Simplify Tara India Opportunities ETF
$26.35−0.00 (−0.02%)
- Expense ratio
- 1.03%
- Fund size
- $7M
- 1Y return
- −4.9%
- Yield · Last 12 months
- 0.38%
- Holdings
- 28
- Volume · 30D
- 0M sh
- NAV per share
- $26.47
- 52W range
The ETF.net IOPP Grade
Score 46 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.FScore 0Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.AScore 99Category rankRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.CScore 44Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.FScore 23Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.AScore 100Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.DScore 37Category rank
Our read on IOPP
CMost India ETFs hand you the whole index. IOPP goes the other way: an actively managed, roughly 30-stock portfolio of Indian companies picked by bottom-up research, launched by Simplify in 2024.
The fund seeks long-term capital appreciation and invests in equity securities of Indian issuers. It is actively managed and uses bottom-up research to pursue India's long-term growth opportunities.
Why people hold it
- Active by design: a concentrated book of Indian issuers chosen through bottom-up research, not a copy of the MSCI India Index it measures itself against.simplify.us
- Plain packaging: a standard US-listed 1940 Act fund holding Indian equities. No swaps or offshore wrappers to decode.simplify.us
- What is inside matches the label. The portfolio sits squarely in Indian equities, with no style drift into other markets.
Worth knowing
- It charges 1.03% a year, more than broad India index trackers such as FLIN and INDA. Active stock picking is what that buys.
- Small asset base and thin trading, so spreads can run wider than the big India funds. How you place the order matters more here.
- Launched in 2024 with roughly 30 names, so the track record is short and individual stocks move it. Distributions come annually or semiannually.
IOPP Holdings
- Stocks
- 28
- 50%
- ETERNAL LTD
Sectors
- Consumer Discr.40.5%
- Financials16.1%
- Industrials11.1%
- Cons. Staples11.0%
- Health Care8.9%
- Communication8.2%
- Materials3.2%
- Technology1.0%
Geography
- India77.46%
- United States12.96%
- China5.38%
- Canada4.19%
Developed 5% · Emerging 95%
IOPP Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IOPP |
|---|---|
| Year to date | −2.9% |
| 1 month | −2.9% |
| 3 months | +0.8% |
| 1 year | −4.9% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IOPP |
|---|---|---|
| 2026 YTD | −2.9% | |
| 2025 | +1.9% | |
| 2024 | +14.2% |
IOPP in the news
ETF.net Research hasn’t filed on IOPP yet — coverage lands here as it’s written.
IOPP Dividends
- 0.38%
- $0.10
- $0.05 per share
- Quarterly
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Jun 25, 2026 | Jun 30, 2026 | $0.05 |
| Mar 26, 2026 | Mar 31, 2026 | $0.05 |
| Mar 26, 2025 | Mar 31, 2025 | $0.08 |
| Dec 23, 2024 | Dec 31, 2024 | $1.86 |
IOPP Risk
- 15.1%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.20
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −23.6%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.39
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IOPP Cost
- The middle half of India funds
- Median 0.75%
Every other India fund charges less.