XV is the Simplify Target 15 Distribution ETF, a Other ETF.

What is the expense ratio of XV?

Expense ratio data for XV is shown on the page when available from our data provider.

What are the largest holdings in XV?

Top holdings include SBIL, B 12/31/26 Govt, B 12/3/26 Govt, B 1/28/27 Govt, B 10/15/26 Govt.

How can PortView analyze XV overlap with other ETFs?

PortView computes the holdings overlap between XV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Simplify Target 15 Distribution (XV) ETF Holdings & Analysis

ETFOther

$24.61+0.41%

1-year price historyRange $23.40 – $27.21

52-week range$24.61

$23.40$27.47

What XV does

The Simplify Target 15 Distribution ETF (XV) is designed to deliver a robust 15% annualized income stream, distributed monthly, through the strategic sale of barrier put options. While this approach necessitates accepting a defined risk of loss, limited by specific barrier levels, it presents investors with the potential for notably higher income generation compared to conventional fixed-income investments. Incorporating XV into an investment portfolio introduces a distinctive and differentiated source of potential income, setting it apart from traditional fixed-income products or pure volatility-selling strategies.

Fund profile

Top holdings

	Holding	Weight
	SIMPLIFY E GOVT MONEY MKT ETF	66.56%
	B 12/31/26 Govt	13.31%
	B 12/3/26 Govt	9.58%
	B 1/28/27 Govt	3.49%
	B 10/15/26 Govt	3.04%
	OTC SPX/RTY/NDX WOF 8/20/27 P100/77.5% NC3 EKI	0.59%
	Cash	0.47%
	OTC SPX/RTY/NDX WOF 7/09/27 P100/77.5% NC3 EKI	0.41%
	OTC SPX/RTY/NDX WOF 7/16/27 P100/77.5% NC3 EKI	0.31%
	OTC SPX/RTY/NDX WOF 7/09/27 P100/77.5% NC3 EKI	0.21%

Sector allocation

Cash & Others	30.91%
Financial Services	69.09%

Geographic allocation

Other	28.54%
United States	71.46%

PortView Portfolio Insights

PortView analyzes how XV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze XV in PortView →

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Frequently asked questions

What does XV track?: XV is the Simplify Target 15 Distribution ETF, a Other ETF.
What is the expense ratio of XV?: Expense ratio data for XV is shown on the page when available from our data provider.
What are the largest holdings in XV?: Top holdings include SBIL, B 12/31/26 Govt, B 12/3/26 Govt, B 1/28/27 Govt, B 10/15/26 Govt.
How can PortView analyze XV overlap with other ETFs?: PortView computes the holdings overlap between XV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.