Simplify Equity Plus Etf Profile
| SPYC Etf | USD 43.31 0.08 0.18% |
PerformanceWeakest
| Odds Of DistressLow
|
Simplify Equity is trading at 43.31 as of the 29th of January 2026, a 0.18 percent decrease since the beginning of the trading day. The etf's open price was 43.39. Simplify Equity has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Simplify is traded on NYSEARCA Exchange in the United States. More on Simplify Equity PLUS
Moving together with Simplify Etf
Simplify Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Simplify Asset Management (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2020-09-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 98.59 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management, Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Kim, David Berns |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Market Maker | Wolverine Trading |
| Total Expense | 0.53 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 0.11 |
| Name | Simplify US Equity PLUS Convexity ETF |
| Currency Code | USD |
| Open Figi | BBG00X4STNM5 |
| In Threey Volatility | 15.15 |
| 1y Volatility | 14.99 |
| 200 Day M A | 41.2451 |
| 50 Day M A | 42.931 |
| Code | SPYC |
| Updated At | 28th of January 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.99 |
| Type | ETF |
Simplify Equity PLUS [SPYC] is traded in USA and was established 2020-09-03. The fund is listed under Large Blend category and is part of Simplify Asset Management family. The entity is thematically classified as Size And Style ETFs. Simplify Equity PLUS at this time have 44.57 M in assets. , while the total return for the last 3 years was 18.7%.
Check Simplify Equity Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Simplify Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Simplify Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Simplify Equity PLUS Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Simplify Equity PLUS Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7703 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 |
Simplify Equity PLUS Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Simplify Equity PLUS Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Simplify Equity price patterns.
Simplify Equity Against Markets
Simplify Etf Analysis Notes
Simplify Equity is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has null constituents across multiple sectors and instustries. The fund charges 0.5 percent management fee with a total expences of 0.53 percent of total asset. The fund created five year return of 10.0%. Simplify Equity PLUS maintains 99.58% of assets in stocks. The adviser seeks to achieve the funds investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Simplify is traded on NYSEARCA Exchange in the United States. To find out more about Simplify Equity PLUS contact the company at NA.Simplify Equity PLUS Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Simplify Equity's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Simplify Equity PLUS or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| Simplify Equity PLUS generated a negative expected return over the last 90 days | |
| The fund maintains 99.58% of its assets in stocks |
Simplify Equity Thematic Classifications
In addition to having Simplify Equity etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Size And Style ETFsUSA ETFs from Size And Style clasification | |
| Large Cap ETFsUSA ETFs from Large Cap clasification |
Management Efficiency
Simplify Equity's management efficiency ratios could be used to measure how well Simplify Equity manages its routine affairs as well as how well it operates its assets and liabilities.The strategic vision of Simplify Equity PLUS management plays a critical role in its financial performance. By evaluating this vision, we provide insights into the stock's growth potential.
Returns 3 Y 18.79 | Returns 5 Y 10.43 | Returns 1 Y 8.31 | Total Assets 97.5 M | Yield 0.89 |
Top Simplify Equity PLUS Etf Constituents
| IVV | iShares Core SP | Etf |
Institutional Etf Holders for Simplify Equity
Have you ever been surprised when a price of an equity instrument such as Simplify Equity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Simplify Equity PLUS backward and forwards among themselves. Simplify Equity's institutional investor refers to the entity that pools money to purchase Simplify Equity's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Simplify Equity's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. Simplify Equity Outstanding Bonds
Simplify Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Simplify Equity PLUS uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Simplify bonds can be classified according to their maturity, which is the date when Simplify Equity PLUS has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| SPG 225 15 JAN 32 Corp BondUS828807DQ71 | View | |
| SPG 1375 15 JAN 27 Corp BondUS828807DP98 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DL84 | View | |
| SPG 22 01 FEB 31 Corp BondUS828807DM67 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DJ39 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DK02 | View | |
| SPG 55 08 MAR 33 Corp BondUS828807DU83 | View | |
| SPG 585 08 MAR 53 Corp BondUS828807DV66 | View |
Simplify Equity Predictive Daily Indicators
Simplify Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Simplify Equity etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Simplify Equity Forecast Models
Simplify Equity's time-series forecasting models are one of many Simplify Equity's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Simplify Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of Simplify Equity PLUS is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Equity's value that differs from its market value or its book value, called intrinsic value, which is Simplify Equity's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Simplify Equity's market value can be influenced by many factors that don't directly affect Simplify Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Simplify Equity's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.