Simplify Target 15 Distribution ETF (XV)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Simplify Target 15 Distribution ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Apr 15, 2025, XV's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, your investment would double in approximately 6.0 years.

Historically, 83% of months were positive and 17% were negative. The best month was Jun 2025 with a return of +5.1%, while the worst month was Mar 2026 at -3.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.

On a daily basis, XV closed higher 52% of trading days. The best single day was Apr 22, 2025 with a return of +4.0%, while the worst single day was Apr 21, 2025 at -3.1%.

Simplify Target 15 Distribution ETF has an annualized alpha of 0.08%, beta of 0.60, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since April 16, 2025.

• This ETF participated in 70.11% of S&P 500 Index downside but only 57.30% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.60 may look defensive, but with R² of 0.48 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.48 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XV has an expense ratio of 0.75%, placing it in the medium range.

The table below present risk-adjusted performance metrics for Simplify Target 15 Distribution ETF (XV) and compare them to a chosen benchmark (S&P 500 Index).

Simplify Target 15 Distribution ETF provided a 18.89% dividend yield over the last twelve months, with an annual payout of $4.45 per share.

The table displays the monthly dividend distributions for Simplify Target 15 Distribution ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Simplify Target 15 Distribution 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 Target 15 Distribution ETF was 5.73%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Simplify Target 15 Distribution ETF drawdown is 5.09%.

The chart below shows the rolling one-month volatility.