Simplify US Equity PLUS Convexity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Simplify US Equity PLUS Convexity ETF SPYC
Morningstar’s Analysis SPYC
Will SPYC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SPYC 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 SPYC’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Core S&P 500 ETF | 93.29 | 102M | — |
Trs Sbar Sofr +93 051427 | 23.04 | 25M | — |
Trs Sbar Sofr +95 061527 | 10.81 | 12M | — |
United States Treasury Bills | 3.27 | 4M | Government |
United States Treasury Bills | 1.27 | 1M | Government |
United States Treasury Bills 0.11538% | 0.99 | 1M | Government |
Cash | 0.50 | 547,488 | Cash and Equivalents |
Spxw Us 08/21/26 P6300 Index | 0.36 | 391,140 | — |
Spxw Us 08/21/26 C7950 Index | 0.15 | 160,940 | — |
Spxw Us 07/17/26 C7650 Index | 0.12 | 128,925 | — |
United States