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Not Investment Advice

SVOL

Simplify Volatility Premium ETF
1W: -2.5% 1M: -9.0% 3M: -13.1% YTD: -9.6% 1Y: -8.6% 3Y: +12.5%
$15.19
-0.11 (-0.72%)
After Hours: $15.33 (+0.14, +0.92%)
ETF AMEX · AUM $590.2M
ETF-Level Metrics
AUM$590M
Holdings8
Top 10 Wt48.7%
Beta0.81
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 8 48.7%
Other 21 15.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 29 of 29 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 B 04/21/26 Govt Bond 27.83% $164.5M 165,000,000
2 SIMPLIFY E US EQUITY PLUS UPSIDE CO SPUC 12.43% $73.5M 1,634,812 $103M Financial Services
3 SIMPLIFY E MULTI-QIS ALTERNATIVE ET QIS 8.53% $50.4M 3,777,620 $59M Financial Services
4 SIMPLIFY E AGGREGATE BOND ETF AGGH 7.32% $43.3M 2,109,127 $296M Financial Services
5 SIMPLIFY STABLE INCOME ETF BUCK 6.80% $40.2M 1,700,000 $400M Financial Services
6 SIMPLIFY E NATIONAL MUNI BOND ETF NMB 6.43% $38.0M 1,553,376 $47M Financial Services
7 B 4/9/26 Govt Bond 5.91% $34.9M 35,000,000
8 NEXT INTANGIBLE CORE INDEX ETF NXTI 4.20% $24.8M 822,303 $35M Financial Services
9 B 6/23/26 Govt Bond 4.19% $24.8M 25,000,000
10 B 06/30/26 Govt Bond 4.02% $23.8M 24,000,000
11 SIMPLIFY E TARGET 15 DISTRIBUTION E XV 2.55% $15.1M 624,406 $66M Financial Services
12 B 3/31/26 Govt Bond 2.03% $12.0M 12,000,000
13 B 5/14/26 Govt Bond 1.85% $10.9M 11,000,000
14 Cash Cash 1.81% $10.7M 10,713,095
15 B 4/14/26 Govt Bond 1.69% $10.0M 10,000,000
16 B 4/7/26 Govt Bond 1.01% $6.0M 6,000,000
17 B 4/23/26 Govt Bond 0.84% $5.0M 5,000,000
18 B 7/14/26 Govt Bond 0.84% $4.9M 5,000,000
19 SIMPLIFY E PIPER SANDLER US SM CAP LITL 0.44% $2.6M 91,464 $6M Financial Services
20 VIX US 04/15/26 C60 Index Private 0.14% $828,550 22,700
21 VIX US 05/19/26 C60 Index Private 0.03% $157,000 2,000
22 SPXW US 03/20/26 P6390 Index Private 0.01% $37,125 450
23 SPXW US 03/24/26 P5600 Index Private 0.00% $9,000 200
24 SPXW US 03/23/26 P5600 Index Private 0.00% $5,000 200
25 SPXW US 03/20/26 P5600 Index Private 0.00% $1,500 200
26 VIX US 05/19/26 P20 Index Private -0.90% $-5,320,000 -35,000
27 CBOE VIX FUTURE May26 Deriv -2.71% $-16,000,060 -680
28 CBOE VIX FUTURE Apr26 Deriv -13.42% $-79,335,748 -3,313
29 S&P500 EMINI FUT Jun26 Private -19.72% $-116,550,000 -350

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms