DINESimplify Tax Aware Diversified Income Strategy ETF

Grow my moneyNewRanked #2,299 of 2,951 in this goal

Seeks capital appreciation.

By Simplify Asset Management · Launched 2026

Annual Cost

0.15%

#738 of 5,584 · low cost

Fund Size

$3M

#5,302 of 5,584 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,428 of 5,584 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,088+0.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Strategy

Active selection

What it actually holds

By weight

Asset allocation

Cash

50.8%

Bonds

49.1%

Other

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-1.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks capital appreciation.
Strategy: Actively managed ETF investing primarily in income-linked instruments including dividend-paying stocks, interest-paying debt, and derivatives. Uses a flexible asset allocation approach, selecting among asset class-focused ETFs and employing a tax-aware sub-strategy to minimize tax burdens for investors. The Fund may invest in emerging markets and utilizes various derivatives such as swaps and options to enhance returns.
Inception date: May 4, 2026
Fund family: Simplify Asset Management