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 06/04/2026

Ticker	Fund Name	Distribution Rate^* as of 04/30/26	30-Day SEC Yield (Unsubsidized)^** as of 04/30/26	Gross Expense Ratio	Net Expense Ratio	Net Assets	Inception Date
SBAR	Simplify Barrier Income ETF	11.82%	3.27%	0.75%	-	$349,750,724	04/14/25
CTA	Simplify Managed Futures Strategy ETF	5.58%	1.54%	0.75%	-	$1,598,469,785	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.10%	3.68%	0.55%	0.30%	$494,848,227	02/14/22
FOXY	Simplify Currency Strategy ETF	9.14%	3.20%	0.81%	-	$316,410,935	02/03/25
XV	Simplify Target 15 Distribution ETF	14.73%	3.28%	0.75%	-	$60,729,854	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.67%	0.53%	0.43%	$319,494,438	11/01/21
SBIL	Simplify Government Money Market ETF	3.60%	-	0.15%	-	$4,937,942,185	07/14/25
MTBA	Simplify MBS ETF ²	5.83%	3.76%	0.25%	0.15%	$1,568,126,688	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.87%	3.75%	0.25%	-	$753,687,837	11/14/22
SVOL	Simplify Volatility Premium ETF	21.04%	2.01%	0.66%	-	$557,308,960	05/12/21
BUCK	Simplify Treasury Option Income ETF	7.16%	3.65%	0.35%	-	$438,275,640	10/27/22
CDX	Simplify High Yield ETF ¹	7.85%	3.33%	0.50%	0.25%	$401,354,434	02/14/22
PINK	Simplify Health Care ETF	0.60%^***	0.47%	0.51%	-	$278,772,873	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.52%	2.75%	0.50%	-	$228,808,220	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.32%	0.28%	0.10%	$186,893,093	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.53%	5.80%	0.76%	-	$145,715,667	05/27/25
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	1.92%	0.78%	-	$113,507,213	03/27/23
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.65%	0.53%	-	$111,795,263	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.65%	0.53%	-	$107,978,506	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.84%	0.99%	-	$102,395,286	01/26/26
SPUC	Simplify US Equity PLUS Upside Convexity ETF	12.00%	0.69%	0.53%	-	$96,261,478	09/03/20
WLDR	Simplify Affinity World Leaders Equity ETF ⁹	-	-	1.05%	0.67%	$84,637,210	01/17/18
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.53%	2.82%	2.57%	$74,551,756	02/07/23
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	3.71%	3.77%	0.25%	-	$73,995,345	09/27/21
HIGH	Simplify Enhanced Income ETF	5.58%	3.48%	0.50%	-	$73,780,941	10/27/22
RFIX	Simplify Bond Bull ETF	3.01%	4.09%	0.50%	-	$54,625,640	12/09/24
XXV	Simplify Ancorato Target 25 Distribution ETF	24.74%	3.40%	0.85%	-	$49,950,899	11/17/25
QIS	Simplify Multi-QIS Alternative ETF	-	3.82%	1.21%	-	$48,186,384	07/10/23
NMB	Simplify National Muni Bond ETF	5.89%	3.89%	0.52%	-	$47,649,574	09/09/24
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.52%	0.54%	-	$44,545,136	05/24/21
YGLD	Simplify Gold Strategy ETF	12.24%	2.21%	0.53%	-	$42,751,303	12/02/24
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	1.01%	0.25%	-	$41,222,165	04/15/24
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.27%	6.59%	0.96%	0.76%	$40,933,029	08/12/24
CRDT	Simplify Opportunistic Income ETF	5.18%	7.02%	0.99%	-	$36,636,715	06/26/23
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.61%	0.35%	-	$30,555,550	02/17/26
MAXI	Simplify Bitcoin Strategy ETF	10.79%	-1.24%	1.31%	-	$25,460,467	09/29/22
TESL	Simplify Volt TSLA Revolution ETF	-	1.18%	0.97%	-	$20,261,196	12/28/20
CAS	Simplify China A Shares PLUS Income ETF	4.50%	2.82%	0.88%	-	$13,052,346	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.37%	1.03%	0.73%	$6,896,753	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	1.92%	0.07%	0.91%	-	$5,540,191	04/28/25
DINE	Simplify Tax Aware Diversified Income Strategy ETF ⁸	-	0.00%	0.25%	0.15%	$2,525,381	05/04/26
PCR	Simplify VettaFi Private Credit Strategy ETF	10.87%	2.76%	0.76%	-	$2,484,057	09/22/25
LQ	Simplify Tax Aware Alternatives ETF ⁸	-	0.00%	0.25%	0.15%	$2,464,371	05/04/26

DISTRIBUTION CALENDAR

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