Simplify US Equity PLUS Downside Convexity ETFSPD

SimplifyUS Stock StylesLarge Cap#587 of 701 by YTD

$40.69

+0.4% last session

+4.7% YTD

Data as of 11/3/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Aug 5, 2026 – Nov 3, 2026SPDS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.4%	−3.6%	−5.0%	+4.7%	+2.3%	+66.4%	+36.8%	+77.6%
Peer average	+0.2%	−1.7%	−1.7%	+11.3%	+12.0%	+76.2%	+57.5%	—
S&P 500 · VOO	+0.3%	−2.6%	−1.7%	+11.5%	+11.9%	+90.9%	+77.5%	—

Key Statistics

Open all fund facts →

AUM: $77M
Expense ratio: 0.53%
Distribution yield: 1.2%
NAV: $40.59
Volume: 7K
Avg. volume 30D: 25K
High today: $40.79
Low today: $40.68
Previous close: $40.51
52-week high: $43.93
52-week low: $35.72
Our risk indicator: 4/5

SPD in One Breath

SPD Among Large Cap ETFs

YTD

#1NRGUREX Microsectors+252.7%$96.0M

#2RSSYReturn Stacked+34.7%$101M

#3MAKXProShares+33.0%$4.9M

#4SMRIBushido+31.2%$703M

#5CSDInvesco+30.9%$209M

#6IGEiShares+29.9%$810M

#7IEZiShares+29.0%$376M

#8FLOWGlobal X+28.2%$36.5M

#215SPDSimplify+4.7%$77.1M

End-of-day Nov 4, 2026 · 263 Large cap ETFs by YTD

$10,000 in SPD

$10,000 in SPD became

$13,677

In the S&P 500 (VOO)

$17,749

Total return, dividends in · Oct 26, 2021 – Nov 3, 2026 · S&P 500 uses VOO

SPD Returns by Period

Today

YTD

MAX

SPD

+0.4%

−3.6%

−5.0%

+4.7%

+2.3%

+66.4%

+36.8%

+77.6%

Peer average

+0.2%

−1.7%

+11.3%

+12.0%

+76.2%

+57.5%

—

S&P 500 · VOO

+0.3%

−2.6%

−1.7%

+11.5%

+11.9%

+90.9%

+77.5%

—

End-of-day Nov 4, 2026 · total return, dividends in · peers = 306 Large cap ETFs

SPD’s US Stock Styles Rank

YTD

#587of 701
us stock styles ETFs

Best · NRGU+252.7%

Average+12.2%

SPD+4.7%

Worst · AMGR−98.9%

US Stock Styles ETFs by YTD return · Nov 4, 2026

SPD Price and 52-Week Range

From the 52-week high

−7.4%

From the 52-week low

+13.9%

Today $40.68 – $40.79

Previous close $40.51

$40.69 now

52-week low$35.7252-week high$43.93

End-of-day Nov 4, 2026 · box = today’s range, dashed = previous close

SPD’s Share of Large Cap ETFs

Today

0.0%

of the $850B in 307 Large cap ETFs

SPD$77.1M0.0%

DFAC$87.6B10.3%

IWB$47.8B5.6%

304 others$715B84.1%

Large cap ETF AUM · Nov 4, 2026

SPD Fee per $100 vs Peers

Today

$0.53a year
per $100

$53 a year on $10,000

SCHB$0.03

IWB$0.15

DIA$0.16

DCOR$0.17

DFAC$0.21

SPD$0.53

Expense ratio · Large cap peers · Nov 4, 2026

Inside SPD

40 holdings

SPD

Simplify US Equity PLUS Downside Convexity ETF

Today

SPD reports no holdings we can show: […]

Simplify SPD · holdings

How It Compares

SPD

Simplify US Equity PLUS Downside Convexity ETF’s Peers

YTD


DFAC	DimensionalRead Desk	0.21%	+14.1%	+16.0%	$87.6B
IWB	iSharesRead Desk	0.15%	+11.3%	+11.6%	$47.8B
DIA	SPDRRead Desk	0.16%	+8.8%	+10.3%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+14.2%	+15.7%	$45.0B
SCHB	SchwabRead Desk	0.03%	+11.6%	+11.7%	$44.0B
SPD	SimplifyThis fundRead Desk	0.53%	+4.7%	+2.3%	$77M

Large cap peers · YTD and past-year returns · as of Nov 4, 2026 · sorted by AUM

Head to Head

Put SPD head to head with DFAC →

DFAC vs SPD

YTD

DFACDimensional · Large capSPDSimplify · Large cap

Year to date

+14.1%

+4.7%

DFAC wins+9.4 pts

Past year

+16.0%

+2.3%

DFAC wins+13.7 pts

Fee

0.21%

0.53%

DFAC winslower fee

Yield

0.9%

1.2%

SPD wins+0.3 pts

AUM

$87.6B

$77.1M

DFAC1135.6× more

3–1DFAC wins

Dimensional DFAC and Simplify SPD · year-to-date · as of Nov 4, 2026 · AUM not scored

SPD vs VOO

YTD

SPD · Simplify US Equity PLUS Downside Convexity

+4.7%

VOO · S&P 500

+11.5%

Gap

6.9 pts

Simplify SPD and Vanguard VOO · YTD total return · as of Nov 4, 2026

SPD vs Its Peer Average

YTD

SPDAvsBPeer average

1D+0.4%+0.2%

1M−3.6%−1.7%

3M−5.0%−1.7%

YTD+4.7%+11.3%

1Y+2.3%+12.0%

3Y+66.4%+76.2%

5Y+36.8%+57.5%

1–6Peer average wins

306 Large cap peers · each row scaled to its leader

The Details

SPD

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y13.68%

Deepest drop · 1Y−10.6%

Lowest point · 5Y−22.8%

52-week range

$40.69

$35.72−7.4% from the high$43.93

Simplify SPD · past-year price moves · as of Nov 4, 2026

SPD

Fund Facts

Today

2020launched Sep 3

Tracks[…]

Exchange · CUSIPAMEX · 82889N202

StructureETF

Leverage1x

Cost on $10,000$53 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify SPD · fund facts · as of Nov 4, 2026

SPD

Payouts by Year

$0.20per share, Sep 2026

Distribution yield1.2%

PaidEvery quarter

Latest ex-date · paidSep 25 · Sep 30, 2026

12 payouts added up$1.32 a share

Simplify SPD · distributions by ex-date · 2020–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$40.59

Premium / discount[…]

Median spread · 30D[…]

Volume today7K

Average volume · 30D25K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.53%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$53.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Sep 25, 2026	Sep 30, 2026	$0.20
Jun 25, 2026	Jun 30, 2026	$0.10
Mar 26, 2026	Mar 31, 2026	$0.10
Dec 23, 2025	Dec 31, 2025	$0.10
Sep 25, 2025	Sep 30, 2025	$0.10
Jun 25, 2025	Jun 30, 2025	$0.10
Mar 26, 2025	Mar 31, 2025	$0.0800
Dec 23, 2024	Dec 31, 2024	$0.10
Sep 25, 2024	Sep 30, 2024	$0.0800
Jun 25, 2024	Jun 28, 2024	$0.10
Mar 25, 2024	Mar 28, 2024	$0.10
Dec 26, 2023	Dec 29, 2023	$0.16

Issuer contentFrom SimplifyHear the strategy from the people behind SPD.No issuer videos have been published for this fund.Are you the issuer? Claim this fund →