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Beacon

MTBASimplify MBS ETF

Beacon PickDiversifier#2 of 228 for Diversifier

Seeks to maximize total return.

Simplify Asset Management · Since 2023 (2 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$1.7B

#727 out of 5,332 ETFs

Dividend Yield

5.54%

Track Record

2 years

#3371 out of 5,332 ETFs

Performance

1 Year

+4.8%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
alternative
Region
north america
Strategy
multi strategy

Asset allocation

Bonds
65.9%
Cash
34.1%

Top holdings

Simplify Government Money Market ETFSBIL47.1%

Risk profile

Volatility (1Y)

3.0%

Moderate

Max drawdown

-3.5%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05