- Issuer
- Simplify
- Inception Date
- Apr 28, 2025
- Category
- Small Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
LITL Performance Chart
Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) is up 17.7% since the beginning of the year. LITL is currently trading at $34 per share.
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Returns By Period
Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) has returned 17.72% so far this year and 26.54% over the past 12 months.
Simplify Piper Sandler US Small-Cap PLUS Income ETF
- 1D
- 0.53%
- 1M
- 9.16%
- YTD
- 17.72%
- 6M
- 16.76%
- 1Y
- 26.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.79%
- 1M
- -1.06%
- YTD
- 9.55%
- 6M
- 8.75%
- 1Y
- 20.86%
- 3Y*
- 19.00%
- 5Y*
- 11.66%
- 10Y*
- 13.56%
LITL Monthly Returns History
Based on dividend-adjusted daily data since Apr 29, 2025, LITL's average daily return is +0.12%, while the average monthly return is +2.36%. At this rate, an investment would double in approximately 2.5 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +9.8%, while the worst month was Mar 2026 at -5.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, LITL closed higher 52% of trading days. The best single day was Aug 22, 2025 with a return of +4.1%, while the worst single day was Oct 10, 2025 at -3.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.05% | 0.82% | -5.53% | 9.81% | 1.05% | 9.16% | 17.72% | ||||||
| 2025 | -0.23% | 5.80% | 4.81% | -3.65% | 7.45% | -0.27% | -0.60% | 3.93% | 0.79% | 18.93% |
Benchmark Metrics
Simplify Piper Sandler US Small-Cap PLUS Income ETF has an annualized alpha of 0.59%, beta of 1.11, and R2 of 0.57 versus S&P 500 Index. Calculated based on daily prices since April 29, 2025.
- This ETF captured 73.07% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -77.25%) - a profile typical of hedging or uncorrelated assets.
- With beta of 1.11 and R2 of 0.57, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.59%
- Beta
- 1.11
- R²
- 0.57
- Upside Capture
- 73.07%
- Downside Capture
- -77.25%
Expense Ratio
LITL has an expense ratio of 0.91%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LITL ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LITL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 2.30 | +0.56 |
| Martin ratioReturn relative to average drawdown | 7.95 | 10.05 | -2.10 |
Dividends
Dividend History
Simplify Piper Sandler US Small-Cap PLUS Income ETF provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.51 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.51 | $0.21 |
Dividend yield | 1.48% | 0.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Piper Sandler US Small-Cap PLUS Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.30 | ||||||
| 2025 | $0.05 | $0.00 | $0.00 | $0.16 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Simplify Piper Sandler US Small-Cap PLUS Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Simplify Piper Sandler US Small-Cap PLUS Income ETF was 9.32%, occurring on Mar 20, 2026. Recovery took 19 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -9.32%Mar 2026 | 1mo 26d | 28d | 2mo 24dJan 2026 - Apr 2026 |
2025 pullback2025 | -8.53%Aug 2025 | 25d | 21d | 1mo 16dJul 2025 - Aug 2025 |
2025 pullback2025 | -7.69%Nov 2025 | 2mo 9d | 6d | 2mo 15dSep 2025 - Nov 2025 |
2026 pullback2026 | -4.19%May 2026 | 15d | 8d | 23dMay 2026 - May 2026 |
2025 selloff2025 | -3.90%May 2025 | 9d | 14d | 23dMay 2025 - Jun 2025 |
Drawdown Indicators
| LITL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.32% | -56.78% | +47.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -9.10% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.45% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -10.71% | +8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.08% | +1.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with LITL
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