Simplify ETFs — Issuer
Simplify ETFs — 42 funds tracked on Dividend Vision.
Derivatives-first ETF innovator — hedged equity, income, and managed-futures strategies.
Simplify ETFs funds
| Ticker | Name | Distribution rate | Frequency | AUM |
|---|---|---|---|---|
| CTA | Simplify Managed Futures Strategy ETF | 5.39% | Monthly | $1,336,991,625 |
| CTAP | Simplify US Equity PLUS Managed Futures Strategy ETF | 3.97% | Quarterly | $168,520,143 |
| FOXY | Simplify Currency Strategy ETF | 10.12% | Monthly | $216,105,237 |
| SPBC | Simplify US Equity PLUS Bitcoin Strategy ETF | 0.78% | Quarterly | $41,825,910 |
| MTBA | Simplify MBS ETF | 5.90% | Monthly | $1,211,754,211 |
| HARD | Simplify Commodities Strategy No K-1 ETF | 3.54% | Quarterly | $57,320,960 |
| AGGH | Simplify Aggregate Bond ETF | 7.59% | Monthly | $528,199,056 |
| BUCK | Simplify Stable Income ETF | 6.23% | Monthly | $517,909,296 |
| CAS | Simplify China A Shares PLUS Income ETF | 50.86% | Monthly | $12,290,841 |
| CCOM | Simplify Chinese Commodities Strategy No K-1 ETF | 1.68% | Quarterly | $101,360,166 |
| CDX | Simplify High Yield ETF | 7.67% | Monthly | $328,795,998 |
| CRDT | Simplify Opportunistic Income ETF | 5.82% | Monthly | $28,850,108 |
| DINE | Simplify Tax Aware Diversified Income Strategy ETF | Quarterly | $3,062,700 | |
| GAEM | Simplify Gamma Emerging Market Bond ETF | 6.98% | Monthly | $41,609,897 |
| HEQT | Simplify Hedged Equity ETF | 1.15% | Quarterly | $323,072,401 |
| HIGH | Simplify Enhanced Income ETF | 5.61% | Monthly | $58,792,672 |
| IOPP | Simplify Tara India Opportunities ETF | 0.80% | Quarterly | $7,202,522 |
| KNRG | Simplify Kayne Anderson Energy and Infrastructure Credit ETF | 6.71% | Monthly | $151,819,782 |
| LITL | Simplify Piper Sandler US Small-Cap PLUS Income ETF | 3.55% | Monthly | $6,683,519 |
| LQ | Simplify Tax Aware Alternatives ETF | Quarterly | $2,374,986 | |
| MAXI | Simplify Bitcoin Strategy PLUS Income ETF | 3.80% | Monthly | $38,403,661 |
| NMB | Simplify National Muni Bond ETF | 4.19% | Monthly | $45,502,460 |
| NXTI | Simplify Next Intangible Core Index ETF | 1.10% | Quarterly | $41,741,446 |
| PCR | Simplify VettaFi Private Credit Strategy ETF | 12.05% | Monthly | $2,276,982 |
| PFIX | Simplify Interest Rate Hedge ETF | 1.79% | Monthly | $11,108,812 |
| PINK | Simplify Exchange Traded Funds - Simplify Health Care ETF | 0.79% | Quarterly | $358,204,425 |
| QIS | Simplify Multi-Qis Alternative ETF | 3.63% | Quarterly | $42,026,360 |
| RFIX | Simplify Bond Bull ETF | 4.92% | Monthly | $40,715,521 |
| SBAR | Simplify Barrier Income ETF | 11.80% | Monthly | $441,324,185 |
| SDMF | Simplify DBi CTA Managed Futures Index ETF | 1.46% | Quarterly | $43,144,672 |
| SPD | Simplify US Equity PLUS Downside Convexity ETF | 1.88% | Quarterly | $102,057,586 |
| SPUC | Simplify US Equity Income ETF | 14.47% | Monthly | $257,759,297 |
| SPYC | Simplify US Equity PLUS Convexity ETF | 1.70% | Quarterly | $83,153,143 |
| SURI | Simplify Propel Opportunities ETF | 15.93% | Quarterly | $74,551,136 |
| SVOL | Simplify Volatility Premium ETF | 20.22% | Monthly | $521,735,678 |
| TESL | Simplify Volt TSLA Revolution ETF | 1.04% | Quarterly | $15,431,031 |
| TUA | Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF | 4.99% | Monthly | $446,144,051 |
| TYA | Simplify Exchange Traded Funds - Simplify Risk Parity Treasury ETF | 5.46% | Monthly | $41,671,950 |
