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 05/28/2026

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%	-	$342,433,567	04/14/25
CTA	Simplify Managed Futures Strategy ETF	5.58%	1.54%	0.75%	-	$1,571,031,398	03/07/22
AGGH	Simplify Aggregate Bond ETF ¹	7.10%	3.68%	0.55%	0.30%	$493,512,429	02/14/22
FOXY	Simplify Currency Strategy ETF	9.14%	3.20%	0.81%	-	$313,411,211	02/03/25
XV	Simplify Target 15 Distribution ETF	14.73%	3.28%	0.75%	-	$60,676,417	04/14/25
HEQT	Simplify Hedged Equity ETF ³	1.28%^***	0.67%	0.53%	0.43%	$322,948,298	11/01/21
SBIL	Simplify Government Money Market ETF	3.60%	-	0.15%	-	$4,921,664,622	07/14/25
MTBA	Simplify MBS ETF ²	5.83%	3.76%	0.25%	0.15%	$1,564,732,617	11/06/23
TUA	Simplify Short Term Treasury Futures Strategy ETF	2.87%	3.75%	0.25%	-	$755,384,138	11/14/22
SVOL	Simplify Volatility Premium ETF	21.04%	2.01%	0.66%	-	$561,411,523	05/12/21
BUCK	Simplify Treasury Option Income ETF	7.16%	3.65%	0.35%	-	$437,911,875	10/27/22
CDX	Simplify High Yield ETF ¹	7.85%	3.33%	0.50%	0.25%	$406,220,506	02/14/22
PINK	Simplify Health Care ETF	0.60%^***	0.47%	0.51%	-	$268,843,592	10/07/21
PFIX	Simplify Interest Rate Hedge ETF	2.52%	2.75%	0.50%	-	$229,785,560	05/10/21
CTAP	Simplify US Equity PLUS Managed Futures Strategy ETF ⁷	2.98%^***	1.32%	0.28%	0.10%	$178,930,528	12/08/25
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	6.53%	5.80%	0.76%	-	$145,368,485	05/27/25
HARD	Simplify Commodities Strategy No K-1 ETF	3.42%^***	1.92%	0.78%	-	$115,704,102	03/27/23
SPYC	Simplify US Equity PLUS Convexity ETF	1.01%^***	0.65%	0.53%	-	$111,577,706	09/03/20
SPD	Simplify US Equity PLUS Downside Convexity ETF	1.10%^***	0.65%	0.53%	-	$107,760,777	09/03/20
CCOM	Simplify Chinese Commodities Strategy No K-1 ETF	3.22%^***	1.84%	0.99%	-	$101,856,303	01/26/26
SPUC	Simplify US Equity PLUS Upside Convexity ETF	12.00%	0.69%	0.53%	-	$95,791,232	09/03/20
WLDR	Simplify Affinity World Leaders Equity ETF ⁹	-	-	1.05%	0.67%	$82,377,938	01/17/18
SURI	Simplify Propel Opportunities ETF ⁶	17.41%^***	0.53%	2.82%	2.57%	$76,592,120	02/07/23
HIGH	Simplify Enhanced Income ETF	5.58%	3.48%	0.50%	-	$75,466,164	10/27/22
TYA	Simplify Intermediate Term Treasury Futures Strategy ETF	3.71%	3.77%	0.25%	-	$72,110,901	09/27/21
RFIX	Simplify Bond Bull ETF	3.01%	4.09%	0.50%	-	$54,466,343	12/09/24
XXV	Simplify Ancorato Target 25 Distribution ETF	24.74%	3.40%	0.85%	-	$48,379,445	11/17/25
NMB	Simplify National Muni Bond ETF	5.89%	3.89%	0.52%	-	$47,921,643	09/09/24
QIS	Simplify Multi-QIS Alternative ETF	-	3.82%	1.21%	-	$45,683,882	07/10/23
SPBC	Simplify US Equity PLUS Bitcoin Strategy ETF	0.96%^***	0.52%	0.54%	-	$44,946,694	05/24/21
YGLD	Simplify Gold Strategy ETF	12.24%	2.21%	0.53%	-	$43,092,416	12/02/24
GAEM	Simplify Gamma Emerging Market Bond ETF ⁵	6.27%	6.59%	0.96%	0.76%	$41,276,153	08/12/24
NXTI	Simplify NEXT Intangible Core Index ETF	0.67%^***	1.01%	0.25%	-	$39,891,840	04/15/24
CRDT	Simplify Opportunistic Income ETF	5.18%	7.02%	0.99%	-	$36,552,437	06/26/23
MAXI	Simplify Bitcoin Strategy ETF	10.79%	-1.24%	1.31%	-	$30,662,550	09/29/22
SDMF	Simplify DBi CTA Managed Futures Index ETF	-	2.61%	0.35%	-	$26,414,680	02/17/26
TESL	Simplify Volt TSLA Revolution ETF	-	1.18%	0.97%	-	$22,834,624	12/28/20
CAS	Simplify China A Shares PLUS Income ETF	4.50%	2.82%	0.88%	-	$13,286,215	01/13/25
IOPP	Simplify Tara India Opportunities ETF ⁴	0.87%^***	-0.37%	1.03%	0.73%	$6,979,871	03/04/24
LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETF	1.92%	0.07%	0.91%	-	$5,527,643	04/28/25
DINE	Simplify Tax Aware Diversified Income Strategy ETF ⁸	-	-	0.25%	0.15%	$2,517,281	05/04/26
PCR	Simplify VettaFi Private Credit Strategy ETF	10.87%	2.76%	0.76%	-	$2,475,370	09/22/25
LQ	Simplify Tax Aware Alternatives ETF ⁸	-	-	0.25%	0.15%	$2,452,750	05/04/26

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