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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.
7.30%
-
|
3.96%
as of 03/31/2025

AGGH

Simplify Aggregate Bond ETF

Distribution Rate SEC Yield
Sub.*
|
Unsub.
7.39%
3.54%
|
3.30%
as of 03/31/2025
Morningstar Morningstar RatingTM

Overall rating based on risk-adjusted returns among 422 funds in the Intermediate Core Bond category as of 03/31/25.

Diversifying Alternatives

CTA

Simplify Managed Futures Strategy ETF

Correlation
With Stocks With Bonds
-0.27 -0.45

Source: Portfolio Designer. Correlation data as of 02/28/25 compared with S&P 500 Index and Bloomberg Aggregate Bond Index.

Morningstar Morningstar RatingTM

Overall rating based on risk-adjusted returns among 62 funds in the US Fund Systematic Trend category as of 03/31/25.

HARD

Simplify Commodities Strategy No K-1 ETF

Correlation
With Stocks With Bonds
0.04 -0.14

Source: Portfolio Designer. Correlation data as of 02/28/25 compared with S&P 500 Index and Bloomberg Aggregate Bond Index.

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.

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. The distribution rate may contain return of capital but an estimate cannot be provided at this time. Please refer to the 19a-1 notices for additional details regarding the distributions´ composition once they become available.

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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 03/31/25. © 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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