VCAR

Simplify Volt RoboCar Disruption and Tech ETF
*Unless otherwise stated, data provided by FactSet.

VCAR Fund Description

VCAR actively selects a narrow portfolio of companies globally that focus on autonomous driving. The fund may use options to leverage performance.

VCAR Factset Analytics Insight

VCAR provides a concentrated portfolio of stocks globally that derive a significant portion of their revenue from robocar disruption and related technology. The issuer defines robocar disruption as companies that focus on or benefit from the development of autonomous transportation, electric energy companies (including electric battery storage technologies), and artificial intelligence companies as it applies to self-driving technology. VCAR’s strategy is all about conviction in the holdings. The fund advisor will also use put and call options to potentially leverage the performance of the underlying.

VCAR MSCI ESG Analytics Insight

Simplify Volt RoboCar Disruption and Tech ETF has an MSCI ESG Fund Rating of A based on a score of 5.75 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Simplify Volt RoboCar Disruption and Tech ETF ranks in the 39th percentile within its peer group and in the 55th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 07/22/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
VCAR 3.79% -6.68% -- -- -- -- --
VCAR (NAV) 3.54% -4.44% -12.57% -- -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

VCAR Summary Data

Simplify
12/28/20
Open-Ended Fund
1.09%
$2.01M
$33.25K
0.85%

VCAR Portfolio Data

$450.25B
74.46
8.05
--
N/A
197

VCAR Index Data

No Underlying Index
Proprietary
Proprietary
N/A

VCAR Portfolio Management

1.09%
--
--
--

VCAR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

VCAR Fund Structure

Open-Ended Fund
No
N/A
-- / --
N/A
N/A
High
Daily

VCAR Factset Analytics Block Liquidity

As of 07/23/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of VCAR. VCAR is rated a N/A out of 5.

VCAR Tradability

3,077
$33.25K
1,097
$12.63K
0.85%
$0.10
0.02%
3.50% / -99.63%
None
60.00%
25,000
0.04
0.17%
--
0
$11.42
N/A

VCAR Top 10 Holdings

Tesla Inc 15.62%
6.99%
4.37%
100.00%

VCAR Countries


VCAR
Segment Benchmark
95.46%
--
1.78%
--
0.63%
--
0.53%
--
0.32%
--
0.29%
--
0.29%
--
0.27%
--
0.26%
--
0.17%
--

VCAR Regions


VCAR
Segment Benchmark
95.78%
--
2.07%
--
1.88%
--
0.27%
--

VCAR Economic Development


VCAR
Segment Benchmark
99.71%
--
0.29%
--

VCAR Performance Statistics

--
--
--
--
0.00%
N/A

VCAR MSCI ESG Ratings

5.75 / 10
55.13
38.94
1.87%
23.17%
67.26

VCAR Benchmark Comparison Holdings

197
--
--
0.00%

VCAR Benchmark Comparison Summary


VCAR
Segment Benchmark
197
--
$450.25B
--
74.46
--
8.05
--
0.47%
--
High
High

VCAR Benchmark Comparison Market Cap Size


VCAR
Segment Benchmark
93.07%
--
6.86%
--
0.00%
--
0.00%
--