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 06/23/2026

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%	-	$381,055,954	04/14/25
CTA	Simplify Managed Futures Strategy ETF	6.27%	1.73%	0.75%	-	$1,549,880,516	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.12%	4.03%	0.55%	0.30%	$511,237,216	02/14/22
FOXY	Simplify Currency Strategy ETF	9.13%	3.18%	0.81%	-	$326,835,212	02/03/25
XV	Simplify Target 15 Distribution ETF	14.65%	3.25%	0.75%	-	$62,747,659	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.63%	0.53%	0.43%	$314,166,837	11/01/21
SBIL	Simplify Government Money Market ETF	3.36%	-	0.15%	-	$5,013,888,837	07/14/25
MTBA	Simplify MBS ETF ²	5.85%	3.69%	0.25%	0.15%	$1,549,180,295	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.90%	3.65%	0.25%	-	$707,394,918	11/14/22
SVOL	Simplify Volatility Premium ETF	20.90%	2.06%	0.66%	-	$539,169,214	05/12/21
BUCK	Simplify Treasury Option Income ETF	6.15%	3.59%	0.35%	-	$468,894,148	10/27/22
CDX	Simplify High Yield ETF ¹	6.80%	3.31%	0.50%	0.25%	$400,098,933	02/14/22
PINK	Simplify Health Care ETF	0.60%^***	0.51%	0.51%	-	$342,248,195	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.56%	2.76%	0.50%	-	$205,373,662	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.44%	0.28%	0.10%	$166,508,398	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.52%	5.79%	0.76%	-	$150,886,259	05/27/25
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.64%	0.53%	-	$110,060,593	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.62%	0.53%	-	$105,551,377	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.88%	0.99%	-	$102,294,971	01/26/26
SPUC	Simplify US Equity PLUS Upside Convexity ETF	11.79%	0.59%	0.53%	-	$93,782,996	09/03/20
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	2.09%	0.78%	-	$90,032,107	03/27/23
WLDR	Simplify Affinity World Leaders Equity ETF ⁹	-	-	1.05%	0.67%	$85,268,955	01/17/18
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.51%	2.82%	2.57%	$74,255,031	02/07/23
HIGH	Simplify Enhanced Income ETF	5.53%	3.37%	0.50%	-	$72,046,667	10/27/22
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	2.82%	3.63%	0.25%	-	$65,436,275	09/27/21
RFIX	Simplify Bond Bull ETF	3.10%	4.27%	0.50%	-	$55,048,301	12/09/24
NMB	Simplify National Muni Bond ETF	3.89%	3.87%	0.52%	-	$48,486,299	09/09/24
XXV	Simplify Ancorato Target 25 Distribution ETF	23.90%	3.28%	0.85%	-	$45,994,011	11/17/25
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.46%	0.54%	-	$42,024,972	05/24/21
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.29%	6.60%	0.96%	0.76%	$41,284,494	08/12/24
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	0.90%	0.25%	-	$40,167,947	04/15/24
QIS	Simplify Multi-QIS Alternative ETF	-	7.24%	1.21%	-	$39,635,602	07/10/23
YGLD	Simplify Gold Strategy ETF	12.58%	2.11%	0.53%	-	$38,921,743	12/02/24
CRDT	Simplify Opportunistic Income ETF	5.05%	6.23%	0.99%	-	$35,862,782	06/26/23
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.57%	0.35%	-	$31,117,138	02/17/26
MAXI	Simplify Bitcoin Strategy ETF	11.44%	-0.88%	1.31%	-	$24,981,834	09/29/22
TESL	Simplify Volt TSLA Revolution ETF	-	0.70%	0.97%	-	$17,776,999	12/28/20
CAS	Simplify China A Shares PLUS Income ETF	4.37%	2.69%	0.88%	-	$13,416,322	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.73%	1.03%	0.73%	$7,128,979	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	1.90%	0.27%	0.91%	-	$6,612,496	04/28/25
DINE	Simplify Tax Aware Diversified Income Strategy ETF ⁸	-	3.38%	0.25%	0.15%	$2,528,991	05/04/26
PCR	Simplify VettaFi Private Credit Strategy ETF	11.48%	2.95%	0.76%	-	$2,403,345	09/22/25
LQ	Simplify Tax Aware Alternatives ETF ⁸	-	3.48%	0.25%	0.15%	$2,383,145	05/04/26

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