 3, 2020
Inception DateSep 3, 2020

What's in this fund

Sectors

As of April 6, 2026
Technology33.56%
Financial Services12.36%
Communication Services10.48%
Consumer Cyclical10.00%
Healthcare9.47%
Industrials8.47%
Consumer Defensive5.25%
Energy4.01%
Utilities2.54%
Real Estate1.96%
Basic Materials1.90%

Top 10 Holdings (100.52% of total assets)

As of April 6, 2026
NameSymbol% Assets
iShares Core S&P 500 ETFIVV (ARCX)99.37%
Spxw Us 05/15/26 P6000 Index0.44%
Spxw Us 04/17/26 P6200 Index0.28%
Spxw Us 05/15/26 P5700 Index0.24%
Spxw Us 04/17/26 P6000 Index0.08%
Spxw Us 04/17/26 P5600 Index0.07%
Spxw Us 06/18/26 C7300 Index0.02%
Spxw Us 04/17/26 P5900 Index0.02%
Spxw Us 04/17/26 C7275 IndexLess than 0.01%
Spxw Us 04/17/26 C7200 IndexLess than 0.01%

SPD Key Statistics

AUM
101.59M
AUM101.59M
Price-Earnings ratio
19.28
Price-Earnings ratio19.28
30-Day yield
1.43
30-Day yield1.43
Average volume
15.38K
Average volume15.38K
High today
$37.57
High today$37.57
Low today
$37.57
Low today$37.57
Open price
$37.57
Open price$37.57
Volume
201.00
Volume201.00
52 Week high
$41.20
52 Week high$41.20
52 Week low
$30.49
52 Week low$30.49
Expense ratio
0.53
Expense ratio0.53

Stock Snapshot

Simplify US Equity PLUS Downside Convexity ETF(SPD) stock is priced at $37.57, giving the company a market capitalization of 101.44M. It carries a P/E multiple of 19.28 and pays a dividend yield of 1.6%.

As of 2026-04-09, Simplify US Equity PLUS Downside Convexity ETF(SPD) stock has fluctuated between $37.57 and $37.57. The current price stands at $37.57, placing the stock 0.0% above today's low and 0.0% off the high.

The Simplify US Equity PLUS Downside Convexity ETF(SPD)'s current trading volume is 201, compared to an average daily volume of 15.38K.

During the past year, Simplify US Equity PLUS Downside Convexity ETF(SPD) stock moved between $30.49 at its lowest and $41.20 at its peak.

During the past year, Simplify US Equity PLUS Downside Convexity ETF(SPD) stock moved between $30.49 at its lowest and $41.20 at its peak.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.