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SPUC · Simplify US Equity Income ETF

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$48.15
+1.5% · 1 day, price
IQ’s readingComputed nightly from ETFIQ data. Not written live.

SPUC is actively managed and returned +11.1% over the past year.

What drove SPUC’s returns?Is a 0.53% fee low for a fund like SPUC?What does SPUC cost to hold and to trade?
Equity fund · Actively managedExpense ratio 0.53%Fund assets $259m on Nov 3, 2026First traded Sep 4, 2020Benchmark Its own holdings, as of Jun 30, 2026; its prospectus names no index it tracksSEC filings ↗Dividend history

SPUC returned +11.1% over the year to Nov 4, 2026, charges 0.53% a year and holds $259m in net assets on Nov 3, 2026.

Promise check: Not measuredIt names no index it tracks.

Compare with…Trading costsPut to the committeeaskIQ about SPUCAdd to portfolioAlerts

SPUC risk and return scorecard

vs its own holdings

Not measured: its benchmark is its own holdings, which has no weekly price series.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records; risk-free rate: U.S. Treasury, Daily Treasury Bill Rates, 13-week coupon equivalent Method · Data

What you earned

SPUC −1.2%: total return over one month to Nov 4, 2026.
SPUC−1.2%
SPUC −0.9%: total return over three months to Nov 4, 2026.
SPUC−0.9%
SPUC +5.0%: total return over six months to Nov 4, 2026.
SPUC+5.0%
SPUC +11.7%: total return over the year to Nov 4, 2026.
SPUC+11.7%
SPUC +11.1%: total return over one year to Nov 4, 2026.
SPUC+11.1%
SPUC +92.1%: total return over three years to Nov 4, 2026.
SPUC+92.1%
SPUC +66.6%: total return over five years to Nov 4, 2026.
SPUC+66.6%
SPUC +141.2%: total return since launch to Nov 4, 2026.
SPUC+141.2%
askIQ: what drove SPUC’s returns? ↗

How concentrated, and what does it cost?

No index, actively managed
+11.1%
Total return, 1 year
Report
0.53%
Expense ratio
Report
1
Holdings
Report
−2.1%
Below its high
Report
14.2%
12-month yield, capital gains included, on its starting price
Report
$0.60
Last payment (paid monthly), ex-date Oct 27, 2026
Report
Sector mix
Cost against like funds
askIQ: is a 0.53% fee low for a fund like SPUC? ↗

More on SPUC

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Price and total return, 1 year

$48.15+1.5%1 day, priceClose, Nov 4, 2026

Total return adds every distribution, reinvested. Computed by ETFIQ from Tiingo daily prices.

Source: Tiingo end-of-day prices. Data as of Nov 4, 2026. Updated every trading night. Report a data error

Points (pts) are percentage points.

SPUC returns by window: total return, cash paid and price change
WindowTotal returnS&P 500 (SPY)
1M Oct 5 – Nov 4, 2026−1.2%−1.0%
3M Aug 5 – Nov 4, 2026−0.9%−0.1%
6M May 6 – Nov 4, 2026+5.0%+5.0%
YTD Dec 31, 2025 – Nov 4, 2026+11.7%+13.3%
1Y Nov 4, 2025 – Nov 4, 2026+11.1%+14.8%
3Y Nov 3, 2023 – Nov 4, 2026+92.1%+82.9%
5Y Nov 5, 2021 – Nov 4, 2026+66.6%+75.0%
Since launch Sep 4, 2020 – Nov 4, 2026+141.2%+143.7%
Since launch, annualised Sep 4, 2020 – Nov 4, 2026+15.3%–

Total returns, distributions reinvested.

Source: Tiingo end-of-day prices, with distributions reinvested.

SPUC key stats

52-week high, daily closes to Nov 4, 2026 (ETFIQ)$51.28 on Dec 11, 2025
52-week low, daily closes to Nov 4, 2026 (ETFIQ)$42.89 on Mar 30, 2026
Close on Nov 4, 2026, within that range (ETFIQ)$48.15, 63% of the way from the low to the high
Holdings1
Top ten weight99.7%
Range, beta and R-squared computed by ETFIQ from Tiingo daily prices.

