Institutional-Grade Alternative Strategies Within ETFs

At Simplify, we build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges.

Our ETF lineup helps asset allocators re-imagine their core equity holdings with convexity, directly and efficiently hedge portfolios against rising interest rates, generate risk-managed income, gain exposure to alternatives, and much, much more.

Barrier Income.

None of the structured note headaches.

LEARN MORE ABOUT SBAR

Fund Highlights

SBAR

At-A-Glance

SBAR

Breaking Down Barrier Income

CTA

At-A-Glance

CDX

Fund Deep Dive

AGGH

Fund Deep Dive

HEQT

Fund Deep Dive

HARD

Fund Deep Dive

All Categories (29) Barrier Income Biotech Bitcoin Commodities Concentrated Thematic Core Bond Credit Currency Emerging Markets Global Gold Healthcare Hedged Equity High Yield Long High Duration Managed Futures Money Market Mortgages Multi-Strategy Municipal Bonds Private Credit Short High Duration Stocks + Managed Futures Treasuries Treasury + Income US Large Blend US Large Blend + Bitcoin US Small Cap Volatility Income

OVERVIEW FUND RETURNS DOCUMENTS

As of 07/02/2026

Ticker	Fund Name	Distribution Rate^* as of 05/31/26	30-Day SEC Yield (Unsubsidized)^** as of 05/31/26	Gross Expense Ratio	Net Expense Ratio	Net Assets	Inception Date
SBAR	Simplify Barrier Income ETF	11.76%	3.24%	0.75%	-	$391,897,263	04/14/25
CTA	Simplify Managed Futures Strategy ETF	6.27%	1.73%	0.75%	-	$1,490,276,451	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.12%	4.03%	0.55%	0.30%	$549,461,301	02/14/22
FOXY	Simplify Currency Strategy ETF	9.13%	3.18%	0.81%	-	$364,702,668	02/03/25
XV	Simplify Target 15 Distribution ETF	14.65%	3.25%	0.75%	-	$65,623,246	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.63%	0.53%	0.43%	$298,066,143	11/01/21
SBIL	Simplify Government Money Market ETF	3.36%	-	0.15%	-	$5,034,233,981	07/14/25
MTBA	Simplify MBS ETF ²	5.85%	3.69%	0.25%	0.15%	$1,543,106,365	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.90%	3.65%	0.25%	-	$751,995,493	11/14/22
SVOL	Simplify Volatility Premium ETF	20.90%	2.06%	0.66%	-	$537,614,569	05/12/21
BUCK	Simplify Treasury Option Income ETF	6.15%	3.59%	0.35%	-	$472,254,652	10/27/22
CDX	Simplify High Yield ETF ¹	6.80%	3.31%	0.50%	0.25%	$388,551,232	02/14/22
PINK	Simplify Health Care ETF	0.60%^***	0.51%	0.51%	-	$367,026,777	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.56%	2.76%	0.50%	-	$175,688,410	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.44%	0.28%	0.10%	$162,898,654	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.52%	5.79%	0.76%	-	$150,603,364	05/27/25
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.64%	0.53%	-	$111,313,923	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.62%	0.53%	-	$105,556,327	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.88%	0.99%	-	$102,487,011	01/26/26
SPUC	Simplify US Equity Income ETF	11.79%	0.59%	0.53%	-	$92,017,577	09/03/20
WLDR	Simplify Affinity World Leaders Equity ETF ⁹	-	-	1.05%	0.67%	$87,526,954	01/17/18
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	2.09%	0.78%	-	$81,149,201	03/27/23
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.51%	2.82%	2.57%	$77,363,942	02/07/23
HIGH	Simplify Enhanced Income ETF	5.53%	3.37%	0.50%	-	$70,767,017	10/27/22
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	2.82%	3.63%	0.25%	-	$65,703,943	09/27/21
RFIX	Simplify Bond Bull ETF	3.10%	4.27%	0.50%	-	$54,601,580	12/09/24
NMB	Simplify National Muni Bond ETF	3.89%	3.87%	0.52%	-	$48,719,899	09/09/24
XXV	Simplify Ancorato Target 25 Distribution ETF	23.90%	3.28%	0.85%	-	$48,285,321	11/17/25
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.46%	0.54%	-	$43,733,048	05/24/21
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.29%	6.60%	0.96%	0.76%	$41,051,577	08/12/24
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	0.90%	0.25%	-	$40,877,955	04/15/24
YGLD	Simplify Gold Strategy ETF	12.58%	2.11%	0.53%	-	$38,324,833	12/02/24
QIS	Simplify Multi-QIS Alternative ETF	-	7.24%	1.21%	-	$37,436,762	07/10/23
CRDT	Simplify Opportunistic Income ETF	5.05%	6.23%	0.99%	-	$36,255,514	06/26/23
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.57%	0.35%	-	$30,949,866	02/17/26
MAXI	Simplify Bitcoin Strategy ETF	11.44%	-0.88%	1.31%	-	$24,635,039	09/29/22
TESL	Simplify Volt TSLA Revolution ETF	-	0.70%	0.97%	-	$17,388,297	12/28/20
CAS	Simplify China A Shares PLUS Income ETF	4.37%	2.69%	0.88%	-	$13,997,917	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.73%	1.03%	0.73%	$7,166,686	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	1.90%	0.27%	0.91%	-	$6,882,436	04/28/25
DINE	Simplify Tax Aware Diversified Income Strategy ETF ⁸	-	3.38%	0.25%	0.15%	$2,532,580	05/04/26
PCR	Simplify VettaFi Private Credit Strategy ETF	11.48%	2.95%	0.76%	-	$2,438,532	09/22/25
LQ	Simplify Tax Aware Alternatives ETF ⁸	-	3.48%	0.25%	0.15%	$2,374,760	05/04/26

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