Morningstar

Simplify Volatility Premium ETF SVOL

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SVOL

Will SVOL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVOL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVOL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SVOL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Volatility Premium ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SVOL

More SVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 163.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

84.73 434M
Government

Cash

28.42 146M
Cash and Equivalents

United States Treasury Bills

15.54 80M
Government

United States Treasury Bills

12.46 64M
Government

Simplify Multi-QIS Alternative ETF

9.13 47M
—

Simplify US Eq PLUS Mgd Futs Stgy ETF

7.89 40M
—

United States Treasury Bills

7.77 40M
Government

United States Treasury Bills

7.74 40M
Government

Simplify National Muni Bond ETF

6.92 35M
—

Trs Ctap Obfr +125 082727 Bullet

5.63 29M
—

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