LITLSimplify Piper Sandler US Small-Cap PLUS Income ETF
Seeks capital appreciation and income.
By Simplify Asset Management · Launched 2025
Annual Cost
0.91%
#4,899 of 6,035 · expensive
Fund Size
$7M
#5,160 of 6,035 · small
Return (1Y)
+18.2%
Track Record
1 year
#4,281 of 6,035 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,853+18.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 9.0% of funddiversified
iShares Trust
1.5%
XCF GLOBAL INC
1.2%
Wiley John & Sons Inc.
0.8%
A10 Networks Inc
0.8%
USA Today Co. Inc.
0.8%
Primeenergy Resources Corporation
0.8%
GUARDIAN PHARMACY SERVICES INC
0.8%
Puma Biotechnology Inc
0.8%
Perdoceo Education Corp.
0.8%
NABORS INDUSTRIES LTD
0.8%
Asset allocation
Stocks
74.5%
Cash
22.3%
Bonds
3.5%
By sector
Healthcare
20.0%
Technology
18.2%
Financial Services
15.0%
Consumer Cyclical
12.9%
Industrials
12.6%
Energy
6.1%
Real Estate
5.4%
Communication
5.0%
Other
4.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.3%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
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation and income.
- Strategy
- Actively manages a portfolio of common stocks of small-cap U.S. companies while employing an income generating option strategy. The Fund invests at least 80% of its net assets in small-capitalization companies, defined as those with market capitalizations no larger than the largest constituent of the Russell 2000 Index.
- Inception date
- April 28, 2025
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18