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
Alternatives can be a powerful way to enhance the classic 60/40 portfolio.
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As of 3/31/2024
CTA
Simplify Managed Futures Strategy ETF
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.
SVOL
Simplify Volatility Premium ETF
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.
HIGH
Simplify Enhanced Income ETF
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.
CRDT
Simplify Opportunistic Income ETF
The Simplify Opportunistic Income ETF (CRDT) seeks to provide current income, with long-term capital appreciation as a secondary objective.
EQLS
Simplify Market Neutral Equity Long/Short ETF
The Simplify Market Neutral Equity Long/Short ETF (EQLS) seeks to provide positive absolute returns and income.
HARD
Simplify Commodities Strategy No K-1 ETF
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.
QIS
Simplify Multi-QIS Alternative ETF
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.
SPX
S&P 500 Index
BMA6040
60% S&P 500/40% Bond Aggregate Index
*Assumes 1-3M TBIL Index 1year total return as risk-free rate in Sharpe.
