Simplify US Equity PLUS Downside Convexity ETF (SPD)
SPD is an actively managed ETF by Simplify Asset Management Inc.. SPD launched on Sep 3, 2020 and has a 0.28% expense ratio.
ETF Info
Sep 3, 2020
North America (U.S.)
1x
No Index (Active)
Large-Cap
Expense Ratio
SPD has an expense ratio of 0.28%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Simplify US Equity PLUS Downside Convexity ETF (SPD) returned 11.03% year-to-date (YTD) and 19.66% over the past 12 months.
SPD
11.03%
9.22%
7.66%
19.66%
N/A
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of SPD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.14% | -3.50% | -6.64% | 12.11% | 6.58% | 11.03% | |||||||
| 2024 | 1.55% | 4.97% | 1.82% | -3.18% | 4.37% | 3.20% | 1.11% | 0.37% | 2.29% | -1.09% | 5.28% | -3.68% | 17.84% |
| 2023 | 5.61% | -2.38% | 2.65% | 1.56% | -0.08% | 6.03% | 2.90% | -1.78% | -4.65% | -2.15% | 8.17% | 4.12% | 20.94% |
| 2022 | -4.96% | -3.35% | 2.71% | -7.59% | -0.66% | -7.44% | 5.18% | -2.87% | -2.18% | -2.76% | 0.51% | -5.43% | -25.96% |
| 2021 | -0.52% | 1.91% | 3.57% | 4.95% | 2.53% | 0.14% | 2.15% | 2.74% | -4.12% | 4.73% | 1.04% | 3.61% | 24.81% |
| 2020 | -1.96% | -2.76% | 9.91% | 3.79% | 8.75% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, SPD is among the top 17% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simplify US Equity PLUS Downside Convexity ETF (SPD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Simplify US Equity PLUS Downside Convexity ETF provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.36 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.38 | $0.55 | $0.40 | $0.29 | $0.12 |
Dividend yield | 0.97% | 1.14% | 1.91% | 1.65% | 0.88% | 0.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify US Equity PLUS Downside Convexity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | |||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.38 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.29 |
| 2020 | $0.12 | $0.12 |
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 US Equity PLUS Downside Convexity 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 US Equity PLUS Downside Convexity ETF was 27.38%, occurring on Dec 28, 2022. Recovery took 365 trading sessions.
The current Simplify US Equity PLUS Downside Convexity ETF drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.38% | Dec 28, 2021 | 253 | Dec 28, 2022 | 365 | Jun 12, 2024 | 618 |
| -15.14% | Jan 24, 2025 | 52 | Apr 8, 2025 | 17 | May 2, 2025 | 69 |
| -7.23% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -7.02% | Jul 17, 2024 | 16 | Aug 7, 2024 | 37 | Sep 30, 2024 | 53 |
| -5.58% | Dec 12, 2024 | 19 | Jan 10, 2025 | 8 | Jan 23, 2025 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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