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CASSimplify China A Shares PLUS Income ETF

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Under normal circumstances, the fund invests at least 80% of its net assets in China A Shares and/or through instruments that have economic characteristics substantially similar to China A Shares. China A Shares are equity securities issued by companies incorporated in mainland China and are denominated and traded in renminbi (“RMB”) on stock exchanges in mainland China such as the Shenzhen, Shanghai, and Beijing Stock Exchanges. The fund is non-diversified.

Simplify Asset Management · Since 2025 (1 year)

Annual Cost

0.88%

#4242 out of 5,332 ETFs

Fund Size

$10M

#4533 out of 5,332 ETFs

Dividend Yield

35.67%

Track Record

1 year

#4168 out of 5,332 ETFs

Performance

1 Year

+56.2%

3 Years

N/A

5 Years

N/A

What's inside

Strategy
structured outcome

Asset allocation

Stocks
103.4%
Cash
65.0%
Bonds
22.3%

Top holdings

Simplify Government Money Market ETFSBIL48.8%

Risk profile

Volatility (1Y)

23.6%

High

Max drawdown

-20.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05