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 + Income Commodities Concentrated Thematic Core Bond Credit Currency Emerging Markets Global Gold + Income 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 05/06/2026

Ticker	Fund Name	Distribution Rate^* as of 03/31/26	30-Day SEC Yield (Unsubsidized)^** as of 03/31/26	Gross Expense Ratio	Net Expense Ratio	Net Assets	Inception Date
SBAR	Simplify Barrier Income ETF	12.25%	3.51%	0.75%	-	$289,925,108	04/14/25
CTA	Simplify Managed Futures Strategy ETF	5.99%	2.04%	0.75%	-	$1,632,468,051	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.08%	3.60%	0.55%	0.30%	$472,839,050	02/14/22
FOXY	Simplify Currency Strategy ETF	8.97%	3.07%	0.81%	-	$194,345,921	02/03/25
XV	Simplify Target 15 Distribution ETF	15.30%	3.55%	0.75%	-	$60,303,597	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.71%	0.53%	0.43%	$321,607,920	11/01/21
SBIL	Simplify Government Money Market ETF	3.24%	-	0.15%	-	$4,902,140,626	07/14/25
MTBA	Simplify MBS ETF ²	5.83%	3.83%	0.25%	0.15%	$1,661,875,786	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.85%	3.79%	0.25%	-	$789,590,271	11/14/22
SVOL	Simplify Volatility Premium ETF	21.84%	2.30%	0.66%	-	$575,553,015	05/12/21
CDX	Simplify High Yield ETF ¹	8.41%	3.50%	0.50%	0.25%	$435,944,315	02/14/22
BUCK	Simplify Treasury Option Income ETF	7.14%	3.72%	0.35%	-	$429,666,538	10/27/22
PINK	Simplify Health Care ETF	0.60%^***	0.24%	0.51%	-	$238,446,025	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.60%	2.73%	0.50%	-	$209,707,342	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.45%	0.28%	0.10%	$164,251,342	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.62%	6.08%	0.76%	-	$147,022,244	05/27/25
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	2.18%	0.78%	-	$107,359,273	03/27/23
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.74%	0.99%	-	$105,980,026	01/26/26
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.72%	0.53%	-	$105,829,637	09/03/20
SPUC	Simplify US Equity PLUS Upside Convexity ETF	0.90%	0.78%	0.53%	-	$102,768,760	09/03/20
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.73%	0.53%	-	$102,585,345	09/03/20
HIGH	Simplify Enhanced Income ETF	5.61%	3.52%	0.50%	-	$78,286,206	10/27/22
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.86%	2.82%	2.57%	$77,636,047	02/07/23
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	2.74%	3.82%	0.25%	-	$67,774,297	09/27/21
RFIX	Simplify Bond Bull ETF	2.92%	3.96%	0.50%	-	$56,112,279	12/09/24
YGLD	Simplify Gold Strategy PLUS Income ETF	12.08%	2.61%	0.53%	-	$50,302,455	12/02/24
QIS	Simplify Multi-QIS Alternative ETF	-	4.45%	1.21%	-	$49,473,315	07/10/23
XXV	Simplify Ancorato Target 25 Distribution ETF	25.38%	3.62%	0.85%	-	$49,369,230	11/17/25
NMB	Simplify National Muni Bond ETF	5.96%	3.99%	0.52%	-	$46,656,167	09/09/24
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.63%	0.54%	-	$44,194,863	05/24/21
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.50%	6.76%	0.96%	0.76%	$38,214,119	08/12/24
CRDT	Simplify Opportunistic Income ETF	5.36%	7.76%	0.99%	-	$37,820,320	06/26/23
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	0.98%	0.25%	-	$37,559,232	04/15/24
MAXI	Simplify Bitcoin Strategy PLUS Income ETF	-	-0.39%	1.31%	-	$35,741,288	09/29/22
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.63%	0.35%	-	$22,772,718	02/17/26
TESL	Simplify Volt TSLA Revolution ETF	-	0.89%	0.97%	-	$21,116,820	12/28/20
CAS	Simplify China A Shares PLUS Income ETF	4.98%	3.18%	0.88%	-	$10,979,983	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.21%	1.03%	0.73%	$7,667,438	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	2.10%	0.14%	0.91%	-	$5,522,122	04/28/25
PCR	Simplify VettaFi Private Credit Strategy ETF	11.65%	3.01%	0.76%	-	$2,619,295	09/22/25
DINE	Simplify Tax Aware Diversified Income Strategy ETF ⁸	-	-	0.25%	0.15%	$2,510,086	05/04/26
LQ	Simplify Tax Aware Alternatives ETF ⁸	-	-	0.25%	0.15%	$2,485,519	05/04/26

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