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

SVOL: The 'Carry Trade' Of Volatility That Few Know

SVOL is a short volatility ETF with a return target of -0.2x / -0.3x to the VIX. In my opinion, it is not a “buy & hold” ETF due to its strongly cyclical nature. It has a competitive distribution, today above 19%, which in certain contexts helps to smooth volatility.

Seeking Alpha • Nov 6, 2025

Only 6 Broad ETFs Are Down This Year — Here's Their Cardinal Sin

It's been tough to lose money on ETFs this year — nearly every actively traded U.S. diversified ETF is up in 2025 so far. But there's a tiny number of unlucky ETFs sinking amid a rising tide.

Investors Business Daily • Sep 11, 2025

SVOL: Downgrade To Hold On Strategy Shift

I downgrade SVOL to hold due to increased risk from management shifting away from stable Treasuries into more volatile equity positions. SVOL's yield remains high, but NAV has dropped over 20%, undermining capital preservation and future income sustainability. Active management's response to rate cuts and VIX spikes has made the portfolio more volatile and less resilient to market shocks.

Seeking Alpha • Sep 6, 2025

Why I'm Downgrading SVOL To A "Hold"

SVOL offers a less risky, income-producing volatility-selling strategy, making it easier to hold than more aggressive or levered volatility ETFs. Recent underperformance is modest relative to peers, but risk mitigation reduces capital efficiency and fees remain a drawback. Near-term caution is warranted due to S&P 500 concentration, negative seasonality, and potential volatility spikes in September/October.

Seeking Alpha • Sep 6, 2025

31 June Ideal 'Safer' Monthly Paying Dividend Stocks And 80 Funds

June U.S. exchange-traded monthly paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks-by-yield (80); 2. Stocks-by-price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by yield >10% (80); 4. ‘Safer' Ideal-Dividend-Equities by Cash-Flow-Margins. Analyst estimates suggest top MoPay stocks could net 16.48% to 33.67% gains by June 2026, with an average net gain of 23.57% and higher-than-market risk. The dogcatcher rule highlights 31 'safer' MoPay stocks where dividends from $1K invested exceed share price, positive returns, and strong free cash flow coverage.

Seeking Alpha • Jul 1, 2025

SVOL: Portfolio Retreats From Equities After Failed Recovery, But Correction May Reoccur

SVOL's portfolio is now more conservative, shifting from leveraged equities to bonds, reducing downside risk in future corrections. The VIX term structure has normalized to contango, allowing SVOL to generate higher premiums and sustain a yield near 20%. Despite improved positioning, I remain speculatively bearish on SVOL due to overvalued US stocks and persistent macroeconomic risks.

Seeking Alpha • Jun 24, 2025

SVOL: Why This Actively Managed Volatility ETF Still Warrants A Look

The Simplify Volatility Premium ETF trades at a 17.8% distribution rate, benefiting from selling short-term VIX futures, but struggles during market crises. SVOL's strategy involves selling volatility and using hedges like out-of-the-money VIX calls, making it less capital efficient but potentially more stable. Despite recent poor performance, SVOL's active management and diversified approach make it a compelling long-term volatility selling ETF.

Seeking Alpha • May 15, 2025

SVOL: The Easy Money Has Been Made, Time To Sell (Downgrade)

On April 7, I rated the Simplify Volatility Premium ETF (SVOL) a Strong Buy due to extreme market fear and VIX backwardation. The VIX has since normalized, greed is back, and SVOL has rallied, reducing its upside potential and increasing the risk potential. Therefore, I am downgrading SVOL to a Sell. Some parts of SVOL's portfolio have shifted to a more defensive stance, with increased Treasury holdings, reduced equity exposure, and further-dated VIX short positions, signaling caution.

Seeking Alpha • May 15, 2025

SVOL: Changing Holdings Show An Apparent Failure Of Strategy

SVOL's original strategy of shorting the VIX has failed due to sustained high volatility, leading to negative returns and heightened risks for investors. The fund has pivoted to a new, incoherent strategy involving leveraged S&P 500 futures and options, which carries significant downside risks. Current economic and political uncertainties, including the US-China trade conflict and mixed Fed signals, are likely to maintain high volatility levels.

Seeking Alpha • May 12, 2025