Simplify US Equity PLUS Upside Convexity ETF (SPUC)
- Expense ratio0.54%
- Net assets$261.0M
- Dividend yield6.58%
- 1-year return+11.40%
- Holdings1
SPUC ETF price chart
SPUC quote & trading statistics
SPUC performance
Annual returns & drawdowns →- YTD+10.47%
- 1 year+11.40%
- 3 years+25.54%/yr
- 5 years+12.30%/yr
- 10 years0.00%/yr
- 1Y volatility
- 12.52%
- 3Y volatility
- 18.54%
- 3Y Sharpe ratio
- 1.07
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
SPUC holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IVV | iShares Trust - iShares Core S&P 500 ETF | 100.77% |
This holding makes up 100.8% of the fund. As of October 25, 2026.
About Simplify US Equity PLUS Upside Convexity ETF
The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs").
SPUC ETF FAQ
What is the SPUC expense ratio?
Simplify US Equity PLUS Upside Convexity ETF has a net expense ratio of 0.54%, or $54.00 a year for every $10,000 invested.
How much money is in SPUC?
Simplify US Equity PLUS Upside Convexity ETF has about $261.0M in net assets.
What are the top holdings of SPUC?
The largest positions in SPUC are iShares Trust - iShares Core S&P 500 ETF (100.77%). The fund holds 1 securities in total.
How has SPUC performed?
SPUC returned +11.40% over the past year and +12.30% a year over the past five years, including reinvested distributions.
Does SPUC pay dividends?
SPUC has a dividend yield of 6.58%.
When was SPUC launched?
Simplify US Equity PLUS Upside Convexity ETF began trading on September 3, 2020.