Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify US Equity Plus QIS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Simplify US Equity Plus QIS ETF
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.61% | -3.45% | -8.76% | -2.02% | 6.60% | -4.67% | |||||||
| 2024 | 1.68% | 5.31% | 3.41% | -4.45% | 4.75% | 3.38% | 0.24% | 1.42% | 1.98% | -1.97% | 6.59% | -3.00% | 20.38% |
| 2023 | 1.32% | 4.13% | 5.51% |
Benchmark Metrics
Simplify US Equity Plus QIS ETF has an annualized alpha of -3.41%, beta of 1.04, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since November 15, 2023.
- This ETF participated in 141.34% of S&P 500 Index downside but only 108.57% of its upside — more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.41% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 1.04 and R² of 0.65, 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
- -3.41%
- Beta
- 1.04
- R²
- 0.65
- Upside Capture
- 108.57%
- Downside Capture
- 141.34%
Expense Ratio
SPQ has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify US Equity Plus QIS ETF (SPQ) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Simplify US Equity Plus QIS ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.00 | $4.67 | $0.44 |
Dividend yield | 0.00% | 17.17% | 1.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify US Equity Plus QIS 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 | $0.10 | $0.00 | $0.00 | $4.37 | $4.67 |
| 2023 | $0.44 | $0.44 |
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 QIS 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 QIS ETF was 29.01%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.01% | Feb 14, 2025 | 37 | Apr 8, 2025 | — | — | — |
| -10.44% | Jul 17, 2024 | 14 | Aug 5, 2024 | 50 | Oct 14, 2024 | 64 |
| -6.93% | Mar 22, 2024 | 20 | Apr 19, 2024 | 35 | Jun 10, 2024 | 55 |
| -5.28% | Dec 17, 2024 | 18 | Jan 14, 2025 | 21 | Feb 13, 2025 | 39 |
| -3.54% | Oct 21, 2024 | 11 | Nov 4, 2024 | 3 | Nov 7, 2024 | 14 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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