Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
Simplify US Equity PLUS Downside Convexity ETF
Similar ETFs
Trading data
SPD performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 9, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -3.32% | -3.12% | -2.63% | +23.00% | +61.26% | +47.71% |
| Flows | -$9M | -$818K | -$9M | -$13M | -$130M | +$44M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +12.09% | +23.64% | +16.81% | +16.09% |
Max drawdown | -4.48% | -7.12% | -14.87% | -26.93% |
Max drawdown duration | 74d | 132d | 98d | 897d |
Time to recover | N/A | N/A | 24d | 532d |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 504
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Simplify |
| N° of holdings | 504 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | September 3, 2020 |
| ESG | No |
Latest news about SPD
What type of ETF is SPD?
SPD is a Active ETF that provides exposure to Equity assets. It is managed by Simplify.
What does SPD invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of SPD?
The total expense ratio (TER) of SPD is 0.53%, representing the annual fee charged by the fund manager.
When was SPD launched?
SPD was launched on September 3, 2020, marking its entry into the ETF market.
Who is the issuer of SPD?
SPD is issued by Simplify.
What is the AUM of SPD?
As of March 9, 2026, SPD manages $105.05 M, reflecting the total assets held in the fund.
How has SPD performed recently?
As of March 9, 2026, SPD delivered a return of -3.32% over the past month (1M performance), -3.12% over the past three months (3M), and -2.63% year-to-date (YTD).
What are the recent fund flows for SPD?
As of March 9, 2026, SPD has seen net flows of -$9M in the past month (1M flow) and -$9M year-to-date (YTD).
Does SPD pay dividends?
As of March 9, 2026, SPD has a trailing 12-month distribution yield of 0.99%.
How many holdings are in SPD
As of January 31, 2026, SPD holds 504 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SPD?
As of January 31, 2026, SPD holds 504 securities, with 43.67% of its assets concentrated in its top 15 holdings.
What are the top holdings of SPD?
As of January 31, 2026, SPD holds a portfolio of 504 underlyings, with its largest positions including NVIDIA, APPLE and MICROSOFT-T. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SPD invest in?
As of January 31, 2026, SPD has its largest geographic exposures in USA.
What sectors or themes does SPD focus on?
As of January 31, 2026, SPD is primarily exposed to Information Technology, Communication Services and Financials.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
Asset TV
The ETF Show - US-Iran Conflict Sends Oil ETFs Soaring
Lance McGray, Managing Director and Head of ETF Product at Advisors Asset Management joins The ETF Show.
What’sTheFund
What's the Fund | Thrivent Small Cap Value ETF (Ticker: TSCV)
Kyle Detullio, ETF Capital Markets Specialist at Thrivent Asset Management, joins Ethan Hertzfeld on the NYSE trading floor to discuss the Thrivent Small Cap Value ETF (TSCV).
What’sTheFund
What's the Fund | Thrivent Small-Mid Cap Equity ETF (Ticker: TSME)
Kyle Detullio, ETF Capital Markets Specialist at Thrivent Asset Management, joins Ethan Hertzfeld on the NYSE trading floor to discuss the Thrivent Small-Mid Cap Equity ETF (TSME).
What’sTheFund
What's the Fund | Thrivent Mid Cap Value ETF (Ticker: TMVE)
Kyle Detullio, ETF Capital Markets Specialist at Thrivent Asset Management, joins Ethan Hertzfeld on the NYSE trading floor to discuss the Thrivent Mid Cap Value ETF (TMVE).
Browse all educational columns
Have you tried our ETF Compare tool?
Compare ETFs like a pro. Analyze fees, performance, exposure & holdings side-by-side.