SPQ - Simplify US Equity PLUS QIS ETF ETF Analysis | Stock Taper
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SPQ

Simplify US Equity PLUS QIS ETF
Simplify US Equity PLUS QIS ETF Simplify
$25.84 -0.40% (-0.10)

No price data available
Managing Company Simplify
Asset Under Management $2.57M
Inception Date Nov 12, 2023
Expense Ratio 0.57%
52w High $33.82
52w Low $20.05
Volume 830
Avg Volume 1,266
Asset Class Equity

About Simplify US Equity PLUS QIS ETF

The Simplify US Equity PLUS QIS ETF (SPQ) seeks to achieve long-term capital appreciation by overlaying a diversified basket of Quantitative Investment Strategies (QIS) on top of a core US equity exposure. The goal of the 100% equity + 50% QIS portfolio is to enhance both absolute and risk-adjusted returns of a core equity investment. The fund is also a simple way to gain exposure to an...

SECTOR HOLDINGS

Technology Technology
31.68%
Financial Services Financial Services
14.04%
Healthcare Healthcare
10.85%
Consumer Cyclical Consumer Cyclical
10.39%
Communication Services Communication Services
9.46%
Industrials Industrials
7.66%
Consumer Defensive Consumer Defensive
6.15%
Energy Energy
3.18%
Utilities Utilities
2.56%
Real Estate Real Estate
2.25%
Basic Materials Basic Materials
1.77%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

Other
52.01%
United States flag United States
47.99%

Holdings (Top 20)

No holdings data available.