The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Simplify US Equity PLUS Convexity ETF SPYC
Morningstar’s Analysis SPYC
Will SPYC outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 98.78 | 75.2 Mil | — |
Spxw Us 09/20/24 C5680 | 0.52 | 398,860 | — |
Fidelity Inv Mmtrsy 1 680 | 0.30 | 226,539 | Cash and Equivalents |
Spxw Us 11/15/24 P4720 | 0.25 | 192,640 | — |
Spxw Us 11/15/24 C5830 | 0.17 | 130,720 | — |
Spxw Us 10/18/24 P4720 | 0.15 | 114,550 | — |
Spxw Us 10/18/24 C5810 | 0.09 | 68,970 | — |
Spxw Us 09/30/24 P5050 | 0.03 | 21,700 | — |
Spxw Us 09/20/24 P4880 | 0.02 | 12,600 | — |
Spxw Us 09/09/24 P5200 | 0.01 | 8,255 | — |