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NXTISimplify NEXT Intangible Core Index ETF

Grow my money2y track recordRanked #1,554 of 2,992 in this goal

Tracks the performance of the Next Intangible Core Index.

By Simplify Asset Management · Launched 2024

Annual Cost

0.25%

#1,139 of 5,854 · low cost

Fund Size

$41M

#3,836 of 5,854 · mid-size

Return (1Y)Goal

+12.5%

Track Record

2 years

#3,443 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,372+13.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Quality

Index tracked

Next Intangible Core Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.6% of fundwell diversified

Walmart Inc
5.1%
Palantir Technologies Inc
4.9%
Cisco Systems, Inc.
4.4%
Johnson & Johnson
4.4%
Berkshire Hathaway Inc.
3.6%
International Business Machines Corp.
3.3%
Exxon Mobil Corp.
2.4%
Merck & Co., Inc
2.3%
MasterCard Incorporated
2.2%
QUALCOMM Inc.
2.1%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
43.0%
Financial Services
10.9%
Healthcare
10.8%
Industrials
10.3%
Consumer Defensive
8.9%
Consumer Cyclical
5.4%
Communication
3.9%
Energy
3.5%
Other
3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-19.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the performance of the Next Intangible Core Index.
Strategy
Invests primarily in U.S. stocks with high intangible capital-to-book assets ratios across 13 sectors, using a replication strategy to track the Core Index. The Fund holds the component securities in approximately the same proportions as in the Core Index.
Inception date
April 15, 2024
Fund family
Simplify Asset Management

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Data updated on 2026-08-04