Simplify
Income ETFs
Explore the World of Income Beyond Duration and Credit Risk
Our income strategies help investors boost and diversify portfolio yield by utilizing non-traditional income strategies from across the listed and OTC derivatives markets.
To view standardized performance for the funds, please click on the ticker symbols shown.
As of 8/31/2024
Ticker
Yield
SVOL
Simplify Volatility Premium ETF
The Simplify Volatility Premium ETF (SVOL) seeks to capture the volatility premium stemming from imbalanced hedge demand while simultaneously buying call options on the VIX as a means of hedging against adverse spikes in equity market volatility.
HIGH
Simplify Enhanced Income ETF
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.
BUCK
Simplify Treasury Option Income ETF
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.
CDX
Simplify High Yield PLUS Credit Hedge ETF
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.
AGGH
Simplify Aggregate Bond ETF
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.
MTBA
Simplify MBS ETF
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.
LF98TRUU
High Yield Bond Index
LBUSTRUU
Aggregate Bond Index
SPX
S&P 500 Index
Sources: Bloomberg and BNY Mellon
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