Simplify Equity Plus Etf Profile

SPUC Etf  USD 41.70  0.11  0.26%   

Performance

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Odds Of Distress

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Low
Simplify Equity is trading at 41.70 as of the 26th of February 2025, a 0.26 percent increase since the beginning of the trading day. The etf's open price was 41.59. Simplify Equity has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Simplify is traded on NYSEARCA Exchange in the United States. More on Simplify Equity PLUS

Moving together with Simplify Etf

  0.83VTI Vanguard Total StockPairCorr
  0.78SPY SPDR SP 500PairCorr
  0.77IVV iShares Core SPPairCorr
  0.71VIG Vanguard DividendPairCorr
  0.77VV Vanguard Large CapPairCorr
  0.9RSP Invesco SP 500PairCorr

Moving against Simplify Etf

  0.31AMPD Tidal Trust IIPairCorr

Simplify Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Blend, Simplify Asset Management (View all Sectors)
IssuerSimplify Asset Management
Inception Date2020-09-03
Entity TypeRegulated Investment Company
Asset Under Management121.13 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorSimplify Asset Management Inc.
CustodianThe Bank of New York Mellon Corporation
DistributorForeside Fund Services, LLC
Portfolio ManagerPaul Kim, David Berns
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents7.0
Market MakerWolverine Trading
Total Expense0.53
Management Fee0.5
Country NameUSA
Returns Y T D0.68
NameSimplify US Equity PLUS Upside Convexity ETF
Currency CodeUSD
Open FigiBBG00X4STWS9
In Threey Volatility21.61
1y Volatility21.5
200 Day M A41.5006
50 Day M A42.7029
CodeSPUC
Updated At24th of February 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.4
TypeETF
Simplify Equity PLUS [SPUC] is traded in USA and was established 2020-09-03. The fund is listed under Large Blend category and is part of Simplify Asset Management family. The entity is thematically classified as Large Cap ETFs. Simplify Equity PLUS at this time have 11.34 M in assets. , while the total return for the last 3 years was 12.2%.
Check Simplify Equity Probability Of Bankruptcy

Top Simplify Equity PLUS Etf Constituents

Simplify Equity PLUS Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Simplify Equity Against Markets

When determining whether Simplify Equity PLUS offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Simplify Equity's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Simplify Equity Plus Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Simplify Equity Plus Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Simplify Equity PLUS is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Equity's value that differs from its market value or its book value, called intrinsic value, which is Simplify Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simplify Equity's market value can be influenced by many factors that don't directly affect Simplify Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.