Simplify Volatility Premium ETF

    $SVOL · Simplify · tracks Actively Managed (VIX Short Strategy) · since 2021

    Dividend yield

    15.50%

    Expense ratio

    0.72%

    Assets

    $1.2B

    About SVOL

    Actively managed ETF seeking to profit from the VIX futures term structure by shorting VIX futures at roughly -0.2x to -0.3x exposure, hedged with far-OTM VIX calls. Distributes the volatility risk premium as monthly income.

    Sector exposure

    • Fixed Income / Cash100.0%

    How StockWorthy analyses SVOL

    ETFs hold companies rather than generating cash flow themselves, so SVOL is assessed on cost, income and the valuation of what it owns: the expense ratio, the current yield against its own 16.00% long-run average, and a holdings-weighted P/E and growth rate built from the underlying positions. Figures are educational and not investment advice.

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