Simplify US Equity PLUS Downside Convexity ETF | |
$ 33.6479 | |
Last Holding update 2024-08-20 | 1 Stocks (0 new) |
Value $114.00 Mil | Turnover 12 % |
Portfolio Report | |
Registrant: Simplify Exchange Traded Funds
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Performance
Annualized Return %
Total Annual Return %
Key Statistics
Name | Value | ||
---|---|---|---|
Day's Open ($) | 33.76 | ||
Day's Range ($) | 33.63 - 33.83 | ||
Day's Volume | 5,834 | ||
52-Week Range ($) | 25.5 - 33.99 | ||
Beta | 0.68 | ||
Volatility | 10.61 | ||
14-Day RSI | 58.23 | ||
14-Day ATR ($) | 0.267503 | ||
20-Day SMA ($) | 33.59782 |
Fundamental Data
Name | Value | ||
---|---|---|---|
Market Cap (Mil $) | 101.799 | ||
Shares Outstanding (Mil) | 3.03 | ||
PE Ratio | 17.31 | ||
PE Ratio (10y Range) | 17.36 - 20.22 | ||
PE Ratio (10y Median) | 18.93 | ||
PB Ratio | 2.49 | ||
PB Ratio (10y Range) | 2.34 - 4.59 | ||
PB Ratio (10y Median) | 3.72 |
Dividend Data
Name | Value | ||
---|---|---|---|
Dividends per Share (TTM) ($) | 0.431 | ||
Dividend Yield % | 1.28 | ||
Dividend Yield % (10y Range) | 0.75 - 2.48 | ||
Dividend Yield % (10y Median) | 1.64 | ||
Next Dividend Payment Date | |||
Dividend Frequency | Quarterly |
SPD Simplify US Equity PLUS Downside Convexity ETF Fundamental Charts
Historical TTM Price-to-Earnings for SPD Simplify US Equity PLUS Downside Convexity ETF
Historical TTM Price-to-Earnings without NRI for SPD Simplify US Equity PLUS Downside Convexity ETF
Historical Price-to-Book Ratio for SPD Simplify US Equity PLUS Downside Convexity ETF
Historical Dividend Yields for SPD Simplify US Equity PLUS Downside Convexity ETF
SPD Simplify US Equity PLUS Downside Convexity ETF Technical Indicators
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Simplify US Equity PLUS Downsi... Top Holdings of 2024-06-30
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Simplify US Equity PLUS Downside Convexity ETF's Historical Top Holdings Breakdowns
Simplify US Equity PLUS Downside Convexity ETF's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Add | +12.24% | 497.53 ($525.83) 549.64 | $582.67 | 10.81% | Add 13.95% | 208,115 | 25,472 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Add | +5.74% | 469.56 ($500.36) 525.73 | $582.67 | 16.45% | Add 6.09% | 182,643 | 10,491 | |
IVV | iShares Core S&P 500 ETF | 2023-12-31 | Reduce | -23.04% | 412.55 ($447.6) 479 | $582.67 | 30.18% | Reduce -23.04% | 172,152 | -51,543 | |
IVV | iShares Core S&P 500 ETF | 2023-09-30 | Reduce | -13.57% | 427.76 ($447.3) 460.18 | $582.67 | 30.26% | Reduce -13.57% | 223,695 | -35,114 | |
IVV | iShares Core S&P 500 ETF | 2023-06-30 | Reduce | -23.61% | 404.91 ($420.31) 445.71 | $582.67 | 38.63% | Reduce -23.61% | 258,809 | -79,969 | |
IVV | iShares Core S&P 500 ETF | 2023-03-31 | Reduce | -45.34% | 379.54 ($399.43) 416.92 | $582.67 | 45.88% | Reduce -45.34% | 338,778 | -281,067 | |
IVV | iShares Core S&P 500 ETF | 2022-12-31 | Reduce | -43.13% | 356.44 ($384.6) 407.56 | $582.67 | 51.50% | Reduce -43.13% | 619,845 | -470,065 |
Simplify US Equity PLUS Downside Convexity ETF Total Holding History ($B)
Simplify US Equity PLUS Downside Convexity ETF's Asset Allocation
Simplify US Equity PLUS Downside Convexity ETF Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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Simplify US Equity PLUS Downside Convexity ETF's Hypothetical Growth since 2024-06-30
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Simplify US Equity PLUS Downside Convexity ETF's Holdings Heat Map
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