MTBA: Agency MBS Carry, Limited Price Upside (Rating Downgrade)

Simplify MBS ETF is downgraded from buy to hold due to compressed mortgage spreads limiting price upside. MTBA's structural carry remains attractive, offering a 6.01% yield over the last 12 months, supporting its role as an income component. The ETF's active management and 0.15% expense ratio are justified by its strategy but are significantly higher than passive peers.

Seeking Alpha • Feb 4, 2026

Non-Cuttable Expenses: A Hidden Opportunity For Financial Growth

Mortgages form the backbone of home affordability in America and represent an expense that cannot be cut without catastrophic household consequences. Utilities are in heavy demand, and operators can raise prices without losing customers. We discuss our top picks from these non-negotiable expenses, offering yields of up to 7.5%.

Seeking Alpha • Jan 16, 2026

Simplify Provides Estimated Capital Gain Distribution Information for 2025

NEW YORK--(BUSINESS WIRE)--Simplify Asset Management announces that it expects to deliver capital gains distributions across ten ETFs.

Business Wire • Dec 12, 2025

MTBA: High-Quality Agency MBS, Great Strategy, Above-Average Yield

The Simplify MBS ETF focuses on newly-issued agency mortgage-backed securities with high coupons. It sports a 6.0% dividend yield, backed by high-quality mortgages. Market conditions are quite favorable to MBS, with these securities outperforming treasuries and bonds for several years.

Seeking Alpha • Nov 19, 2025

MTBA: MBS And Active Carry

The Simplify MBS ETF offers active exposure to agency mortgage-backed securities, prioritizing newer, higher-coupon bonds for enhanced yield and prudent risk management. MTBA's flexible, non-indexed strategy leverages TBA contracts and dollar roll techniques to optimize carry and return, with a competitive net expense ratio of 0.17%. Current macro conditions—wider mortgage spreads, moderating real rates, and a recovering yield curve slope—support a constructive outlook for MTBA's carry and spread compression potential.

Seeking Alpha • Oct 9, 2025

CEFs Are Becoming Less Appealing For Income Investors

The investment case for closed-end funds (CEFs) is weak now due to tight discounts, high leverage costs, and expensive underlying assets. Most CEFs do not deliver sustainable alpha, and lower-fee actively managed ETFs now offer similar exposures with better economics. We have reduced our CEF allocation, favoring alternatives like BDCs, select ETFs, preferreds, and bonds for better value and risk/reward.

Seeking Alpha • Sep 9, 2025

MTBA: A Solid Play On MBS Offering 6% Yield

MTBA ETF invests at least 80% in mortgage-backed securities, primarily from GNMA, FNMA, and FHLMC, focusing on high-yield opportunities. Portfolio construction targets a 3-10 year effective duration, balancing yield with interest rate sensitivity and prepayment risk. MTBA currently offers a 6% annual yield, distributing $0.25 monthly.

Seeking Alpha • Jul 24, 2025

3 Lower Risk High Yield Picks

We look at ways to achieve great income while also minimizing risk. Come alongside High Dividend Opportunities but through secondary opportunities. Less reward, lower risk, but still wonderful income.

Seeking Alpha • Jul 13, 2025

New Simplify ETF Focuses on Energy & Infrastructure

On Wednesday, Simplify Asset Management launched its latest fund, the Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG). An actively managed fund, KNRG looks to offer income with a secondary objective of capital appreciation.

ETF Trends • May 28, 2025

Simplify Rolls Out Small-Cap Strategy ETF

Simplify has expanded its ETF lineup with the launch of the Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) on the NYSE Arca today.  The new fund combines exposure to U.S. small-cap stocks with the potential for monthly income through an options overlay strategy.

ETF Trends • Apr 29, 2025