Summary
Simplify US Equity Income ETF is an ETF - a fund traded on an exchange like a stock - run by Simplify. Positions inside: 5. The ten largest make up 100% of the fund.
- Yearly costs
- 0.53%
- Fund size
- $261.0M
- Positions
- 5
- Dividend yield
- 15.57%
- Running since
- 2020
What speaks for it
- Average yearly growth over the last five years: 6.8%.
What to watch
- The ten largest positions make up 100% of the fund, so its result rests on a few names.
- 40% of the fund is in one sector (Technology).
- 100% of the fund is in one country (United States).
- Costs of 0.53% a year are above the middle of comparable funds (0.43%).
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -2.1%
- 3 months
- -3.3%
- This year
- +2.0%
- 1 year
- -7.2%
- 3 years
- +65%
- 5 years
- +39%
What is inside?
Concentrated- 1 IViShares Core S&P 500 ETF IVV 100%
- 2 Cash 0.2%
- 3 SPX US 11/20/26 C7740 Index 0.06%
- 4 SPXW US 11/30/26 C8100 Index 0.01%
- 5 SPX US 11/20/26 C8000 Index 0.00%
Positions in the fund: 5. The ten largest make up 100% of it.
Composition as of Oct 31, 2026.
Where is it spread?
One sector dominatesBy sector
- Technology 40%
- Financials 11%
- Communication services 10.0%
- Healthcare 9.3%
- Consumer cyclical 8.7%
- Other 20%
By country
- United States 100%
- Other countries 0.3%
Largest sector: Technology (40%). Largest country: United States (100%).
What does it cost me?
Expensive- A year from $10,000
- $53.00
- Over 20 years
- $2,554
From every $10,000 invested the fund takes $53.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $2,554.
How has it done?
Growing over the long run- A year on average, 5 years
- +6.8%
- Deepest drop
- -30%
- Yearly volatility
- 17%
Average yearly growth over the last five years: 6.8%. Deepest drop in these years: 30% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 15.57%
- Payments a year
- 4
- Last payment
- $0.60
Over the last 12 months it paid $7.39 per share, which is 15.57% of today's price. The last payment was $0.60 on Oct 27, 2026.
Is it easy to buy and sell?
Yes- Traded a day
- $3.33M
- Shares a day
- 70K
On an average day about $3.33M of the fund changes hands.
Similar funds
Funds that hold much of the same. The overlap says how much of their weight they share with this fund.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
HO HOLD Harbor Alpha Layering ETF (HOLD) | United States | 0.70% | $3.93M | -5.6% | Pays out | 100% |
GG GGUS.AX BetaShares - Geared US Equities Currency Hedged Complex ETF | Australia | 0.80% | $308.6M | +19% | Reinvests | 100% |
SP SPYT Defiance S&P 500 Target Income ETF | United States | 0.92% | $165.2M | -9.8% | Pays out | 100% |
DM DMAX iShares Large Cap Max Buffer Dec ETF | United States | 0.53% | $128.2M | +4.8% | - | 100% |
MM MMAX iShares Large Cap Max Buffer Mar ETF | United States | 0.53% | $73.8M | +5.1% | - | 100% |
TE TENM iShares Large Cap 10% Target Buffer Mar ETF | United States | 0.53% | $47.0M | +10% | - | 100% |