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Simplify US Equity Income ETF (SPUC)

Large Blend | Exchange Traded Fund | NYSEArca
49.56 USD -0.21 (-0.430%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 49.56

Short-term:★★⯪☆☆Long-term:★★★★☆Dividends:★★★☆☆
Hot Take | Aug. 22, 2026, 5:42 a.m. EDT

The Simplify US Equity Income ETF presents a compelling case for long-term capital appreciation driven by a robust five-year price trajectory. Over the last half-decade, the asset has delivered a massive +91.83% cumulative gain, fueled by four consecutive years of positive annual returns and a recent uptick. This sustained upward momentum suggests the market has consistently rewarded the underlying business quality, validating the investment thesis despite a single year of correction. While the short-term statistical forecast hints at minor volatility or a slight dip over the next 45 days, this is likely noise against the backdrop of strong technicals where the price trades above key moving averages, indicating healthy medium-term support. The dividend profile supports the income mandate with a 4.3% yield, though the recent payment history reveals a structural shift: the fund appears to have transitioned from a low-yield phase to a higher-distribution regime in 2026, with monthly payouts now exceeding $0.48. This increase in cash flow is a positive sign of operational scaling or strategy optimization, even if the payout ratio requires monitoring to ensure it isn't eroding net asset value. Overall, the convergence of exceptional long-term price performance and an elevated, stabilizing dividend stream makes this a solid core holding for investors seeking both growth and income.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.016203
AutoARIMA0.016380
AutoETS0.017784
AutoTheta0.022308

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 55%
H-stat 1.43
Ljung-Box p 0.000
Jarque-Bera p 0.610
Excess Kurtosis 0.72
Attribute Value
Trailing P/E 25.52

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
1.20% 12.96% 5.05% 3.78%
Dividend History
Date Dividend Yield %
2026-08-26 0.600 1.204819
2026-07-28 0.480 0.988061
2026-06-25 0.480 0.997050
2026-05-26 0.490 0.990439
2026-04-27 0.480 1.004457
2026-03-26 0.100 0.227692
2025-12-23 3.465 7.341102
2025-09-25 0.100 0.203013
2025-06-25 0.100 0.231219
2025-03-26 0.080 0.203967
2024-12-23 0.104 0.248198
2024-09-25 0.080 0.191631
2024-06-25 0.100 0.246700
2024-03-25 0.100 0.258665
2023-12-26 0.150 0.453501
2023-09-27 0.100 0.344519
2023-06-27 0.190 0.633481
2022-12-27 0.154 0.588011
2022-06-27 0.153 0.558700
2022-03-28 0.095 0.289475
2021-12-27 0.515 1.437303
2021-09-27 0.080 0.245927
2021-06-28 0.147 0.476252
2020-12-14 0.203 0.774130
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 4.3

Info Dump

Attribute Value
All Time High 52.08
All Time Low 23.317
Ask 74.38
Ask Size 200
Average Daily Volume10 Day 43,780
Average Daily Volume3 Month 86,930
Average Volume 86,930
Average Volume10Days 43,780
Beta3 Year 1.36
Bid 49.1
Bid Size 500
Category Large Blend
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 49.975
Day Low 49.51
Dividend Yield 4.3
Eps Trailing Twelve Months 1.9420693
Esg Populated 0
Exchange PCX
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 49.46072
Fifty Day Average Change 0.09527969
Fifty Day Average Change Percent 0.0019263709
Fifty Two Week Change Percent 5.24348
Fifty Two Week High 52.08
Fifty Two Week High Change -2.524002
Fifty Two Week High Change Percent -0.04846394
Fifty Two Week Low 42.89
Fifty Two Week Low Change 6.6660004
Fifty Two Week Low Change Percent 0.15542085
Fifty Two Week Range 42.89 - 52.08
First Trade Date Milliseconds 1,599,226,200,000
Five Year Average Return 0.1244447
Full Exchange Name NYSEArca
Fullday Change -0.214001
Fullday Change Percent -0.429979
Fullday Price 49.556
Fund Family Simplify Asset Management
Fund Inception Date 1,599,091,200
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (“ETFs”).
Long Name Simplify US Equity Income ETF
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_678889228
Nav Price 49.7142
Net Assets 151,419,024.0
Net Expense Ratio 0.53
Open 49.71
Phone 614-469-3294
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 49.556
Post Market Time 1,787,959,806
Previous Close 49.77
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.214001
Regular Market Change Percent -0.429979
Regular Market Day High 49.975
Regular Market Day Low 49.51
Regular Market Day Range 49.51 - 49.975
Regular Market Open 49.71
Regular Market Previous Close 49.77
Regular Market Price 49.556
Regular Market Time 1,787,947,200
Regular Market Volume 76,200
Short Name Simplify US Equity Income ETF
Source Interval 15
Symbol SPUC
Three Year Average Return 0.2419722
Total Assets 151,419,024
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 25.517113
Trailing Peg Ratio None
Trailing Three Month Nav Returns 4.82697
Trailing Three Month Returns 4.82697
Triggerable 1
Two Hundred Day Average 48.18973
Two Hundred Day Average Change 1.3662682
Two Hundred Day Average Change Percent 0.028351853
Type Disp ETF
Volume 76,200
Yield 0.043
Ytd Return 9.54584