LITLSimplify Piper Sandler US Small-Cap PLUS Income ETF
Seeks capital appreciation and income.
By Simplify Asset Management · Launched 2025
Annual Cost
0.91%
#4,745 of 5,854 · expensive
Fund Size
$7M
#5,057 of 5,854 · small
Return (1Y)Goal
+27.0%
Track Record
1 year
#4,265 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,869+28.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 9.0% of fund✓ well diversified
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
93.8%
Bonds
3.9%
Cash
2.2%
Other
0.1%
By sector
Healthcare
21.8%
Financial Services
18.1%
Technology
14.1%
Consumer Cyclical
12.2%
Industrials
12.1%
Real Estate
5.2%
Energy
4.6%
Consumer Defensive
4.1%
Other
7.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.2%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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at LITL. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-03