2 weeks ago - seekingalpha.com

The Simplify Volatility Premium ETF (SVOL) has returned a little over 7% with distributions, but a buy-and-hold of the S&P 500 would have returned almost double that. SVOL aims to short the VIX at a rate of ~0.25X and generate income from its positions, providing shareholders an annualized distribution yield of about 15%. The fund has improved in executing its strategy, but the construction of SVOL is not likely to outperform during a bull market in equities.

1 month ago - seekingalpha.com

Simplify Volatility Premium ETF generates income by selling VIX futures and investing in income-producing securities like high-yield and government bonds. The SVOL ETF also buys out-of-the-money VIX calls to hedge against tail risks and cap potential losses. Despite the low current VIX levels, the strategy may still be effective depending on the forward VIX futures curve and potential future events.

1 month ago - seekingalpha.com

YieldMax NVDA Option Income Strategy ETF fails to outperform the single stock it follows, Nvidia Corp.

2 months ago - seekingalpha.com

Simplify Volatility Premium ETF has a high yield of 16% that might startle some, but there is reason to think it can deliver. SVOL's strategy involves shorting VIX futures contracts and investing in fixed-income assets to provide a stable source of income. The fund has performed well since its inception, beating the S&P 500 and consistently paying monthly dividends.

2 months ago - seekingalpha.com

The Simplify Volatility Premium ETF aims to generate income by selling futures on the CBOE Volatility Index. SVOL has experienced some NAV erosion but has maintained a relatively stable level and outperformed the S&P 500 total return since its inception. The fund has made significant changes to its holdings, reducing exposure to the aggregate bond index and increasing investments in high yield credit, T-Bills, and new-issue mortgages.

3 months ago - seekingalpha.com

Simplify Volatility Premium ETF is a popular income-generating ETF with an yield of 16% by betting against VIX. Many people are concerned that it may not be relevant to "short" VIX when VIX is so low as it is. The fund continues to outperform the overall market in total returns as well as risk-adjusted returns.

3 months ago - seekingalpha.com

SVOL is a complex ETF that uses the volatility index, not stocks, as a primary driver of returns and cash distribution.

4 months ago - seekingalpha.com

SVOL utilizes a volatility selling strategy by selling VIX futures one month out instead of the front month future.

5 months ago - seekingalpha.com

Simplify Volatility Premium ETF receives a buy rating after addressing concerns regarding dividend distributions and underlying holdings changes. Return of capital distributions have ended, signaling a shift in strategy by portfolio managers. SVOL has reduced its holdings of CYA and added VIX call options, improving its position in the market.

6 months ago - seekingalpha.com

SVOL is a well-designed income ETF that hedges out black-swan convexity risk. The ETF sells VIX futures to generate yield, producing a similar income but a superior risk profile to other income ETFs. While we expect the yield to remain solid, the AUM of the strategy may decline in coming weeks and months, potentially impacting absolute returns.

6 months ago - seekingalpha.com

Volatility funds have become popular for gaining exposure to the S&P 500 volatility index, but there are risks involved. The Simplify Volatility Premium ETF offers a different approach to shorting the VIX with a hedging strategy and lower risk exposure. Recent distribution trends and the low VIX make SVOL less attractive for investment at the moment.

6 months ago - businesswire.com

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

6 months ago - seekingalpha.com

Imagine stocks or funds that pay out their dividends once a month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst awaiting money is reduced by 300% or more! These December U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net gains include: 1. Stocks by yield (79); 2. Stocks by price upside (30); 3. Closed-End-Investments, Exchange-Traded Funds & Notes (CEICs/ETFs/ETNs) by yield >9.5% (80). Items: 1. Top MoPay stock gains; 2. Overall best MoPay gainers; 3. Funds vs. Equities; 4. Fund risks/rewards. All per prices as of 12/8/23.

