QQD

Simplify Nasdaq 100 plus Downside convexity ETF
AUM$5.2M
Expense Ratio0.45%
NAV$23.24
Holdings5
InceptionDec 10, 2020

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

N/A

Expense Ratio

0.45%

AUM

$5.2M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology50.13%
Communication Services16.20%
Consumer Cyclical15.08%
Healthcare6.49%
Consumer Defensive5.78%
Industrials3.88%
Utilities1.16%
Financial Services0.65%
Energy0.42%
Real Estate0.22%

Country Allocation

CountryWeight %
United States99.75%
Other0.25%

Fund Information

Category
Technology
Subcategory
Nasdaq 100
Inception Date
Dec 10, 2020
Description
The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing ETFs that invest in companies listed on the NASDAQ-100 Index. Up to twenty percent of its net assets will be subject to the fund's downside convexity option overlay. The downside convexity option overlay consists of purchasing exchange-traded and OTC put options on the NASDAQ-100 Index or a NASDAQ-100 Index ETF.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The Simplify Nasdaq 100 plus Downside convexity ETF (QQD) is an exchange-traded fund that launched on Dec 10, 2020. It currently manages $5.2M in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 5 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1QQQInvesco QQQ Trust Series 199.71%16,178$5.2M
2CashCash0.23%11,718$12K
3XSP 05/19/23 P363 IndexXSP US 05/19/23 P363 Index0.04%54$2K
4XSP 05/19/23 P345 IndexXSP US 05/19/23 P345 Index0.02%-54$-1161
5XSP 04/21/23 P396 IndexXSP US 04/21/23 P396 Index0.00%14$70

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+8.98%
5Y
-12.38%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

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Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

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Dividends

No dividend data available for this ETF.

Category Comparison

MetricQQDTechnology(1413 ETFs)Nasdaq 100(64 ETFs)
Fund Info
Expense Ratio0.45%0.67%0.78%
AUM$5.2M$6.78B$8.25B
Dividend Yield2.83%6.75%
Avg VolumeN/A1.1M5.2M
Holdings520246
Performance
1-Month Return-2.11%-0.98%
6-Month Return+3.76%+1.69%
YTD Return+0.41%-0.89%
1-Year Return+20.06%+14.19%

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