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AGGH

CDX

SPBC

MAXI

SPQ

income

SVOL

BUCK

MTBA

HIGH

Manager
Alpha

SURI

PINK

FIG

CRDT

IOPP

Tail
Hedging

PFIX

Structured
Beta

TUA

TYA

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CTA

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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.

More Income

BUCK

Simplify Treasury Option Income ETF

Distribution Rate* SEC Yield
Sub.**
|
Unsub.
9.75%
-
|
4.84%
as of 08/31/2024

SVOL

Simplify Volatility Premium ETF

Distribution Rate* SEC Yield
Sub.**
|
Unsub.
16.08%
-
|
3.74%
as of 08/31/2024
Morningstar Morningstar RatingTM
Overall rating based on risk-adjusted returns among 1,292 funds in the Large Blend category as of 08/31/24.
Income with Low Duration Risk and/or Credit Hedges

MTBA

Simplify MBS ETF

Distribution Rate* SEC Yield
Sub.**
|
Unsub.
5.85%
5.13%
|
5.03%
as of 08/31/2024

CDX

Simplify High Yield PLUS Credit Hedge ETF

Distribution Rate* SEC Yield
Sub.**
|
Unsub.
10.13%
5.13%
|
4.88%
as of 08/31/2024

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.

Please click on the fund name above for standardized fund performance.

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Upcoming Live Events

AGGH Fund Deep Dive Live
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AGGH Fund Deep Dive Live

Shailesh Gupta and Jason England discuss the methodology, positioning, and opportunities of the Simplify Aggregate Bond ETF (AGGH).
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Entering The Fall Thought Leadership Series 2024
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Entering The Fall Thought Leadership Series 2024

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Simplify's Entering the Fall 2024 is our fourth annual gathering of select financial and economic thought leaders to discuss the current economic environment, market landscape, and investment outlook. Proceeds from the event support Coney Island Prep and affiliated programs.
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Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?
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Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?

Michael Green, CFA and Harley Bassman checking in with Mark Blyth, Professor of International Economics at Brown University.
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Simplify Quarterly Market & Strategy Update - October 2024
Live Webcast

Simplify Quarterly Market & Strategy Update - October 2024

Join Michael Green and Paisley Nardini for an update on today’s major market themes as well as the discussion on the performance and positioning of some of Simplify’s flagship strategies.
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© 2024 Simplify. All rights reserved.

* Distribution rate calculation employs the most recent distribution, and multiplies the payment by 12 (monthly) or 4 (quarterly) to get an annualized total. The annualized total is then divided by the most recent net asset value (NAV) to determine the distribution rate.

** 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 06/30/24. © 2024 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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