CTAP

Simplify$28.70-0.23 (-0.80%)
AUM $177.7MER 0.28%NAV $28.90Holdings 6

Price Chart

Key Statistics

Previous Close

$28.93

Day Range

$28.64$29.02

52-Week Range

$24.95$32.53

Avg Volume

64.6K

Dividend Yield

Expense Ratio

0.28%

AUM

$177.7M

Shares Outstanding

2.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services54.02%
Cash & Others45.98%

Country Allocation

CountryWeight %
United States53.14%
Other46.86%

Fund Information

Issuer
Simplify
Inception Date
Dec 8, 2025
Exchange
NYSE_ARCA
Description
The Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) seeks long-term capital appreciation by combining 100% exposure to large cap U.S. equities with 100% exposure to a systematic managed futures strategy.The two assets taken together seek to achieve two goals:Enhance returns by combining equities with a complementary strategy that has a history of low correlations to equities while providing support during risk-off events.Increase capital efficiency by providing 100% exposure to each asset without requiring any additional capital outlay.

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VTVVanguard Value ETF$238.00B
IEFAiShares Core MSCI EAFE ETF$185.22B
IJRiShares Core S&P Small-Cap ETF$107.38B

The Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) is an exchange-traded fund issued by Simplify that launched on Dec 8, 2025. It currently manages $177.7M in assets under management. The fund charges an expense ratio of 0.28%. The fund holds 6 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 79.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1IVVISHARES CORE S+P 500 ETF21.31%171,124$126.8M
2TRS CTA SOFR +149 030827 BULLET15.05%-89,601,597$-89601597
3TRS CTA SOFR +149 030827 BULLET14.90%3,100,000$88.7M
4S&P500 EMINI FUT JUN269.32%150$55.5M
5TRS CTA SOFR +149 060427 BULLET3.61%-21,511,817$-21511817
6TRS CTA SOFR +100 050727 BULLET3.38%-20,109,300$-20109300
7B 10/15/26 Govt3.37%20,300,000$20.0M
8TRS CTA SOFR +149 060427 BULLET3.36%700,000$20.0M
9TRS CTA SOFR +100 050727 BULLET3.24%675,000$19.3M
10TRS CTA SOFR +75 060427 BULLET1.86%-11,041,945$-11041945
11TRS CTA SOFR +149 020827 BULLET1.66%345,000$9.9M
12TRS CTA SOFR +149 020827 BULLET1.63%-9,674,937$-9674937
13B 8/20/26 Govt1.50%9,000,000$8.9M
14B 09/01/26 Govt1.30%7,800,000$7.7M
15B 8/4/26 Govt1.25%7,500,000$7.5M

Detailed Returns

PeriodReturnETF
1D
-0.80%
1W
-2.94%
1M
-11.33%
3M
+5.12%
6M
+14.08%
YTD
+10.61%
1Y
+14.86%
3Y
+14.86%
5Y
+14.86%

Moving Averages

20-Day MA

$30.57

Below 20-Day MA
50-Day MA

$30.03

Below 50-Day MA
200-Day MA

$28.19

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.53

Current Price

$28.70

52-Week Low

$24.95

$24.95$32.53

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricCTAPFinancial Services(759 ETFs)Large Cap(419 ETFs)
Fund Info
Expense Ratio0.28%0.67%0.57%
AUM$177.7M$4.12B$8.93B
Dividend Yield4.76%1.85%
Avg Volume64.6K1.8M577.7K
Holdings6264160
Performance
1-Month Return-11.00%+1.06%+0.73%
6-Month Return+14.06%+5.76%+6.61%
YTD Return+12.12%+8.14%+7.48%
1-Year Return+13.66%+18.62%

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