Modern ETF Solutions

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AGGH

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income

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What Our Allocators Are Asking For

We´re giving you a look into the lens of our solutions and what Advisors are looking for.

Enhanced Income

BUCK

Simplify Treasury Option Income ETF

Distribution Rate* SEC Yield
Sub.
|
Unsub.
7.68%
-
|
3.91%
Data as of 05/31/2025. View fund's standardized performance.

AGGH

Simplify Aggregate Bond ETF

Distribution Rate* SEC Yield
Sub.
|
Unsub.
7.78%
3.62%
|
3.37%
Data as of 05/31/2025. View fund's standardized performance.
Portfolio Diversifiers

CTA

Simplify Managed Futures Strategy ETF

Correlation
With StocksWith Bonds
-0.12-0.38
Source: LSEG & FactSet. Correlation data as of 05/31/25 compared with S&P 500 Index and Bloomberg Aggregate Bond Index.
Morningstar
Morningstar RatingTM Close

Overall rating based on risk-adjusted returns among 62 funds in the Systematic Trend category as of 05/31/25.

HEQT

Simplify Hedged Equity ETF

Capture Ratios
UpsideDownside
65%39%
Source: Bloomberg, Simplify calculations. Capture ratios versus S&P 500 Index as of 05/31/25. Upside capture ratio measures performance in up-markets relative to the index. Downside capture ratio measures the performance in down-markets relative to the index. 
Morningstar
Morningstar RatingTM Close

Overall rating based on risk-adjusted returns among 137 funds in the Equity Hedged category as of 05/31/25.

The performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Performance data for the most recent month-end is available above.

*The Distribution Rate is the annual rate an investor would receive if the most recently declared distribution, which includes option income, remained the same going forward. The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV. The Distribution Rate represents a single distribution from the ETF and does not represent its total return. BUCK's distribution includes an estimated 73% Return of Capital ("ROC"). AGGH's distribution includes an estimated 78% Return of Capital ("ROC"). The ROC percentage indicates the percentage of the distribution that reflects an investor's initial investment.

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SEC 30-day Yield is available once fund has a full quarter of performance.

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (855) 772-8488 or view/download a prospectus online. Please read the prospectus carefully before you invest. 

An investment in the fund involves risk, including possible loss of principal. 

The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies.  Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history. 

The information on this website does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. Simplify Asset Management Inc. or its affiliates, nor Foreside Financial Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein. 

The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a 3-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% 3-year rating for 36-59 months of total returns, 60% 5-year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all 3 rating periods. The three-year period ending 04/30/25. © 2025 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. 

Simplify ETFs are distributed by Foreside Financial Services, LLC. Foreside and Simplify are not related.

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