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QIS
-3.99 · -21.29%
$14.74 · NYSE ARCA

Simplify Exchange Traded Funds (QIS) ETF Analysis | Multistrategy

Simplify Asset Management · USA
AUM:$55.8M
#– of – in Multistrategy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 41.8% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 1.00% — above average for this category.

What is QIS?

The fund is an actively managed ETF that seeks to achieve its investment objective by investing, primarily through total return swaps, in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies. The swaps provide returns to the fund that are based on model portfolios generated by the quantitative investment strategies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
QIS returned -41.8% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 1.00% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 0.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$55.8M
Expense Ratio1.00%
Dividend Yield3.30%
Holdings2
Inception DateJul 2023
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta–
CategoryMultistrategy
CurrencyUSD
Portfolio Impact

How would QIS affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-26.1%
1Y
-47.6%
3Y
-56.4%
5Y
-55.5%
OpenBook InsightIf you had invested £10,000 in QIS 5 years ago, it would have fallen to £4,455 — a loss of £5,545.

Annual Returns

Calendar year performance

QIS delivered positive returns in 2 of the last 4 calendar years.
YearQIS
2026 YTD-28.9%
2025-37.7%
2024+0.1%
2023+2.0%
CAGR 3yr-14.0%
2/4 positive yearsAvg return: -16.1%Worst year: -37.7% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
56.0%
Very High
Momentum
+3.2%
30-day change
Support Level
9.14
Key floor
Key Insights
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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