YGLDSimplify Gold Strategy PLUS Income ETF
Seeks income and capital appreciation.
By Simplify Asset Management · Launched 2024
Annual Cost
0.62%
#3,428 of 6,040 · average
Fund Size
$39M
#4,005 of 6,040 · mid-size
Return (1Y)
+4.9%
Track Record
1 year
#3,890 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,615+6.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Option income
Holdings
By weightConcentration
Top 10 holdings = 123.4% of fundconcentrated
Simplify Exchange Traded Funds
69.9%
United States Treasury Bills
27.2%
United States Treasury Bills
10.9%
United States Treasury Bills
6.4%
United States Treasury Bills
3.7%
United States Treasury Bills
3.6%
COMMODITIES EXCHANGE CENTERGCM6
1.5%
DREYFUS TRSY OBLIG CASH MDTRXX
0.2%
THE OPTIONS CLEARING CORPORATIONSPXW 260618C07300000
0.1%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%
Asset allocation
Other
108.2%
Bonds
20.2%
Stocks
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
45.9%High
Year-on-year price swings
Max drawdown
-43.4%Severe
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 income and capital appreciation.
- Strategy
- Actively managed ETF using a gold futures strategy for capital gains and an income-generating option strategy on equity, fixed income, and currency ETFs. Concentrated in gold futures, with up to 150% economic exposure. Employs short-term options writing to generate income, focusing on index-based ETFs. The Fund may invest in a wholly owned subsidiary for gold futures exposure. Limits net economic exposure to any one OTC counterparty to 25% of net assets. Holds collateral in cash-like instruments and high-quality short-term fixed income securities.
- Inception date
- December 2, 2024
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18