DINESimplify Tax Aware Diversified Income Strategy ETF
Seeks capital appreciation.
By Simplify Asset Management · Launched 2026
Annual Cost
0.15%
#616 of 5,913 · low cost
Fund Size
$3M
#5,439 of 5,913 · small
Return (1Y)Goal
N/A
Track Record
3 months
#5,409 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,023+0.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightAsset allocation
Bonds
79.4%
Cash
21.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Avg maturity
9.8 years
Credit ratings
US Government
99.8%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio of income-linked instruments, including dividend-paying stocks and interest-paying debt instruments, while considering tax implications for investors. The Fund employs a flexible asset allocation approach across various income-generating strategies, including derivatives and currency strategies, to optimize returns.
- Inception date
- May 4, 2026
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-15