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.

As of 4/30/2023

Ticker

Fund Name

Trailing 1Yr Performance (NAV)

Trailing 1Yr Volatility

Trailing 1Yr Sharpe*

1Yr Beta to S&P 500

1Yr Beta to 60/40

CTA

Simplify Managed Futures Strategy ETF

Trailing 1Yr Performance (NAV) 3.12%

Trailing 1Yr Volatility 19.44%

Trailing 1Yr Sharpe* -0.10

1Yr Beta to S&P 500 -0.14

1Yr Beta to 60/40 -0.31

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

SVOL

Simplify Volatility Premium ETF

Trailing 1Yr Performance (NAV) 15.61%

Trailing 1Yr Volatility 13.98%

Trailing 1Yr Sharpe* 0.85

1Yr Beta to S&P 500 0.44

1Yr Beta to 60/40 0.66

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

PFIX

Simplify Interest Rate Hedge ETF

Trailing 1Yr Performance (NAV) 12.42%

Trailing 1Yr Volatility 48.30%

Trailing 1Yr Sharpe* 0.10

1Yr Beta to S&P 500 -0.21

1Yr Beta to 60/40 -0.80

The Simplify Interest Rate Hedge ETF (PFIX) seeks to hedge interest rate movements arising from rising long-term interest rates and to benefit from market stress when fixed income volatility increases.

EXPLORE PFIX

HEQT

Simplify Hedged Equity Strategy

Trailing 1Yr Performance (NAV) 7.37%

Trailing 1Yr Volatility 9.54%

Trailing 1Yr Sharpe* 0.41

1Yr Beta to S&P 500 0.39

1Yr Beta to 60/40 0.57

The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

EXPLORE HEQT

SPX

S&X 500 Index

Trailing 1Yr Performance (NAV) 2.64%

Trailing 1Yr Volatility 22.48%

Trailing 1Yr Sharpe* -0.03

1Yr Beta to S&P 500 1.00

1Yr Beta to 60/40 1.47

BMA6040

60% S&P 500/40% Bond Aggregate Index

Trailing 1Yr Performance (NAV) 1.30%

Trailing 1Yr Volatility 14.92%

Trailing 1Yr Sharpe* -0.14

1Yr Beta to S&P 500 0.65

1Yr Beta to 60/40 1.00

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

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Simplify Alternative ETFs