SPD Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $106.12M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $35.72 - $43.93

6.1 Year SPD Performance Metrics:

Total Return (with DRIP): 80.7% (10.19% CAGR)

Total Return (no DRIP): 76.9% (9.80% CAGR)

Share Price: 67.6% (8.83% CAGR)

Yield on Cost (with DRIP): 3.47%

Total Invested: $10,000

Total Value (with DRIP): $18,074

Total Return $ (with DRIP): $8,074

Dividend Increase: -13.9% (-2.56% CAGR)

Dividend Yield (FWD): 1.92% ($0.80)

SPD 6.1-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

SPD Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

SPD Price CAGR:1Y: 5.72%2Y: 11.51%5Y: 6.29%10Y: 8.88%

SPD Dividend Payments & Yield

Dividend Payments & Yield

SPD Dividend CAGR:1Y: 100.00%2Y: 58.11%5Y: 10.65%10Y: 9.85%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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SPD Dividends Info:

Annual Dividend: $0.8

Forward Yield: 1.92%

Ex-Dividend Date: 2026-09-25

Lifetime Dividends / Share: $2.52

SPD Dividend History: Dates, Payments & Yield list

Below is a schedule of all SPD dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/25/2026	09/28/2026	$0.200	1.9%	1.92%	$41.69
06/25/2026	06/29/2026	$0.100	0.98%	0.97%	$41.17
03/26/2026	03/30/2026	$0.100	1.1%	1.12%	$35.79
12/23/2025	12/25/2025	$0.100	1.01%	1.02%	$39.26
09/25/2025	09/29/2025	$0.100	1.03%	1.02%	$39.37
06/25/2025	06/27/2025	$0.100	1.09%	1.07%	$37.55
03/26/2025	03/28/2025	$0.080	1.01%	1.04%	$30.84
12/23/2024	12/25/2024	$0.100	1.17%	1.2%	$33.37
09/25/2024	09/27/2024	$0.080	0.97%	0.96%	$33.28
06/25/2024	06/27/2024	$0.100	1.23%	1.23%	$32.44
03/25/2024	03/27/2024	$0.100	1.28%	1.27%	$31.39
12/26/2023	12/28/2023	$0.158	2.2%	2.2%	$28.82
09/27/2023	09/29/2023	$0.100	1.53%	1.53%	$26.22
06/27/2023	06/29/2023	$0.210	3.12%	3.11%	$27.04
03/27/2023	03/29/2023	$0.080	1.29%	1.27%	$25.11
12/27/2022	12/30/2022	$0.197	3.24%	3.25%	$24.25
06/27/2022	06/30/2022	$0.164	2.43%	2.47%	$26.47
03/28/2022	03/31/2022	$0.039	0.49%	0.49%	$31.34
12/27/2021	12/30/2021	$0.100	1.2%	1.21%	$33.26
09/27/2021	09/30/2021	$0.071	0.91%	0.93%	$30.43
06/28/2021	07/01/2021	$0.121	1.6%	1.57%	$30.71
12/14/2020	12/18/2020	$0.116	1.78%	1.75%	$26.60

Projected Future Returns & Dividends for SPD

Based on past 6.1-year performance, here are SPD growth metrics:

Share price CAGR of +8.83%
Dividend CAGR of +9.86%

Using SPD CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	SPD (DRIP)	SPD - No DRIP
Current Price	$41.62	$41.62
Start Shares	240.27	240.27
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	293.49	240.27
Dividends Payment	$0.51	$0.51
Annual Dividends	$601	$492
Yield on cost	6.01%	4.92%
Share Price	$97.00	$97.00
Total Dividends	$3,406	$3,042
Final Value	$28,468	$26,348

Estimated Future Value + Dividends - SPD

NOTE: Above numbers are our estimate based on SPD's Dividend and Price CAGR over past 6.1 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

Simplify US Equity PLUS Downside Convexity ETF (SPD) had its IPO on 2020-09-04, and is traded on AMEX stock exchange.

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The downside convexity option overlay strategy includes purchasing exchange-traded and over-the-counter ("OTC") put options on the S&P 500 Index or an S&P 500 Index ETF.

SPD website: https://simplifitech.io