Simplify Gold Strategy PLUS Income ETF
$30.40−0.23 (−0.77%)
- 0.53%
- $34M
- −12.6%
- 25.17%
- 0M sh
- $30.89
- low $29.71high $59.22
The ETF.net YGLD Grade
C
Score 48 out of 100
- 5 of 12
Score 48 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A96 out of 100Rank 1 of 12Mission
Whether the fund did what it promised, tested against its stated mandate.F21 out of 100Rank 6 of 6Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.F18 out of 100Rank 12 of 12Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D27 out of 100Rank 12 of 12Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B55 out of 100Rank 4 of 12
Our read on YGLD
CMost gold-income funds fund their payout by selling away gold's upside. YGLD flips it: roughly 150% gold exposure through futures, with income generated from option spreads written on entirely different markets. Two engines, not one.
The Fund seeks income and capital appreciation through an actively managed gold futures strategy and an income-generating options strategy.
Why people hold it
- At 0.53% a year it is the cheapest fund in its gold-income peer group, undercutting IAUI (0.79%) and IGLD (0.85%) and landing near half the cohort's median fee.
- The income overlay writes short-term option spreads on equity, fixed income and commodity indexes and ETFs, not on gold, so the gold leg's upside is not sold off to pay for yield.simplify.ussimplify.us
- Gold exposure resets to its target quarterly rather than daily, a schedule Simplify designed to reduce the volatility drag that builds up in daily-rebalanced leveraged funds.simplify.ussimplify.us
Worth knowing
- Leverage cuts both ways: aiming for about 150% gold exposure means gold's drawdowns land roughly half again as hard.simplify.ussimplify.us
- A small, thinly traded fund, so bid-ask spreads and execution costs matter more here than with mainstream gold ETFs.
- Launched in December 2024, so the live record is short, and distributions have arrived on an irregular schedule rather than a set monthly one.
YGLD Holdings
- Other
- 19
- 100%
- Gold 100 Oz Futr DEC26
Sectors
- Financials100.0%
Geography
- United States100.00%
YGLD Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.
YGLD$8,744
Returns run to the Oct 12, 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 | YGLD |
|---|---|
| Year to date | −19.7% |
| 1 month | −8.8% |
| 3 months | −2.7% |
| 1 year | −12.6% |
| 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 | YGLD |
|---|---|---|
| 2026 YTD | −19.7% | |
| 2025 | +100.4% | |
| 2024 | −4.2% |
YGLD in the news
First-Year Review
Kurv's silver fund paid $7.70 in year one and still lagged the metal
YGLD Dividends
- 25.17%
- $7.71
- $0.35 per share
- Monthly
Distribution history
YGLD Risk
- 38.0%
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.
- 0.80
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.
- −43.5%
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.
- 0.37
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
YGLD Cost
0.53%
YGLD0.53%
- The middle half of Gold & Metals Option Income funds
- Median 0.92%
No Gold & Metals Option Income fund charges less.
Other funds in Gold & Metals Option Income
- BKGLDKurv Gold Enhanced Income ETFExpense ratio 0.99%1 year return +2.0%
- CGOLYStrategy Shares Gold Enhanced Yield ETFExpense ratio 0.79%1 year return −23.4%
- CGDXYYieldMax Gold Miners Option Income Strategy ETFExpense ratio 1.00%1 year return +2.2%
- CKSLVKurv Silver Enhanced Income ETFExpense ratio 0.99%1 year return +16.5%
- CSLVYFirst Trust Exchange -Traded Fund - FT Vest Silver Strategy & Target Income ETFExpense ratio 0.85%1 year return —