The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Simplify US Equity PLUS Dwnsd Cnvxty ETF SPD
Morningstar’s Analysis SPD
Will SPD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 99.46 | 96.0 Mil | — |
Spxw Us 06/21/24 P4350 | 0.35 | 334,400 | — |
Stonex Cash | 0.20 | 195,764 | Cash and Equivalents |
Fidelity Inv Mmtrsy 1 680 | 0.16 | 153,058 | Cash and Equivalents |
Spxw Us 05/17/24 P4280 | 0.14 | 139,590 | — |
Spxw Us 04/19/24 P4075 | 0.04 | 37,620 | — |
Spxw Us 04/19/24 P3840 | −0.03 | −25,080 | — |
Spxw Us 05/17/24 P4025 | −0.10 | −96,232 | — |
Spxw Us 06/21/24 P4090 | −0.23 | −220,400 | — |