Stock Taper
EXCHANGE TRADED FUND

SPQ

Simplify US Equity PLUS QIS ETF
$25.84 ▼ 0.40%
−$0.10 TODAY

FUND FACTS

Manager Simplify
Assets $2.57M
Expense ratio 0.57%
Inception Nov 12, 2023
Asset class Equity
Holdings 0
Volume 830
Avg volume 1.27K

ABOUT THIS FUND

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 alternative return source without reducing equity exposure.

PRICE

$25.84 ▲ UP 48.35% (+$73.38)
—

No price history available for SPQ over this range.

HOLDINGS

TOP 0 · 0.00% OF THE FUND
RANK STOCK WEIGHT SHARES VALUE

SECTOR HOLDINGS

TECHNOLOGY IS 31.68% OF THE FUND
Technology 31.68%
Financial Services 14.04%
Healthcare 10.85%
Consumer Cyclical 10.52%
Communication Services 9.32%
Industrials 7.66%
Consumer Defensive 6.15%
Energy 3.18%
Utilities 2.56%
Real Estate 2.25%
Basic Materials 1.77%

BY REGION

UNITED STATES IS 52.46% OF THE FUND
United States 52.46%
— Other 47.54%