Simplify US Equity PLUS Convexity ETF (SPYC)
|Ex-Dividend Date||Jun 27, 2022|
|Day's Range||29.50 - 29.88|
|Inception Date||Sep 3, 2020|
The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The option overlay consists of purchasing exchange-traded and over the counter (OTC) put and call options on the S&P 500 Index or an S&P 500 Index ETF.
Top 10 Holdings100.57% of assets
|iShares Core S&P 500 ETF||IVV||97.97%|
|SPX 01/20/23 C5050 Index||n/a||1.35%|
|SPX 10/21/22 C4850 Index||n/a||0.42%|
|SPX 06/16/23 C5600 Index||n/a||0.15%|
|SPY 09/16/22 P370 Equity||n/a||0.12%|
|SPX 09/16/22 P3900 Index||n/a||0.11%|
|SPY 03/17/23 C510 Equity||n/a||0.09%|
|SPX 09/16/22 P2850 Index||n/a||0.03%|
|SPY 09/16/22 C510 Equity||n/a||0.00%|
|Jun 27, 2022||$0.19311||Jun 30, 2022|
|Mar 28, 2022||$0.14552||Mar 31, 2022|
|Dec 27, 2021||$0.0565||Dec 30, 2021|
|Sep 27, 2021||$0.129||Sep 30, 2021|
|Jun 28, 2021||$0.1626||Jul 1, 2021|
|Dec 14, 2020||$0.1079||Dec 18, 2020|
On this week's ETF Edge, CNBC's Bob Pisani, back in the studio, discusses the growing interest in staying in the market as it continues hitting new highs while still providing downside protection. He is...
ETF Edge, August 30, 2021
CNBC's Bob Pisani talks hedging strategies and downside protection with Simplify ETFs CEO Paul Kim and ETF Trends Chief Investment Officer Dave Nadig.
How one ETF provider uses options and derivatives to hedge against downside
Simplify ETFs CEO and co-founder Paul Kim and ETF Trends Chief Investment Officer and director of research Dave Nadig discuss the rise of alternative ETF strategies with CNBC's Bob Pisani.
Just in time for Veterans Day comes a new exchange-traded fund that includes companies with good track records of supporting veteran employees, making two such ETFs now available for investors.
Exchange traded fund investors can look to asset allocation ideas and three new products that solve the real-world challenge of staying invested no matter what happens in the market. In the recent webca...
How will your portfolio do under a blue wave? What about under another 4 years of the Trump administration?
When considering if exchange traded funds make sense for a long term portfolio, let alone investing in multiple ETFs, there are certainly plenty of options out there, even in a time of uncertainty. Duri...
Exchange traded fund investors seeking to diversify their investment portfolios may consider a brand new approach that simply and elegantly reinforces their core equity exposure. In the recent webcast, ...
Wild market swings have returned and with a forthcoming election ahead, it could get even dicier, which puts certain ETFs into the spotlight as a portfolio protection tool. A MarketWatch article noted t...