The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Simplify US Equity PLUS Dwnsd Cnvxty ETF SPD
Morningstar’s Analysis SPD
Will SPD 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 99.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 99.39 | 94.8 Mil | — |
Spxw Us 11/15/24 P4720 | 0.51 | 490,630 | — |
Spxw Us 10/18/24 P4720 | 0.40 | 379,175 | — |
Fidelity Inv Mmtrsy 1 680 | 0.25 | 236,179 | Cash and Equivalents |
Spxw Us 09/20/24 P4880 | 0.04 | 40,200 | — |
Spxw Us 09/30/24 P5050 | 0.03 | 26,660 | — |
Spxw Us 09/09/24 P5200 | 0.01 | 10,270 | — |
Spxw Us 09/03/24 P5215 | 0.00 | 1,900 | — |
Spxw Us 08/30/24 C5745 | 0.00 | 500 | — |
Stonex Cash | 0.00 | 171 | Cash and Equivalents |