Simplify US Equity PLUS Upside Convexity ETFSPUC
Type
ETF
Peer group
Allocation
Net assets
$101.0M
Expense ratio
0.53%
1-year return
+18.1%
3 years, a year
+23.0%
5 years, a year
+12.3%
12-month yield
12.50%
Holdings
5
What it aims to do.
Investment Objective: The Simplify US Equity Income ETF (the Fund or SPUC) seeks to generate monthly income in a tax efficient manner with the potential for capital appreciation in rising equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 98.94% |
| JOBY The Options Clearing Corporation | 0.86% |
| JOBY Dreyfus Trsy Oblig Cash M | 0.26% |
| JOBY The Options Clearing Corporation | 0.12% |
| JOBY The Options Clearing Corporation | -0.06% |
More on SPUC.
- SPUC overview
- SPUC holdings
- SPUC risk
- SPUC costs
- SPUC money in and out
- SPUC share classes
- Compare SPUC with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.