Morningstar

Simplify US Equity PLUS Downside Convexity ETF SPD

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SPD

Will SPD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify US Equity PLUS Dwnsd Cnvxty ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPD

More SPD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 104.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

96.35 98M
—

Trs Sbar 051427

15.37 16M
—

Trs Sbar 061527

10.33 11M
—

E-mini S&P 500 Future Dec 26

5.32 5M
—

United States Treasury Bills

1.93 2M
Government

Option on S&P 500 Index

0.91 925,870
—

United States Treasury Bills 0.11538%

0.53 537,440
Government

Cash

0.40 407,647
Cash and Equivalents

Spxw Us 11/20/26 P7050 Index

0.24 244,315
—

Spxw Us 11/20/26 P6525 Index

0.18 181,260
—

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