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 04/29/2026

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%	-	$289,551,319	04/14/25
CTA	Simplify Managed Futures Strategy ETF	5.99%	2.04%	0.75%	-	$1,694,091,931	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.08%	3.60%	0.55%	0.30%	$472,182,499	02/14/22
FOXY	Simplify Currency Strategy ETF	8.97%	3.07%	0.81%	-	$133,830,507	02/03/25
XV	Simplify Target 15 Distribution ETF	15.30%	3.55%	0.75%	-	$59,674,323	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.71%	0.53%	0.43%	$319,977,442	11/01/21
SBIL	Simplify Government Money Market ETF	3.24%	-	0.15%	-	$4,836,495,544	07/14/25
MTBA	Simplify MBS ETF ²	5.83%	3.83%	0.25%	0.15%	$1,668,649,095	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.85%	3.79%	0.25%	-	$798,101,416	11/14/22
SVOL	Simplify Volatility Premium ETF	21.84%	2.30%	0.66%	-	$587,981,854	05/12/21
CDX	Simplify High Yield ETF ¹	8.41%	3.50%	0.50%	0.25%	$438,480,314	02/14/22
BUCK	Simplify Treasury Option Income ETF	7.14%	3.72%	0.35%	-	$421,150,776	10/27/22
PINK	Simplify Health Care ETF	0.60%^***	0.24%	0.51%	-	$236,560,099	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.60%	2.73%	0.50%	-	$208,127,182	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.45%	0.28%	0.10%	$164,041,268	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.62%	6.08%	0.76%	-	$144,579,317	05/27/25
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	2.18%	0.78%	-	$118,095,240	03/27/23
SPUC	Simplify US Equity PLUS Upside Convexity ETF	0.90%	0.78%	0.53%	-	$110,453,857	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.72%	0.53%	-	$107,484,029	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.74%	0.99%	-	$104,543,755	01/26/26
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.73%	0.53%	-	$99,200,279	09/03/20
HIGH	Simplify Enhanced Income ETF	5.61%	3.52%	0.50%	-	$78,891,324	10/27/22
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.86%	2.82%	2.57%	$72,901,329	02/07/23
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	2.74%	3.82%	0.25%	-	$66,917,944	09/27/21
RFIX	Simplify Bond Bull ETF	2.92%	3.96%	0.50%	-	$56,255,899	12/09/24
QIS	Simplify Multi-QIS Alternative ETF	-	4.45%	1.21%	-	$54,761,153	07/10/23
XXV	Simplify Ancorato Target 25 Distribution ETF	25.38%	3.62%	0.85%	-	$48,200,334	11/17/25
YGLD	Simplify Gold Strategy PLUS Income ETF	12.08%	2.61%	0.53%	-	$47,855,484	12/02/24
NMB	Simplify National Muni Bond ETF	5.96%	3.99%	0.52%	-	$46,446,196	09/09/24
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.63%	0.54%	-	$42,528,689	05/24/21
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.50%	6.76%	0.96%	0.76%	$37,451,961	08/12/24
CRDT	Simplify Opportunistic Income ETF	5.36%	7.76%	0.99%	-	$37,248,294	06/26/23
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	0.98%	0.25%	-	$34,791,333	04/15/24
MAXI	Simplify Bitcoin Strategy PLUS Income ETF	-	-0.39%	1.00%	-	$32,089,943	09/29/22
TESL	Simplify Volt TSLA Revolution ETF	-	0.89%	0.97%	-	$17,020,170	12/28/20
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.63%	0.35%	-	$12,892,056	02/17/26
CAS	Simplify China A Shares PLUS Income ETF	4.98%	3.18%	0.88%	-	$10,614,278	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.21%	1.03%	0.73%	$7,538,302	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	2.10%	0.14%	0.91%	-	$5,410,194	04/28/25
PCR	Simplify VettaFi Private Credit Strategy ETF	11.65%	3.01%	0.76%	-	$2,560,830	09/22/25

Why Register?

In-depth case studies provide valuable insights into practical portfolio problems and their solutions
Simplify curated model portfolios that show investors how to incorporate alternatives into their portfolio

Create Your Account

Simplify Curated Model Portfolios Incorporating Alternatives

In-Depth Case Studies To Help You Manage Portfolios

Fund(s) selected

CLEAR SELECTED COMPARE