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Morningstar

Simplify Volatility Premium ETF SVOL

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

Morningstar’s Analysis SVOL

Will SVOL outperform in 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 SVOL’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SVOL 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 SVOL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SVOL

More SVOL Holdings
  • 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
Sector

Ms Repo 05/23 .81

48.12
112,300,294
Cash and Equivalents

Simp Volatility Prem Cay

34.48
80,482,571
—

iShares iBonds Dec 2023 Term Corp ETF

8.37
19,545,500
—

iShares iBonds Dec 2024 Term Corp ETF

8.19
19,103,750
—

United States Treasury Bills 0.3913%

0.84
1,965,340
Government