7 months ago - seekingalpha.com

Recreating Simplify Volatility Premium ETF's strategy using short volatility ETFs is possible and provides us insight into SVOL's potential flaws. ProShares Short VIX Short-Term ETF and Volatility Shares' -1x Short VIX Futures ETF offer investors access to ETF-only portfolio strategies that can provide short volatility exposure. These strategies are unique because they give investors access to gains via capital gains, not current income. The strategies perform wildly different based on varied backtests.

7 months ago - seekingalpha.com

Simplify Volatility Premium ETF has changed its dividend distribution to primarily return of capital distributions, indicating a struggle to meet consistent income targets. My rating has changed to hold over concerns of these RoC distributions continuing moving forward. SVOL has changed its hedging strategy to incorporate the Simplify Tail Risk Strategy ETF, which may introduce additional risks to the fund's strategy and prove as an inefficient hedge.

7 months ago - seekingalpha.com

It is possible to build a high yield portfolio and substantially beat the market (S&P 500) on total return. Aggressive yield growth is possible for even a high yield portfolio. A quality high yield portfolio does not shrink but can grow your principal beyond inflation.

8 months ago - seekingalpha.com

I decided to sell my entire position in the Simplify Volatility Premium ETF due to recent changes in its portfolio and strategy. SVOL has deviated from its core strategy by adding significant positions in the Simplify Aggregate Bond ETF and the iShares iBoxx $ Investment Grade Corporate Bond ETF. Furthermore, in the short-term, an escalating Israel/Hamas war risks causing volatility to spike. So caution is warranted.

8 months ago - seekingalpha.com

SVOL ETF has made major changes to its core bond holdings, shifting away from T-Bills and short-term corporate bond ETFs. The fund has increased its holdings in AGGH, LQD, and TIPS, indicating a change in strategy and macro outlook. The managers potentially expect reduced volatility, steady rates, and strength in corporate debt. The move to TIPS allows the managers to shift risks.

8 months ago - seekingalpha.com

Imagine stocks or funds that pay out their dividends once a month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These October U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (82); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by-yield >9.5% (80).

9 months ago - seekingalpha.com

SVOL is an income-oriented ETF that sells VIX futures to generate revenue. The fund takes advantage of the mean-reverting tendencies found in volatility markets and profits when the VIX is flat or going down. SVOL hedges the downside with VIX call options, making it much less susceptible to black-swan events.

9 months ago - seekingalpha.com

SVOL continues to outperform the markets and is one of my favorite income ETFs. I've been asked about what happens to SVOL under different scenarios including several black swan events like what we saw in 2018 & 2020 where several funds shorting VIX blew up. I will look under the hood of the fund and demonstrate how exactly different scenarios would affect the fund. The risk of the fund blowing up is extremely small.

10 months ago - seekingalpha.com

SVOL generates yield by shorting VIX futures and hedging its short position with call options. SVOL has low volatility, high yield, and a low correlation with most other assets. Over the last year, the fund has suffered a price decline of 3.11% but is up 15.34% on a total return basis.

10 months ago - seekingalpha.com

Simplify Volatility Premium ETF is a high-yielding income generating fund that sells VIX premiums to generate income. SVOL has been holding up well in the last month despite VIX being up 20%, with a 0.34% increase in the last month. SVOL has outperformed the overall market since its inception, with a total return of 24% compared to SPY's 11%.

10 months ago - seekingalpha.com

The Simplify Volatility Premium ETF seeks to offer investment results that align with approximately -0.2x to -0.3x the inverse performance of the Cboe Volatility Index short-term futures index. SVOL stands out as the first ETF to combine inverse VIX exposure with a dynamic hedge. By leveraging the common occurrence of contango and the concept of mean reversion, SVOL offers investors an opportunity for enhanced yield, though not without inherent risks.

10 months ago - seekingalpha.com

The Simplify Volatility Premium ETF has gained popularity among investors seeking current income and inversely correlated exposure to the VIX. The growth in AuM has been propelled by the recent outperformance of the S&P 500 and very attractive yield of 17%. SVOL offers income generation, tactical tools for negative correlation to the VIX, and asset class diversification through one instrument.