NAV
$45.43
AUM
$111.7M
Expense Ratio
-
Dividend Yield
0.00%
Beta
1.14
Currency
USD
| YTD | 1M | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| +7.15% | +2.20% | +14.82% | +11.11% | +17.18% | +9.11% |
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 94.31% |
| 2 | SBAR | Simplify Barrier Income ETF | 22.64% |
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.
Inception Date: 2020-09-03