Trading

as of Nov 4, 2026
Trading · SPUCas of Nov 4, 2026
·
Not scored2 of 6 measured · Nov 4, 2026
0 · Hard to tradeIQ Liquidity Score100 · Trades like a giant
Cost for your order · one way, half its 30-day median spread
How to tradeSpread not read.
Full trading page: components, premium history, dealers →

SPUC for holders outside the US

US tax withheld on dividends, no treaty30%
Treaty rates on dividends (IRS table, read Oct 30, 2026)65 countries, 10% to 30%
SPUC interest-related and short-term gain dividendsnot read by ETFIQ
US estate tax filing threshold, non-resident holders$60,000
Share classDistributing

SPUC is a US fund. Stock of US corporations counts as US property for a non-resident's estate. Facts from the IRS, not tax advice. How withholding and treaties work

About SPUC

What it tracksNo index, actively managed
Fund typeEquity fund
Category (ETFIQ)Stocks · U.S. large-cap blend
Expense ratio (485BPOS XBRL, Oct 28, 2026)0.53%
Price$48.15
First tradedSep 4, 2020
Net assets (issuer page, as of Nov 3, 2026)$259mReport
Benchmark (ETFIQ, from its filings)Its own holdings, as of Jun 30, 2026; its prospectus names no index it tracks
SPUC, Jun 30, 2026 to Oct 30, 2026+1.16%
Its book of Jun 30, 2026, the same days (ETFIQ, measured on 100% of the book by weight)+1.67%
Against its own holdings (ETFIQ)−0.51 pts
Below its high (ETFIQ)−2.1%
Holdings1
Top ten weight99.7%
Cash, not in the top ten0.3%
Holdings as of (SEC N-PORT)Jun 30, 2026
Already in the S&P 500, by weight (ETFIQ)0.0%
Active share vs the S&P 500 (ETFIQ)100.0%
Already in the Nasdaq-100, by weight (ETFIQ)0.0%
IQ Investment Committee on SPUC

12 seats on SPUC, as of Nov 4, 2026: 2 Supports, 1 Mixed, 3 Challenges, 5 Not enough data, 1 Does not apply.

In the tradition ofJohn BogleBogle-style Low CostMixed
In the tradition ofBenjamin GrahamGraham-style Margin of SafetyDoes not apply
In the tradition ofWarren Buffett & Charlie MungerBuffett & Munger-style QualityNot enough data
In the tradition ofPeter LynchLynch-style Growth at a Reasonable PriceNot enough data
In the tradition ofJohn TempletonTempleton-style Global ContrarianNot enough data
In the tradition ofRay DalioDalio-style All-WeatherChallenges
In the tradition ofHoward MarksMarks-style Cycles & RiskChallenges
In the tradition ofStanley DruckenmillerDruckenmiller-style Macro & LiquidityChallenges
In the tradition ofDavid SwensenSwensen-style DiversificationSupports
In the tradition ofCathie WoodWood-style Disruptive InnovationNot enough data
In the tradition ofJesse LivermoreLivermore-style Trend FollowingSupports
Uses ETFIQ’s measuresThe ETFIQ SkepticETFIQ’s own seatNot enough data
Put SPUC to the committee →See all seats →No investor named is affiliated with or endorses ETFIQ. Not investment advice.

Questions people ask about SPUC

How has SPUC performed?
Over the year to Nov 4, 2026, SPUC returned +11.1% with distributions reinvested. Over three years the number is +92.1%.
What does SPUC cost?
The prospectus expense ratio is 0.53% a year.
What does SPUC hold?
1 position as filed for Jun 30, 2026, with the top ten at 99.7% of the fund. 0% of its weight is in stocks the S&P 500 also holds.
How far is SPUC below its high?
2.1% below its high of Oct 6, 2026, measured on the reinvested series to Nov 4, 2026.
Sources and dates
Prices, SPUC and S&P 500 (SPY)Tiingo end-of-day · Nov 4, 2026
Fee, 0.53%Prospectus filing with the expense ratio (SEC) ↗
Net assets, $259mIssuer page · Nov 3, 2026
SourceHoldings filing (SEC Form N-PORT) ↗
IssuerSimplify website ↗
All fund filingsFund filings on SEC EDGAR ↗
Simplify’s own site ↗

Links are sources, not endorsements.

Method →Standards and sources →Open data →
Cite this pageCitation, APA and Markdown

ETFIQ, SPUC, stock fund, data as of Nov 4, 2026. https://etfiq.com/funds/spuc

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.

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SPUC: SPUC over 1 year: total return +11.1%. Data to Nov 4, 2026.
<figure style="margin:0;max-width:640px">
<iframe src="https://etfiq.com/embed/core/spuc/" title="SPUC: SPUC over 1 year: total return +11.1%. Data to Nov 4, 2026." width="640" height="370" loading="lazy" style="border:0;max-width:100%;width:100%"></iframe>
<figcaption style="font:13px/1.5 sans-serif">SPUC: SPUC over 1 year: total return +11.1%. Data to Nov 4, 2026. Data: <a href="https://etfiq.com/funds/spuc">ETFIQ</a></figcaption>
</figure>

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