LITLSimplify Piper Sandler US Small-Cap PLUS Income ETF

Grow my money Get income1y track recordRanked #1,534 of 1,622 in this goal

Seeks capital appreciation and income.

By Simplify Asset Management · Launched 2025

Annual Cost

0.91%

#4,563 of 5,562 · expensive

Fund Size

$6M

#5,016 of 5,562 · small

Return (1Y)Goal

+24.6%

Track Record

1 year

#4,359 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,516+25.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 8.8% of fund✓ well diversified

iShares Russell 2000 ETF

1.2%

Diamond Hill Investment Group

0.9%

Dynavax Technologies Corp

0.9%

Alexander & Baldwin Inc

0.9%

Victoria's Secret & Co

0.9%

American Eagle Outfitters Inc

0.8%

Abercrombie & Fitch Co

0.8%

Revolve Group Inc

0.8%

Omnicell Inc

0.8%

Flotek Industries Inc

0.8%

Asset allocation

Stocks

97.5%

Bonds

2.3%

Cash

0.2%

By sector

Financial Services

23.5%

Healthcare

19.6%

Technology

12.1%

Consumer Cyclical

9.9%

Industrials

9.8%

Real Estate

5.4%

Communication

5.0%

Consumer Defensive

4.7%

Other

10.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.8%Moderate

Year-on-year price swings

Max drawdown

-9.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation and income.
Strategy: The Fund may hold assets in money market instruments, including cash and U.S. government securities, to respond to adverse market conditions. While in a defensive position, the Fund's ability to achieve its investment objective will be limited.
Inception date: April 28, 2025
Fund family: Simplify Asset Management