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Simplify US Equity PLUS Downside Convexity ETF ETF AnalysisComprehensive ETF analysis for Simplify US Equity PLUS Downside Convexity ETF (SPD) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisSPD
SPD
Simplify US Equity PLUS Downside Convexity ETF
SPD
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  3. Simplify US Equity PLUS Downside Convexity ETFSPDETF
Simplify US Equity PLUS Downside Convexity ETF Logo

Simplify US Equity PLUS Downside Convexity ETF

ETF
🇺🇸SPD•AMEX•Equity

Your view on SPD

Simplify US Equity PLUS Downside Convexity ETF Logo

Simplify US Equity PLUS Downside Convexity ETF

ETFSimplify
🇺🇸SPD•AMEX•Equity
AUM (USD)$102.82M
Expense Ratio0.53%
Holdings40

Sentiment

AUM (USD)

$102.82M

Expense Ratio

0.53%

Holdings

40

Sentiment

SPD
Simplify US Equity PLUS Downside Convexity ETF
SPD

Overview for Simplify US Equity PLUS Downside Convexity ETF

Fund Type
ETF
Fund Issuer
Simplify
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
September 3, 2020
Domicile
US
Website
simplify.us/etfs/spd-simplify-us-equity-plus-downside-convexity-etf
Fund Type
ETF
Fund Issuer
Simplify
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
September 3, 2020
Domicile
US
Website
simplify.us/etfs/spd-simplify-us-equity-plus-downside-convexity-etf
Fund Type
ETF
Fund Issuer
Simplify
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management
Inception Date
September 3, 2020
Domicile
US
Website
simplify.us/etfs/spd-simplify-us-equity-plus-downside-convexity-etf

About this fund

The Simplify US Equity PLUS Downside Convexity ETF (SPD) seeks to provide capital appreciation by offering US large cap exposure while aiming to boost performance during extreme market moves down via an options overlay. The fund's core holding gives investors a low-cost, index-ba…

SPD Stock Price

Key Facts

Equity

Expense Ratio

0.53%

AUM

$102.82M

Fund Details

NAV$41.97 USD
Holdings40
Average Volume7.5K
Inception DateSeptember 3, 2020
Asset ClassEquity
Fund IssuerSimplify
DomicileUS
ISINUS82889N2027
CUSIP82889N202
NAV CurrencyUSD

Expense Ratio

0.53%

Assets Under Management

$102.82M

NAV

$41.97 USD

Holdings

40

Average Volume

7.5K

Inception Date

September 3, 2020

Asset Class

Equity

Fund Issuer

Simplify

Domicile

US

ISIN

US82889N2027

CUSIP

82889N202

NAV Currency

USD

Expense Ratio

0.53%

Assets Under Management

$102.82M

NAV

$41.97 USD

Holdings

40

Average Volume

7.5K

Inception Date

September 3, 2020

Asset Class

Equity

Fund Issuer

Simplify

Domicile

US

ISIN

US82889N2027

CUSIP

82889N202

NAV Currency

USD

Data last updated: Sep 13, 2026, 07:12 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is SPD?

Simplify US Equity PLUS Downside Convexity ETF (SPD) is a Equity fund from Simplify, listed since 2020, with $102.8M in assets under management, a 0.53% expense ratio, a NAV of $41.97 USD.

What's in SPD? Top 10 holdings

HoldingWeight
Ishares Core S+P 500 ETF IVV91.22%
Trs Sbar Sofr +93 05142714.47%
Trs Sbar Sofr +95 0615279.73%
S&P500 Emini Fut Dec265.02%
B 1/28/27 Govt1.80%
Cash0.67%
B 12/3/26 Govt0.49%
SPXW US 11/20/26 P7050 Index0.27%
SPXW US 11/20/26 P6525 Index0.19%
SPXW US 11/20/26 C8000 Index0.11%

SPD sector breakdown

  • Technology 38.59%
  • Financial Services 12.14%
  • Communication Services 9.63%
  • Healthcare 9.36%
  • Consumer Cyclical 9.22%
  • Industrials 7.66%
  • Consumer Defensive 4.44%
  • Energy 3.49%

Comparable funds

  • BCUSBancreek U.S. Large Cap ETF
  • RSBYReturn Stacked Bonds & Futures Yield ETF
  • RVERRiver1 Trenchless Fund
  • SEPTAllianzIM U.S. Equity Buffer10 Sep ETF
  • SPUCSimplify US Equity PLUS Upside Convexity ETF
  • SPYCSimplify US Equity PLUS Convexity ETF
  • TAILCambria Tail Risk ETF
  • XOCTFT Vest U.S. Equity Enhance & Moderate Buffer ETF - October

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  • CCOMSimplify Exchange Traded Funds - Simplify Chinese Commodities Strategy No K-1 ETF
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