Simplify
Alternative ETFs

Explore the World of Diversification Beyond the 60/40

Simplify’s alternative strategies provide investors with institutional level diversification in the liquid, transparent and tax efficient form of the ETF wrapper. By leveraging the deep, foundational expertise of the Simplify team, we help investors access strategies, historically difficult to obtain, by designing a suite of alternative ETFs that can provide non correlated returns and asymmetric payoffs.

To view standardized performance for the funds, please click on the ticker symbols.

The Case for Alternatives

The Case for Alternatives

Alternatives can be a powerful way to enhance the classic 60/40 portfolio.

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As of 4/30/2024

Ticker
Fund Name
Trailing 1Yr Performance (NAV)
Trailing 1Yr Volatility
Trailing 1Yr Sharpe*
1Yr Beta to S&P 500
1Yr Beta to 60/40
 

The Simplify Managed Futures Strategy ETF (CTA) seeks long term capital appreciation by systematically investing in futures in an attempt to create an absolute return profile, that also has low correlation to equities, and can provide support in risk-off events.

EXPLORE CTA
 

The Simplify Volatility Premium ETF (SVOL) seeks to capture the volatility premium stemming from imbalanced hedge demand while simultaneously buying call options on the VIX as a means of hedging against adverse spikes in equity market volatility.

EXPLORE SVOL
 

The Simplify Enhanced Income ETF (HIGH) seeks to provide monthly income by selling short-dated put or call spreads on the most liquid global equity and fixed income indices.

EXPLORE HIGH
 

The Simplify Opportunistic Income ETF (CRDT) seeks to provide current income, with long-term capital appreciation as a secondary objective.

EXPLORE CRDT
 

The Simplify Market Neutral Equity Long/Short ETF (EQLS) seeks to provide positive absolute returns and income.

EXPLORE EQLS
 

The Simplify Commodities Strategy No K-1 ETF (HARD) seeks long term capital appreciation by systematically investing in commodity futures in an attempt to create commodity exposure that performs strongly during inflationary periods while still performing well in more typical market environments.
 

EXPLORE HARD
 

The Simplify Multi-QIS Alternative ETF (QIS) seeks to provide positive absolute returns and income. The fund will invest in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies. Each systematic strategy is designed to capture proven market return premia.

EXPLORE QIS
 
 
 

*Assumes 1-3M TBIL Index 1year total return as risk-free rate in Sharpe.