- Issuer
- Simplify
- Inception Date
- Nov 13, 2023
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $3M
Share Price Chart
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Performance
SPQ Performance Chart
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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
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
SPQ Monthly Returns History
| 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 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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -29.01%Apr 2025 | 1mo 23d | — | 1y 3moFeb 2025 - now |
2024 correction2024 | -10.44%Aug 2024 | 19d | 2mo 10d | 2mo 29dJul 2024 - Oct 2024 |
2024 pullback2024 | -6.93%Apr 2024 | 28d | 1mo 22d | 2mo 20dMar 2024 - Jun 2024 |
2025 pullback2025 | -5.28%Jan 2025 | 28d | 1mo | 1mo 28dDec 2024 - Feb 2025 |
2024 pullback2024 | -3.54%Nov 2024 | 14d | 3d | 17dOct 2024 - Nov 2024 |
Drawdown Indicators
| SPQ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
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 | — | -0.74% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.72% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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