SPYC:NYE-Simplify US Equity PLUS Convexity ETF (USD)

ETF | Others |

Last Closing

USD 37.412

Change

-0.02 (-0.04)%

Market Cap

USD 0.08B

Volume

1.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Under normal circumstances, it 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). The option overlay consists of purchasing exchange-traded and over the counter (OTC) put and call options on the S&P 500 Index or an S&P 500 Index ETF.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-02 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.05 (-0.23%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.08 (+0.14%)

USD 35.71B
DFAC Dimensional U.S. Core Equity 2..

-0.02 (-0.06%)

USD 31.07B
DTB DTE Energy Company 2020 Series

+0.11 (+0.50%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

-1.20 (-2.44%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

-0.35 (-0.37%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

-0.01 (-0.02%)

USD 11.30B

ETFs Containing SPYC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.27% 89% A- 82% B
Dividend Return 0.91% 18% F 16% F
Total Return 22.18% 88% B+ 79% B-
Trailing 12 Months  
Capital Gain 35.25% 88% B+ 79% B-
Dividend Return 1.42% 25% F 18% F
Total Return 36.67% 87% B+ 77% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.19% N/A N/A 56% F
Dividend Return 6.12% N/A N/A 51% F
Total Return 0.93% N/A N/A 21% F
Risk Return Profile  
Volatility (Standard Deviation) 16.24% N/A N/A 61% D-
Risk Adjusted Return 37.67% N/A N/A 54% F
Market Capitalization 0.08B 57% F 24% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike