HIGHSimplify Enhanced Income ETF
Seeks to provide monthly income.
By Simplify Asset Management · Launched 2022
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$64M
#3,492 of 6,040 · mid-size
Return (1Y)
-2.3%
Track Record
3 years
#2,778 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,802-2.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 100.0% of fundconcentrated
Simplify Exchange Traded Funds
92.8%
United States Treasury Bills
4.9%
DREYFUS TRSY OBLIG CASH MDTRXX
1.2%
United States Treasury Bills
1.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260618C07300000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07200000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07380000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260331C07350000
0.0%
Asset allocation
Cash
59.5%
Bonds
40.0%
Stocks
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.7%Low
Year-on-year price swings
Max drawdown
-9.5%Mild
Worst peak-to-trough loss
Sharpe (3Y)
-0.11Below average
Sortino (3Y)
-0.18Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide monthly income.
- Strategy
- Actively manages a portfolio primarily invested in interest income producing U.S. Treasury securities and employs an income generating option strategy to enhance income. Aims for monthly income through options on equity and fixed income ETFs, focusing on index-based products.
- Inception date
- October 27, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18