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Sunday, August 23, 2026The Morning Brief →Sign in

Simplify Multi-Qis Alternative ETF

$11.11-0.17% today
9.142152-WK
Price & daily flows
18.1514.8811.6111.11DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET — OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned -24.3% so far this year. At 1.00% a year it is not the cheapest way in — LQD runs the same ground at 0.14%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$43Massets under management
1.00%expense ratio · $100 per $10,000 a year
net flow, trailing month
683avg daily volume, 30 days
1874holdings
2023listed July 9, 2023 · beta 0.08
The book at a glance
0.1%0.3%0.3%0.5%0.5%0.6%0.1%0.1%0.1%0.1%0.1%0.1%0.6%

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1B 12/31/26 Govt0.13%
2B 12/3/26 Govt0.29%
3B 11/12/26 Govt0.26%
4United States Treasury Bill 10/15/20260.00%
5B 1/28/27 Govt0.10%
633270568332705680.00%
7Cash0.01%
8TRS CTA SOFR +100 0315270.53%
9TRS CTA SOFR +85 0315270.53%
10TRS CTA SOFR +100 0315270.60%
11TRS FOXY SOFR +80 1113260.12%
12TRS FOXY SOFR +80 0315270.12%
13TRS FOXY SOFR +100 0315270.07%
14TRS FOXY SOFR +65 1113260.08%
15TRS FOXY SOFR +95 1113260.08%

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Sector weights
Other97.32%
Cash & Others96.39%
Technology1.88%
Financial Services1.52%
Real Estate1.52%
Consumer Defensive1.21%
Utilities1.17%
Industrials0.42%
Energy0.23%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
Other96.93%
United States2.66%
Ireland0.12%
Bermuda0.08%
Switzerland0.08%
Canada0.08%
France0.07%
Brazil0.06%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+7.7%
1 month+1.3%
3 months-15.8%
6 months-20.6%
YTD-24.3%
1 year-46.1%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
59%realized volatility, 30 days (annualized)
41%realized volatility, 1 year
-55.7%deepest fall from a peak, 1 year
-46.1%where it sits vs. that peak today

The top holding is 0.6% of the book; the top ten carry 3%. Spread across 18+ names, it behaves like roughly 9 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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