See what your fund actually adds
Simplify US Equity Income ETF SPUC
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SPUC | Replication |
|---|---|---|
| Annualized growth | 13.0% | 14.6% |
| Annualized volatility | 21.0% | 19.7% |
| Sharpe ratio | 0.69 | 0.79 |
| Maximum drawdown | 28.3% | 29.6% |
| Replication fit (R²) | 0.90 · Tracking error 6.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model SPUC’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 49.0% |
| XLK | Sector · Technology | 20.2% |
| LRGF | Factor · Multi-Factor | 15.8% |
| VBR | Small-Cap · Value | 15.1% |