Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  SPD Simplify US Equity PLUS… |
|---|---|
| Price | 42.35 +0.91% |
| Issuer | Simplify |
| AUM | $103.0M |
| Expense Ratio | 0.53% |
| Yield (TTM) | 1.18% |
| Inception | Sep 03, 2020 |
| Holdings | 40 |
| Avg Volume | 8.04K |
| YTD | +7.87% |
| 1Y total | +7.76% |
| 3Y total (ann.) | +18.02% |
| 5Y total (ann.) | +8.03% |
| Volatility 1Y | 13.55% |
| Sharpe 1Y | 0.556 |
| Max drawdown 1Y | -11.92% |
| Beta vs S&P 500 (3Y) | 0.94 |
| Top 10 holdings | IVV 91.45% TRS SBAR… 14.38% TRS SBAR… 9.67% S&P500… 5.03% B 1/28/27… 1.80% Cash 0.60% B 12/3/26… 0.49% SPXW US… 0.21% SPXW US… 0.15% SPXW US… 0.11% |
| Sector mix | Technology 40.45% Financial Services 11.20% Communication Services 9.95% Healthcare 9.26% Consumer Cyclical 8.74% Industrials 7.54% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.