SPUCSimplify US Equity Income ETF
Seeks long-term capital appreciation.
By Simplify Asset Management · Launched 2020
Annual Cost
0.53%
#2,837 of 5,861 · average
Fund Size
$92M
#3,078 of 5,861 · mid-size
Dividend YieldGoal
3.37%
Track Record
5 years
#2,128 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,958+19.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 5 holdings = 100.1% of fundconcentrated
iShares Trust
98.9%
THE OPTIONS CLEARING CORPORATIONSPX 260417C06550000
0.9%
DREYFUS TRSY OBLIG CASH MDTRXX
0.3%
THE OPTIONS CLEARING CORPORATIONSPXW 260331C06395000
0.1%
THE OPTIONS CLEARING CORPORATIONSPXW 260331C06460000
-0.1%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
38.5%
Financial Services
11.6%
Communication
9.9%
Consumer Cyclical
9.5%
Healthcare
8.9%
Industrials
8.4%
Consumer Defensive
4.5%
Energy
3.0%
Other
5.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.9%Moderate
Year-on-year price swings
Max drawdown
-29.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of U.S. companies while applying an upside convexity option overlay strategy. The Fund aims to enhance returns through call options on the S&P 500 Index, maintaining consistent exposure to the U.S. equity market.
- Inception date
- September 3, 2020
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-04