ETF overview
The Simplify US Equity PLUS Upside Convexity ETF (SPUC) seeks to provide capital appreciation by offering US large cap exposure while aiming to boost performance during positive market moves via an options overlay.The fund's core holding gives investors a low-cost, index-based exposure to US large caps. A modest call option overlay budget is then deployed that helps create upside convexity in the fund.
Fund facts
- Expense ratio
- 0.53%
- Fund assets
- 264.26M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Sep 3, 2020
- Number of holdings
- 4
Breakdown
Holdings (4)
| Name | Ticker | Weight |
|---|---|---|
| ISHARES CORE S+P 500 ETF | IVV | 96.27% |
| B 11/10/26 Govt | 3.42% | |
| SPX US 11/20/26 C7740 Index | 0.13% | |
| SPXW US 10/30/26 C7850 Index | 0.04% |
Similar ETFs
- Goaltender ETFGTND · Overlap 40% · Expense ratio 0.46%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.53%
- Fund assets
- 264.26M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Sep 3, 2020
- Number of holdings
- 4
| Name | Ticker | Weight |
|---|---|---|
| ISHARES CORE S+P 500 ETF | IVV | 96.27% |
| B 11/10/26 Govt | 3.42% | |
| SPX US 11/20/26 C7740 Index | 0.13% | |
| SPXW US 10/30/26 C7850 Index | 0.04% |
The Simplify US Equity PLUS Upside Convexity ETF (SPUC) seeks to provide capital appreciation by offering US large cap exposure while aiming to boost performance during positive market moves via an options overlay.The fund's core holding gives investors a low-cost, index-based exposure to US large caps. A modest call option overlay budget is then deployed that helps create upside convexity in the fund.
- Goaltender ETFGTND · Overlap 40% · Expense ratio 0.46%
Overlap is the share of assets the two funds hold in common.
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