Simplify Volatility Premium ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Morningstar’s Analysis SVOL
Will SVOL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 0
- Bond Holdings 1
- Other Holdings 4
- % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Ms Repo 05/23 .81
Cash and Equivalents
Simp Volatility Prem Cay
iShares iBonds Dec 2023 Term Corp ETF
iShares iBonds Dec 2024 Term Corp ETF
United States Treasury Bills 0.3913%