Simplify ETFs: 23 of 37 made money

Simplify’s Total Funds

44 funds · 62% made money

Bonds & cash 11$6.6B · 55%

SBIL+3.7%MTBA+0.4%TUA−7.0%AGGH+0.2%CDX−4.2%KNRG+4.8%NMB−1.3%TYA−10.5%RFIX−5.5%GAEM+2.7%PCR−17.7%

Unsorted 11$2.6B · 22%

CTA+3.4%SVOL+10.5%PFIX+29.4%FOXY+5.8%XV+7.9%SURI+15.1%SDMFnewXXVnewQIS−50.0%NXTI+12.6%TESL−40.4%

Income 10$1.3B · 11%

BUCK+3.5%SBAR+8.3%SPUC+9.2%HIGH−4.1%YGLD−17.3%CRDT−4.4%CAS−1.4%LITL+25.5%DINEnewLQnew

Sectors 1$339M · 3%

PINK+25.3%

Buffered 1$306M · 3%

HEQT+10.0%

US stocks 3$301M · 3%

CTAPnewSPD+3.9%SPYC+3.6%

International 3$207M · 2%

WLDR+32.9%GMACnewIOPP−3.6%

Commodities 2$165M · 1%

CCOMnewHARD+9.2%

Crypto 1$41.6M · 0%

SPBC+11.0%

Thematic income 1$28.9M · 0%

MAXI−35.1%

Simplify ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, grouped by category, largest first

Simplify’s Total Holdings

Today

$11.9Bin 44 funds · 10 categories

CategoryFundsAssets ▼Share

Bonds & cash11$6.6B55%

Unsorted11$2.6B22%

Income10$1.3B11%

Sectors1$339M3%

Buffered1$306M3%

US stocks3$301M3%

International3$207M2%

Commodities2$165M1%

Crypto1$41.6M0%

Thematic income1$28.9M0%

Simplify ETFs · current holdings · as of Nov 5, 2026

Simplify’s Share of the ETF Market

Today

0%of all US ETF AUM is in Simplify funds
$11.9B of $16.40T · 44 of 5,803

Low-Cost Core

$4.91T

US Stock Styles

$3.16T · 805 funds

0%of US Stock Styles AUM

Bonds & Cash$2.63T

0%of Bonds & Cash AUM

International$2.28T

0%of International AUM

Income$1.01T

0%of Income AUM

Sectors$964B

0%of Sectors AUM

Thematic

$388B

Commodities$383B

0%of Commodities AUM

6 more$674B

0%of 6 more AUM

Simplify’s AUMEveryone elseNo Simplify funds · 2 bucketsTile size = the bucket’s total AUM

Simplify ETFs · current AUM · as of Nov 5, 2026 · tile size = the bucket’s total AUM

Top 10 Simplify ETFs

Today

$9.3B · 78% of $11.9B

1SBILGovernment Money Market$4.1B

2CTAManaged Futures Strategy$1.3B

3MTBAMBS$905M

4BUCKTreasury Option Income$517M

5SVOLVolatility Premium$491M

6TUAShort Term Treasury Futures Strategy$486M

7SBARBarrier Income$439M

8AGGHAggregate Bond$412M

9PINKHealth Care$339M

10HEQTHedged Equity$306M

Simplify ETFs · 10 of 44 by assets · as of Nov 5, 2026

Simplify’s Best ETFs

+32.9%WLDR, the Affinity World Leaders Equity fund, led all 37

1WLDRAffinity World Leaders Equity+32.9%

2PFIXInterest Rate Hedge+29.4%

3LITLPiper Sandler US Small-Cap PLUS Income+25.5%

4PINKHealth Care+25.3%

5SURIPropel Opportunities+15.1%

6NXTINEXT Intangible Core+12.6%

7SPBCUS Equity PLUS Bitcoin Strategy+11.0%

8SVOLVolatility Premium+10.5%

9HEQTHedged Equity+10.0%

10SPUCUS Equity Income+9.2%

Simplify ETFs · past-year returns · as of Nov 5, 2026

Simplify’s 1-Year Record

23–14made money · lost
of 37 with a full year

62% made moneyAll ETFs 78%

Typical returnMiddle fund

Simplify+3.5%

All ETFs+7.8%

Best fundWLDR +32.9%

Worst fundQIS −50.0%

Money made for investors$417M · 58th of 414 issuers

7 funds are under a year old and don’t count yet.

Simplify ETFs · past-year returns · as of Nov 5, 2026

Simplify vs Invesco

Simplify44 funds · 48th by money made

Invesco247 funds

$417MMoney made$102B

$11.9BAssets$965B

$55.6MFees earned$2.2B

62%Win %86%

+3.5%Typical return+11.0%

$0.47Fee per $100$0.23

44Funds247

5Launches 202615

4–0Invesco wins

Simplify and Invesco ETFs · past-year results · as of Nov 5, 2026 · each pair scaled to its larger value

Simplify’s ETF Launches

2026

5in 20267in 12 months

Jan 261 fund

Chinese Commodities Strategy No K-1

CCOM

Feb 171 fund

DBi CTA Managed Futures

SDMF

May 42 funds

Tax Aware

DINE LQ

Oct 51 fund

Brookwood Global Macro

GMAC

End-of-day Nov 5, 2026

SSimplify

Simplify