Simplify US Equity PLUS Downside Convexity ETF (SPD) — ETF Analysis on Winston

Key Facts

• Issuer: Simplify
• Asset Class: Stock
• Price: $41.19
• Expense Ratio: 53.00%
• Assets Under Management: $106M
• Number of Holdings: 40
• Inception Date: 2020-09-03
• Currency: USD

Winston Score

Simplify US Equity PLUS Downside Convexity ETF has a Winston Score of 61 out of 100.

Performance

• 1-Year Return: 14.84%
• 3-Year Return: 53.83%
• 5-Year Return: 33.46%

Top Holdings

ISHARES CORE S+P 500 ETF (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)