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 (28) Barrier Income Biotech Bitcoin + Income Commodities Concentrated Thematic Core Bond Credit Currency Emerging Markets 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 05/01/2026

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%	-	$296,457,392	04/14/25
CTA	Simplify Managed Futures Strategy ETF	5.99%	2.04%	0.75%	-	$1,680,310,165	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.08%	3.60%	0.55%	0.30%	$473,809,843	02/14/22
FOXY	Simplify Currency Strategy ETF	8.97%	3.07%	0.81%	-	$138,965,494	02/03/25
XV	Simplify Target 15 Distribution ETF	15.30%	3.55%	0.75%	-	$60,051,363	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.71%	0.53%	0.43%	$320,020,811	11/01/21
SBIL	Simplify Government Money Market ETF	3.24%	-	0.15%	-	$4,849,125,861	07/14/25
MTBA	Simplify MBS ETF ²	5.83%	3.83%	0.25%	0.15%	$1,669,522,053	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.85%	3.79%	0.25%	-	$787,802,598	11/14/22
SVOL	Simplify Volatility Premium ETF	21.84%	2.30%	0.66%	-	$582,592,181	05/12/21
CDX	Simplify High Yield ETF ¹	8.41%	3.50%	0.50%	0.25%	$435,644,254	02/14/22
BUCK	Simplify Treasury Option Income ETF	7.14%	3.72%	0.35%	-	$428,612,480	10/27/22
PINK	Simplify Health Care ETF	0.60%^***	0.24%	0.51%	-	$237,617,068	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.60%	2.73%	0.50%	-	$208,351,924	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.45%	0.28%	0.10%	$164,354,450	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.62%	6.08%	0.76%	-	$145,476,511	05/27/25
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	2.18%	0.78%	-	$116,354,628	03/27/23
SPUC	Simplify US Equity PLUS Upside Convexity ETF	0.90%	0.78%	0.53%	-	$111,902,328	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.72%	0.53%	-	$105,867,772	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.74%	0.99%	-	$104,502,966	01/26/26
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.73%	0.53%	-	$100,536,750	09/03/20
HIGH	Simplify Enhanced Income ETF	5.61%	3.52%	0.50%	-	$79,051,018	10/27/22
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.86%	2.82%	2.57%	$74,677,101	02/07/23
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	2.74%	3.82%	0.25%	-	$67,459,200	09/27/21
RFIX	Simplify Bond Bull ETF	2.92%	3.96%	0.50%	-	$56,299,435	12/09/24
QIS	Simplify Multi-QIS Alternative ETF	-	4.45%	1.21%	-	$51,962,343	07/10/23
YGLD	Simplify Gold Strategy PLUS Income ETF	12.08%	2.61%	0.53%	-	$49,299,153	12/02/24
XXV	Simplify Ancorato Target 25 Distribution ETF	25.38%	3.62%	0.85%	-	$48,750,473	11/17/25
NMB	Simplify National Muni Bond ETF	5.96%	3.99%	0.52%	-	$46,480,147	09/09/24
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.63%	0.54%	-	$43,235,008	05/24/21
CRDT	Simplify Opportunistic Income ETF	5.36%	7.76%	0.99%	-	$37,803,332	06/26/23
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.50%	6.76%	0.96%	0.76%	$37,589,449	08/12/24
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	0.98%	0.25%	-	$35,545,897	04/15/24
MAXI	Simplify Bitcoin Strategy PLUS Income ETF	-	-0.39%	1.00%	-	$33,698,173	09/29/22
TESL	Simplify Volt TSLA Revolution ETF	-	0.89%	0.97%	-	$17,862,722	12/28/20
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.63%	0.35%	-	$17,129,185	02/17/26
CAS	Simplify China A Shares PLUS Income ETF	4.98%	3.18%	0.88%	-	$10,679,779	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.21%	1.03%	0.73%	$7,471,085	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	2.10%	0.14%	0.91%	-	$5,525,488	04/28/25
PCR	Simplify VettaFi Private Credit Strategy ETF	11.65%	3.01%	0.76%	-	$2,641,536	09/22/25

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