Simplify ETFs: record by period

Record

37 funds with a full year

Simplify’s 1-Year Record

22 of 37 Made Money15 lostSimplify typical +2.3% · All ETFs +6.9%

Made money · 22

More than 30%2BestWLDR+32.8%

20–30%2

10–20%3

5–10%8

0–5%7

Lost money · 15

0–5%4

5–10%5

More than 10%6WorstQIS−46.2%

Simplify ETFs · past-year returns · 37 funds with a full year · as of Nov 4, 2026

Simplify’s Returns by Bucket

BucketYTD1YMoney made

Unsorted11 funds · $2.6B+8.0%+10.2%$193M

Bonds & cash11 funds · $6.6B+0.9%+1.5%$88.9M

Sectors1 fund · $339M+10.4%+21.4%$59.7M

Income10 funds · $1.3B+3.9%+4.6%$54.4M

International3 funds · $207M+24.9%+31.1%$34.9M

Buffered1 fund · $306M+7.3%+8.6%$24.3M

Commodities2 funds · $165M+16.8%+17.9%$8.4M

Crypto1 fund · $41.6M+10.6%+8.5%$3.3M

US stocks3 funds · $301M+9.7%+2.1%$3.0M

Thematic income1 fund · $28.9M−7.9%−41.2%−$20.2M

Simplify ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Simplify’s Best ETFs

YTD

+26.2%WLDR, Affinity World Leaders Equity, led Simplify

1WLDRAffinity World Leaders Equity+26.2%

2PFIXInterest Rate Hedge+18.7%

3LITLPiper Sandler US Small-Cap PLUS Income+17.0%

4HARDCommodities Strategy No K-1+16.8%

5CTAPUS Equity PLUS Managed Futures Strategy+14.5%

6NXTINEXT Intangible Core+13.7%

7SURIPropel Opportunities+11.8%

8SPBCUS Equity PLUS Bitcoin Strategy+10.6%

Simplify ETFs · year-to-date returns · as of Nov 4, 2026

Simplify’s Worst ETFs

YTD

−29.9%QIS, Multi-QIS Alternative

1QISMulti-QIS Alternative−29.9%

2YGLDGold Strategy PLUS Income−28.3%

3TESLVolt TSLA Revolution−28.2%

4PCRVettaFi Private Credit Strategy−15.4%

5TYAIntermediate Term Treasury Futures Strategy−11.1%

6CASChina A PLUS Income−8.2%

7TUAShort Term Treasury Futures Strategy−8.2%

8MAXIBitcoin Strategy PLUS Income−7.9%

Simplify ETFs · year-to-date returns · as of Nov 4, 2026

Simplify’s ETF Returns

YTD

24–15up · down this year
of 39 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 5 are 2026 launches.

Typical+3.1%

BestWLDR +26.2%

WorstQIS −29.9%

Simplify ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 Simplify ETFs

PINK+21.4%

CTA+9.9%

SVOL+8.9%

HEQT+8.6%

SPUC+7.6%

SBAR+7.4%

SBIL+3.7%

BUCK+3.6%

MTBA+0.1%

AGGH−0.7%

CDX−4.5%

TUA−7.5%

Best first · dashed line = Simplify typical +2.3%

Simplify ETFs · past-year returns · as of Nov 4, 2026

Simplify’s Money Made

$399Mmade by the 12 largest · 89% of $449M

Simplify ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Simplify’s Best and Worst ETFs

Best 5 of 37

WLDRAffinity World Leaders Equity+32.8%

PFIXInterest Rate Hedge+32.0%

LITLPiper Sandler US Small-Cap PLUS Income+22.9%

PINKHealth Care+21.4%

HARDCommodities Strategy No K-1+17.9%

Worst 5 of 37

QISMulti-QIS Alternative−46.2%

TESLVolt TSLA Revolution−41.4%

MAXIBitcoin Strategy PLUS Income−41.2%

YGLDGold Strategy PLUS Income−22.5%

PCRVettaFi Private Credit Strategy−17.5%

End-of-day Nov 4, 2026 · funds with a full year

Simplify’s Record by Bucket

Bonds & cash4 of 11

Unsorted7 of 9

Income4 of 8

Sectors1 of 1

Buffered1 of 1

US stocks2 of 2

International1 of 2

Commodities1 of 1

Crypto1 of 1

Thematic income0 of 1

Simplify ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Simplify’s Losing ETFs

15funds lost money7 bond funds · 4 income funds · 2 unsorted funds · 1 thematic income fund · 1 international fund

FundCategoryPast year1Y ▲Assets

QISMulti-QIS AlternativeUnsorted−46.2%$45.9M

TESLVolt TSLA RevolutionUnsorted−41.4%$12.9M

MAXIBitcoin Strategy PLUS IncomeThematic income−41.2%$28.9M

YGLDGold Strategy PLUS IncomeIncome−22.5%$30.2M

PCRVettaFi Private Credit StrategyBonds & cash−17.5%$2.2M

TYAIntermediate Term Treasury Futures StrategyBonds & cash−11.5%$43.9M

RFIXBond BullBonds & cash−8.4%$41.7M

Simplify ETFs · past-year returns · as of Nov 4, 2026 · worst first

Simplify’s Newest ETFs

7funds not in the record yet

First 1Y onFunds

Nov 17, 2026XXV

Dec 8, 2026CTAP

Jan 26, 2027CCOM

Feb 17, 2027SDMF

May 4, 2027DINE LQ

Oct 5, 2027GMAC

A fund joins Win % and typical return once it has a full year of prices.

Simplify ETFs · launched in the past year · as of Nov 4, 2026

SSimplify

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