Simplify US Equity PLUS Upside Convexity ETF (SPUC)
SPUC is an actively managed ETF by Simplify Asset Management Inc.. SPUC launched on Sep 3, 2020 and has a 0.29% expense ratio.
ETF Info
US82889N3017
82889N301
Sep 3, 2020
North America (U.S.)
1x
No Index (Active)
Large-Cap
Expense Ratio
SPUC has an expense ratio of 0.29%, 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 Upside Convexity ETF (SPUC) returned 4.72% year-to-date (YTD) and 12.15% over the past 12 months.
SPUC
4.72%
25.99%
-0.23%
12.15%
17.29%
N/A
N/A
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of SPUC, 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 | 4.83% | -3.12% | -8.04% | -1.92% | 14.33% | 4.72% | |||||||
| 2024 | 2.27% | 9.72% | 6.08% | -8.70% | 5.59% | 7.10% | 0.46% | 2.33% | 1.94% | -1.64% | 8.91% | -9.14% | 25.37% |
| 2023 | 6.51% | -3.00% | 3.68% | 1.34% | 0.17% | 8.34% | 4.00% | -3.14% | -5.49% | -2.36% | 9.74% | 6.10% | 27.50% |
| 2022 | -8.00% | -3.94% | 4.60% | -10.32% | 0.10% | -8.81% | 10.98% | -5.36% | -9.52% | 7.24% | 4.94% | -7.03% | -24.77% |
| 2021 | -0.38% | 2.38% | 3.62% | 7.04% | -0.32% | 2.33% | 3.75% | 4.07% | -6.25% | 8.97% | -0.28% | 5.45% | 33.84% |
| 2020 | -1.90% | -3.73% | 11.53% | 3.98% | 9.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPUC is 42, indicating average performance compared to other ETFs on our website. Here’s 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 Upside Convexity ETF (SPUC) 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 Upside Convexity ETF provided a 0.85% 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 | $0.44 | $0.40 | $0.74 | $0.20 |
Dividend yield | 0.85% | 0.94% | 1.33% | 1.53% | 2.10% | 0.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify US Equity PLUS Upside 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 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.15 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.52 | $0.74 |
| 2020 | $0.20 | $0.20 |
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 Upside 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 Upside Convexity ETF was 29.20%, occurring on Oct 12, 2022. Recovery took 328 trading sessions.
The current Simplify US Equity PLUS Upside Convexity ETF drawdown is 5.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.2% | Dec 28, 2021 | 200 | Oct 12, 2022 | 328 | Feb 2, 2024 | 528 |
| -28.17% | Dec 5, 2024 | 92 | Apr 21, 2025 | — | — | — |
| -14.55% | Jul 17, 2024 | 16 | Aug 7, 2024 | 65 | Nov 7, 2024 | 81 |
| -9.89% | Apr 1, 2024 | 15 | Apr 19, 2024 | 36 | Jun 11, 2024 | 51 |
| -8.67% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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