SPD ETF
Simplify US Equity PLUS Downside Convexity ETF
SPD ETF Overview
SPD ETF (Simplify US Equity PLUS Downside Convexity ETF) is managed by Simplify Exchange Traded Funds with $100.9M in net assets. SPD expense ratio is 0.53%, holding 24 positions across sectors including Financials. Inception date: 2020-09-03.
SPD performance shows a YTD return of 8.23%. The 1-year return is 11.56% and the 5-year return is 7.29%. SPD dividend yield stands at 0.95%, paid quarterly.
SPD top holdings include Ishares Core S&p 500 ETF (96.7%), Trs Sbar Sofr +100 051427 (15.5%), Trs Sbar Sofr +95 061527 (10.4%), Treasury Bill (1.9%), Spxw Us 11/20/26 P6525 Index (0.6%). Go to all SPD holdings, SPD sectors, or SPD dividends.
SPD can be compared against other funds. Use SPD overlap to find shared positions, or SPD vs another fund for a side-by-side view. SPD alternatives are available via the screener, along with tax-loss harvesting opportunities.