Simplify ETFs: 22 of 37 made money

Simplify’s Total Funds

44 funds · 59% made money

Bonds & cash 11$6.6B · 55%

SBIL+3.7%MTBA+0.1%TUA−7.5%AGGH−0.7%CDX−4.5%KNRG+4.2%NMB−2.2%TYA−11.5%RFIX−8.4%GAEM+2.2%PCR−17.5%

Unsorted 11$2.6B · 22%

CTA+9.9%SVOL+8.9%PFIX+32.0%FOXY+5.1%XV+6.7%SURI+13.0%SDMFnewXXVnewQIS−46.2%NXTI+13.0%TESL−41.4%

Income 10$1.3B · 11%

BUCK+3.6%SBAR+7.4%SPUC+7.6%HIGH−4.5%YGLD−22.5%CRDT−5.8%CAS−5.2%LITL+22.9%DINEnewLQnew

Sectors 1$339M · 3%

PINK+21.4%

Buffered 1$306M · 3%

HEQT+8.6%

US stocks 3$301M · 3%

CTAPnewSPD+2.3%SPYC+1.8%

International 3$207M · 2%

WLDR+32.8%GMACnewIOPP−5.1%

Commodities 2$165M · 1%

CCOMnewHARD+17.9%

Crypto 1$41.6M · 0%

SPBC+8.5%

Thematic income 1$28.9M · 0%

MAXI−41.2%

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

Simplify’s Best ETFs

+32.8%WLDR, the Affinity World Leaders Equity fund, led all 37

1WLDRAffinity World Leaders Equity+32.8%

2PFIXInterest Rate Hedge+32.0%

3LITLPiper Sandler US Small-Cap PLUS Income+22.9%

4PINKHealth Care+21.4%

5HARDCommodities Strategy No K-1+17.9%

6SURIPropel Opportunities+13.0%

7NXTINEXT Intangible Core+13.0%

8CTAManaged Futures Strategy+9.9%

9SVOLVolatility Premium+8.9%

10HEQTHedged Equity+8.6%

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

Simplify’s 1-Year Record

22–15made money · lost
of 37 with a full year

59% made moneyAll ETFs 74%

Typical returnMiddle fund

Simplify+2.3%

All ETFs+6.9%

Best fundWLDR +32.8%

Worst fundQIS −46.2%

Money made for investors$449M · 54th of 413 issuers

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

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

Simplify vs iShares

Simplify44 funds · 46th by money made

iSharesBlackRock · 482 funds

$449MMoney made$381B

$11.9BAssets$4.63T

$55.6MFees earned$7.5B

59%Win %80%

+2.3%Typical return+8.8%

$0.47Fee per $100$0.16

44Funds482

5Launches 202621

4–0iShares wins

Simplify and iShares ETFs · past-year results · as of Nov 4, 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 4, 2026

SSimplify

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