ARCA:SPD

Simplify US Equity PLUS Downside Convexity ETF

$ 33.7388 -0.0077 ( -0.02%) 01:49 PM EST
PE Ratio:
17.36
PB Ratio:
2.5
Volume:
5.37K
Dividend Yield %:
1.28
Last Holding update 2024-08-20 1 Stocks (0 new)
Value $114.00 Mil Turnover 12 %
Top Holdings: IVV(100.00%)
Portfolio Report
Registrant: Simplify Exchange Traded Funds
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 33.76
Day's Range ($) 33.7388 - 33.83
Day's Volume 5,373
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 $) 102.074
Shares Outstanding (Mil) 3.03
PE Ratio 17.36
PE Ratio (10y Range) 17.36 - 20.22
PE Ratio (10y Median) 18.93
PB Ratio 2.5
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

Moving Average

Momentum

Gurus Latest Trades with ARCA:SPD

No Available Data

ARCA:SPD is held by these investors

No Available Data
Simplify US Equity PLUS Downsi... Top Holdings of 2024-06-30 View Full List
Ticker
IVV
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
208,115
113886.770
+13.95%
100.000
+12.24%
-
+7.08%
+22.15%
547824.220
 

Simplify US Equity PLUS Downside Convexity ETF's Historical Top Holdings Breakdowns

Simplify US Equity PLUS Downside Convexity ETF's Top Stock Picks View Full List
Ticker
IVV
IVV
IVV
IVV
IVV
IVV
IVV
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+12.24%
●
497.53 ($525.83) 549.64
$583.41
10.95%
Add 13.95%
208,115
25,472
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+5.74%
●
469.56 ($500.36) 525.73
$583.41
16.60%
Add 6.09%
182,643
10,491
IVV 		iShares Core S&P 500 ETF2023-12-31Reduce
-23.04%
●
412.55 ($447.6) 479
$583.41
30.34%
Reduce -23.04%
172,152
-51,543
IVV 		iShares Core S&P 500 ETF2023-09-30Reduce
-13.57%
●
427.76 ($447.3) 460.18
$583.41
30.43%
Reduce -13.57%
223,695
-35,114
IVV 		iShares Core S&P 500 ETF2023-06-30Reduce
-23.61%
●
404.91 ($420.31) 445.71
$583.41
38.80%
Reduce -23.61%
258,809
-79,969
IVV 		iShares Core S&P 500 ETF2023-03-31Reduce
-45.34%
●
379.54 ($399.43) 416.92
$583.41
46.06%
Reduce -45.34%
338,778
-281,067
IVV 		iShares Core S&P 500 ETF2022-12-31Reduce
-43.13%
●
356.44 ($384.6) 407.56
$583.41
51.69%
Reduce -43.13%
619,845
-470,065

Simplify US Equity PLUS Downside Convexity ETF Total Holding History ($B)

To

Simplify US Equity PLUS Downside Convexity ETF's Asset Allocation

To

Simplify US Equity PLUS Downside Convexity ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Simplify US Equity PLUS Downside Convexity ETF's Hypothetical Growth since 2024-06-30

Simplify US Equity PLUS Downside Convexity ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Simplify US Equity PLUS Downside Convexity ETF's Holdings Heat Map

Size field:

Simplify US Equity PLUS Downside Convexity ETF's Holdings Bubble Chart

Simplify US Equity PLUS Downside Convexity ETF News

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