Simplify
Alternative ETFs

Explore the World of Diversification Beyond the 60/40

Simplify’s alternative strategies provide investors with institutional level diversification in the liquid, transparent and tax efficient form of the ETF wrapper. By leveraging the deep, foundational expertise of the Simplify team, we help investors access strategies, historically difficult to obtain, by designing a suite of alternative ETFs that can provide non correlated returns and asymmetric payoffs.

To view standardized performance for the funds, please click on the ticker symbols.

The Case for Alternatives

Alternatives can be a powerful way to enhance the classic 60/40 portfolio.

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As of 10/31/2024

Ticker

Fund Name

Trailing 1Yr Performance (NAV)

Trailing 1Yr Volatility

Trailing 1Yr Sharpe*

1Yr Beta to S&P 500

1Yr Beta to 60/40

CTA

Simplify Managed Futures Strategy ETF

Trailing 1Yr Performance (NAV) 10.84%

Trailing 1Yr Volatility 13.65%

Trailing 1Yr Sharpe* 0.40

1Yr Beta to S&P 500 -0.12

1Yr Beta to 60/40 -0.43

The Simplify Managed Futures Strategy ETF (CTA) seeks long term capital appreciation by systematically investing in futures in an attempt to create an absolute return profile, that also has low correlation to equities, and can provide support in risk-off events.

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SVOL

Simplify Volatility Premium ETF

Trailing 1Yr Performance (NAV) 11.19%

Trailing 1Yr Volatility 11.85%

Trailing 1Yr Sharpe* 0.52

1Yr Beta to S&P 500 0.64

1Yr Beta to 60/40 0.89

The Simplify Volatility Premium ETF (SVOL) seeks to capture the volatility premium stemming from imbalanced hedge demand while simultaneously buying call options on the VIX as a means of hedging against adverse spikes in equity market volatility.

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HIGH

Simplify Enhanced Income ETF

Trailing 1Yr Performance (NAV) 3.28%

Trailing 1Yr Volatility 3.22%

Trailing 1Yr Sharpe* -0.63

1Yr Beta to S&P 500 0.03

1Yr Beta to 60/40 0.05

The Simplify Enhanced Income ETF (HIGH) seeks to provide monthly income by selling short-dated put or call spreads on the most liquid global equity and fixed income indices.

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CRDT

Simplify Opportunistic Income ETF

Trailing 1Yr Performance (NAV) 9.02%

Trailing 1Yr Volatility 5.69%

Trailing 1Yr Sharpe* 0.47

1Yr Beta to S&P 500 0.11

1Yr Beta to 60/40 0.24

The Simplify Opportunistic Income ETF (CRDT) seeks to provide current income, with long-term capital appreciation as a secondary objective.

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EQLS

Simplify Market Neutral Equity Long/Short ETF

Trailing 1Yr Performance (NAV) -8.62%

Trailing 1Yr Volatility 10.83%

Trailing 1Yr Sharpe* -1.32

1Yr Beta to S&P 500 0.08

1Yr Beta to 60/40 0.00

The Simplify Market Neutral Equity Long/Short ETF (EQLS) seeks to provide positive absolute returns and income.

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HARD

Simplify Commodities Strategy No K-1 ETF

Trailing 1Yr Performance (NAV) 7.06%

Trailing 1Yr Volatility 11.61%

Trailing 1Yr Sharpe* 0.19

1Yr Beta to S&P 500 0.14

1Yr Beta to 60/40 0.21

The Simplify Commodities Strategy No K-1 ETF (HARD) seeks long term capital appreciation by systematically investing in commodity futures in an attempt to create commodity exposure that performs strongly during inflationary periods while still performing well in more typical market environments.

EXPLORE HARD

QIS

Simplify Multi-QIS Alternative ETF

Trailing 1Yr Performance (NAV) -1.64%

Trailing 1Yr Volatility 11.21%

Trailing 1Yr Sharpe* -0.64

1Yr Beta to S&P 500 -0.07

1Yr Beta to 60/40 -0.10

The Simplify Multi-QIS Alternative ETF (QIS) seeks to provide positive absolute returns and income. The fund will invest in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies. Each systematic strategy is designed to capture proven market return premia.

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SPX

S&P 500 Index

Trailing 1Yr Performance (NAV) 37.99%

Trailing 1Yr Volatility 12.27%

Trailing 1Yr Sharpe* 2.66

1Yr Beta to S&P 500 1.00

1Yr Beta to 60/40 1.43

BMA6040

60% S&P 500/40% Bond Aggregate Index

Trailing 1Yr Performance (NAV) 26.61%

Trailing 1Yr Volatility 8.22%

Trailing 1Yr Sharpe* 2.59