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SPD
+0.68 · +1.77%
$39.34 · NYSE ARCA

Simplify US Equity PLUS Downside Convexity ETF (SPD) ETF Analysis | Large Blend

Simplify Asset Management · USA
AUM:$114.5M
#– of – in Large Blend 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

Up 17.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.53% — moderate cost. Consider how fees compound over long holding periods.

What is SPD?

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U. companies and applying a downside convexity option overlay strategy to the equity investments.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPD delivered 17.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.53%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 99.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$114.5M
Expense Ratio0.53%
Dividend Yield0.96%
Holdings1
Inception DateSept 2020
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta0.91
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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

Performance Metrics

Historical returns

6M
+9.8%
1Y
+10.7%
3Y
+59.3%
5Y
+42.5%
OpenBook InsightIf you had invested £10,000 in SPD 5 years ago, it would have grown to £14,254 — a gain of £4,254.

Annual Returns

Calendar year performance

SPD delivered positive returns in 4 of the last 5 calendar years.
YearSPD
2026 YTD+8.4%
2025+18.5%
2024+17.9%
2023+21.7%
2022-25.9%
CAGR 4yr+5.9%
4/5 positive yearsAvg return: +8.1%Worst year: -25.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
16.0%
Low
Momentum
+3.2%
30-day change
Support Level
41.92
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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