| YGLD | Simplify Gold Strategy PLUS Income ETF | 13.75% | Monthly | $33,329,325 |
| SBIL | Simplify Government Money Market ETF | 3.48% | Monthly | $4,332,853,208 |
| XV | Simplify Target 15 Distribution ETF | 14.82% | Monthly | $101,651,814 |
| XXV | Simplify Ancorato Target 25 Distribution ETF | 24.85% | Monthly | $55,778,526 |
Issuers
Issuer pages group supported securities by their issuing or sponsoring entity.
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Popular with Dividend Vision investors| Ticker | Family | Dist. Freq. | Dist. Rate | Fund Total Return | AUM |
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| Popular | Ticker | Name | Issuer | Asset Type | Dist. Freq. | AUM | Price | Avg Volume | Inception Date | Expense Ratio | Dist. Rate | Distribution Safety Score™ | Safety-Adjusted Yield | Payout Stability | Alpha | CAGR 5Y | Vs SPY | Vs QQQ | TR 1M | TR 3M | TR 6M | TR YTD | TR 1Y | TR 2Y | TR 3Y | TR 5Y | TR 10Y | TR Max | Hide row |
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| # | Ticker | Issuer | % of Members | 7-Day Δ | Avg % of Portfolio | Dist. Rate | Dist. Freq. | Fund Total Return (1Y) | |
|---|---|---|---|---|---|---|---|---|---|
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Alpha Rankings
We fit a comparison mix to each fund's historical returns and rank the estimated return beyond that mix. Alpha is not the fund's total return and does not say whether it beat your chosen underlying. The fitted mix is a statistical comparison, not a statement of actual holdings. Analysis dates vary by fund; open Details for the full mix and dates. Compare with an underlying →
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What the labels mean
The label is the one-word answer to “should I trust this alpha number?” — a verdict on the estimate, positive or negative, never on the fund.
| Label | What it says | What it does not say |
|---|---|---|
| Reliable | All three checks pass and the fund has at least a year of history — trust this alpha number, whatever its sign. | That the fund is good. A reliably negative alpha is a reliable verdict too. |
| Credible | Two of three checks pass — the alpha is probably genuine, but one check disagrees. | That the fund is promising. The label grades the evidence, not the fund. |
| Inconclusive | Fewer than two checks pass — the data cannot yet separate this alpha from luck. Listed under “leftover looks like noise”, not ranked. | That the alpha is zero. It may be real; we just can’t show it yet. |
Alpha is a statistical estimate, not a promise — only credible and reliable leftovers are ranked. Funds whose recipe fits too poorly, whose leftover looks like noise, or that are themselves a benchmark building block are listed separately. Option-strategy effects may not be fully captured by a linear model. Nothing here is investment advice. Coverage: funds held in at least five Dividend Vision accounts (privacy-filtered — only ticker symbols are read) or searched enough in the last 30 days, plus a curated set of flagship funds — one control group per derivative strategy (full-overwrite covered calls, 0DTE, single-stock, target-distribution, crypto and bond option income) so the Strategy filter always has a baseline. A missing ticker card means the fund is not yet in the analysed set, never that its alpha is zero.