Simplify Volatility Premium ETF (2024)

FAQs

How does SVOL make money? ›

About Simplify Volatility Premium ETF

In pursuing its investment objective, the fund primarily purchases or sells futures contracts, call options, and put options on VIX futures.

What is SVOL's 50-day moving average? SVOL's 50-day moving average is 22.34, which suggests SVOL is a Sell. What is SVOL's 200-day moving average? SVOL's 200-day moving average is 21.41, which suggests SVOL is a Buy.

SVOL has a dividend yield of 16.77% and paid $3.67 per share in the past year. The dividend is paid every month and the last ex-dividend date was Mar 25, 2024.

The largest Low Volatility ETF is the iShares MSCI USA Min Vol Factor ETF USMV with $23.41B in assets. In the last trailing year, the best-performing Low Volatility ETF was FDLO at 12.61%. The most recent ETF launched in the Low Volatility space was the THOR Low Volatility ETF THLV on 09/12/22.

An investment in the fund involves risk, including possible loss of principal. The fund is actively-managed is subject to the risk that the strategy may not produce the intended results. The fund is new and has a limited operating history to evaluate.

When is SVOL dividend payment date? SVOL's next quarterly payment date is on Mar 28, 2024, when SVOL shareholders who owned SVOL shares before Mar 25, 2024 received a dividend payment of 0.3 per share.

First, SVOL uses only about 0.25x buying power when shorting VIX futures whereas SVXY uses 0.50x buying power so it uses twice as much buying power which will help it outperform when VIX is declining or flat but also underperform when VIX is raging.

The Simplify Volatility Premium ETF (SVOL) seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths (-0.2x to -0.3x) the inverse of the performance of the S&P 500 VIX short-term futures index while also seeking to mitigate extreme volatility.

What type of ETF is SVOL? ›

The Simplify Volatility Premium ETF (SVOL) seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths (-0.2x to -0.3x) the inverse of the performance of the Cboe Volatility Index (VIX) short-term futures index while also seeking to mitigate extreme ...

The SVOL ETF aims to track the performance of the index that represents the overall performance of publicly traded companies domiciled in Russia or companies generating at least 50% of their revenues in Russia.

In contrast, the riskiest ETF in the Morningstar database, ProShares Ultra VIX Short-term Futures Fund (UVXY), has a three-year standard deviation of 132.9. The fund, of course, doesn't invest in stocks. It invests in volatility itself, as measured by the so-called Fear Index: The short-term CBOE VIX index.

The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.80B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 12.08%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.

SVOL seeks to provide the daily investment results of -0.2x to -0.3x of the performance of the S&P 500 VIX short-term futures index. The fund primarily purchases or sells futures contracts, call options, and put options on the VIX futures to pursue its investment objective.