Simplify US Equity PLUS Downside Convexity ETFSPD

SimplifyUS Stock StylesLarge Cap#572 of 701 by YTD

$41.28

+1.4% last session

+6.2% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Oct 30, 2023 – Nov 4, 2026SPDS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.4%	−3.0%	−2.8%	+6.2%	+3.9%	+67.5%	+38.8%	+80.2%
Peer average	+1.1%	−1.2%	−0.5%	+12.3%	+13.1%	+76.8%	+60.9%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $77M
Expense ratio: 0.53%
Distribution yield: 1.2%
NAV: $40.59
Volume: 2K
Avg. volume 30D: 25K
High today: $41.41
Low today: $41.27
Previous close: $40.69
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+191.2%$96.0M

#2RSSYReturn Stacked+33.6%$101M

#3SMRIBushido+33.5%$703M

#4MAKXProShares+33.0%$4.9M

#5FLOWGlobal X+31.0%$36.5M

#6CSDInvesco+30.0%$209M

#7LSAFLeader Shares+29.9%$133M

#8EKGFirst Trust+29.2%$9.4M

#210SPDSimplify+6.2%$77.1M

End-of-day Nov 5, 2026 · 263 Large cap ETFs by YTD

$10,000 in SPD

$10,000 in SPD became

$13,876

In the S&P 500 (VOO)

$18,115

Total return, dividends in · Oct 27, 2021 – Nov 4, 2026 · S&P 500 uses VOO

SPD Returns by Period

Today

YTD

MAX

SPD

+1.4%

−3.0%

−2.8%

+6.2%

+3.9%

+67.5%

+38.8%

+80.2%

Peer average

+1.1%

−1.2%

−0.5%

+12.3%

+13.1%

+76.8%

+60.9%

—

S&P 500 · VOO

+1.6%

−1.6%

0.0%

+13.4%

+13.5%

+91.7%

+81.2%

—

End-of-day Nov 5, 2026 · total return, dividends in · peers = 306 Large cap ETFs

SPD’s US Stock Styles Rank

YTD

#572of 701
us stock styles ETFs

Best · NRGU+191.2%

Average+13.5%

SPD+6.2%

Worst · AMGR−98.9%

US Stock Styles ETFs by YTD return · Nov 5, 2026

SPD Price and 52-Week Range

From the 52-week high

−6.0%

From the 52-week low

+15.6%

Today $41.27 – $41.41

Previous close $40.69

$41.28 now

52-week low$35.7252-week high$43.93

End-of-day Nov 5, 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 5, 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 5, 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%	+15.8%	+17.7%	$87.6B
IWB	iSharesRead Desk	0.15%	+13.0%	+13.2%	$47.8B
DIA	SPDRRead Desk	0.16%	+12.2%	+14.2%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+15.9%	+17.4%	$45.0B
SCHB	SchwabRead Desk	0.03%	+13.3%	+13.3%	$44.0B
SPD	SimplifyThis fundRead Desk	0.53%	+6.2%	+3.9%	$77M

Large cap peers · YTD and past-year returns · as of Nov 5, 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

+15.8%

+6.2%

DFAC wins+9.6 pts

Past year

+17.7%

+3.9%

DFAC wins+13.8 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 5, 2026 · AUM not scored

SPD vs VOO

YTD

SPD · Simplify US Equity PLUS Downside Convexity

+6.2%

VOO · S&P 500

+13.4%

Gap

7.2 pts

Simplify SPD and Vanguard VOO · YTD total return · as of Nov 5, 2026

SPD vs Its Peer Average

YTD

SPDAvsBPeer average

1D+1.4%+1.1%

1M−3.0%−1.2%

3M−2.8%−0.5%

YTD+6.2%+12.3%

1Y+3.9%+13.1%

3Y+67.5%+76.8%

5Y+38.8%+60.9%

1–6Peer average wins

306 Large cap peers · each row scaled to its leader

The Details

SPD

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y13.75%

Deepest drop · 1Y−10.5%

Lowest point · 5Y−22.6%

52-week range

$41.28

$35.72−6.0% from the high$43.93

Simplify SPD · past-year price moves · as of Nov 5, 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 5, 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 today2K

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

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