Simplify       
Income ETFs

The Simplify Opportunistic Income ETF (CRDT) seeks to provide current income, with long-term capital appreciation as a secondary objective.

The Simplify Enhanced Income ETF (HIGH) seeks to provide monthly income by selling short-dated put or call spreads on the most liquid global equity indices. The fund is intended to be an alternative high yield solution, as it seeks to provide significant income with low correlation to traditional credit and duration exposure.       

 

The Simplify Treasury Option Income ETF (BUCK) seeks to provide monthly income by selling short-dated put or call spreads on the most liquid global equity indices. The fund is intended to be a cash alternative, as it seeks to enhance typical cash yields via an option writing strategy with low correlation to traditional credit and duration exposures.

The Simplify High Yield PLUS Credit Hedge ETF (CDX) seeks to maximize current income by investing primarily in high-yield bonds while mitigating credit risk. CDX is designed to provide core high yield exposure, with its attractive income, while simultaneously deploying a host of compelling credit hedge techniques to alleviate the blowup risk. 

The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return by investing primarily in investment grade (IG) bonds while mitigating credit risk. The fund is actively managed to enhance yield and offset hedging costs by enhancing duration exposure via structurally efficient curve positioning and to generate additional income by selling interest rate and credit volatility.

The Simplify MBS ETF (MTBA) seeks to provide total return, consistent with the preservation of capital and prudent investment management. The fund will invest in mortgage-backed securities (MBS), which provide attractive yields versus comparable US Treasuries while carrying little to no credit risk.       

MTBA will focus on buying newer MBS, which have provided higher coupons as well as higher yield to maturity compared to the MBS which comprise the Bloomberg U.S. MBS Index.

The Simplify Bond Bull ETF (RFIX) seeks to hedge interest rate movements arising from falling long-term interest rates, and to benefit from market stress when fixed income volatility increases, while providing the potential for income.

The Simplify Interest Rate Hedge ETF (PFIX) seeks to hedge interest rate movements arising from rising long-term interest rates and to benefit from market stress when fixed income volatility increases.

The Simplify Short Term Treasury Futures Strategy ETF (TUA) seeks to provide total return, before fees and expenses, that matches or outperforms the performance of the ICE US Treasury 7-10 Year Bond Index on a calendar quarter basis. The Fund does not seek to achieve its stated investment objective over a period of time different than a full calendar quarter.

The Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) seeks to provide total return, before fees and expenses, that matches or outperforms the performance of the ICE US Treasury 20+ Year Index on a calendar quarter basis. The Fund does not seek to achieve its stated investment objective over a period of time different than a full calendar quarter.