Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Simplify Stable Income ETF(BUCK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BUCK
10/02/2026: BUCK (1-star) is a SELL. SELL for 1 day. Simulated Profits (6.75%). Updated daily EoD!
The Simplify Stable Income ETF (BUCK) is an actively managed fund that targets yield by combining a base of short-term U.S. Treasury securities with an options-overlay strategy. Its main strengths include the potential for enhanced income beyond standard Treasury instruments and a lower-duration risk profile. Investors should view BUCK primarily as an income-generation tool rather than a capital appreciation play. The main risks include potential underperformance if volatility remains low, the higher expense ratio typical of active funds, and the complexity of the derivatives strategy. It is best suited for income-oriented investors looking to supplement standard cash holdings while remaining comfortable with the mechanics of options-based yield enhancement.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income, not capital appreciation or aggressive equity-style growth. |
| Momentum investor | Weak fit | The fund lacks the price-action characteristics typically sought by momentum traders. |
| Value investor | Mixed fit | While the income focus is consistent, it does not represent a traditional value-equity investment. |
| Dividend/Income investor | Strong fit | The fund is specifically built to generate consistent yield, making it highly suitable for income-seeking portfolios. |
| Low-risk investor | Strong fit | The focus on short-term Treasuries minimizes interest-rate risk, though the options overlay introduces modest complexity. |
Investor Profile
Ideal Investor Profile
Income-focused investors who understand options basics and want to potentially enhance the yield of their cash or short-term bond allocations.
Suitability
Best suited for long-term income-oriented investors rather than active day traders, given the nature of the yield-harvesting strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The options overlay means the fund's income is tied to market volatility, which can fluctuate. |
| Market risk | Low | As a short-duration Treasury-focused fund, it has limited exposure to major equity market swings. |
| Concentration | Medium | The portfolio is concentrated in U.S. government debt, limiting exposure to other asset classes. |
| Tracking/expense | Medium | Active management and options costs result in higher expenses compared to passive Treasury ETFs. |
| Liquidity | Medium | The fund may experience wider spreads compared to massive, highly liquid Treasury benchmarks. |
| Business/sector quality | Low / none | The fund relies on the high credit quality of the U.S. government. |
Risk Analysis
Volatility
BUCK exhibits moderate volatility, driven primarily by the options overlay rather than the stable Treasury core.
Market Risk
The main risks are interest-rate sensitivity and the potential for the options strategy to underperform during specific market cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Short-term U.S. Treasury Securities | 90 | These high-quality debt instruments provide the base yield and capital preservation foundation for the portfolio. |
| Derivatives | Options Overlay (Put Options) | 10 | The options component is designed to generate additional premium income beyond what is provided by the underlying bond holdings. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 5.13% | Avg. Invested days 137 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $517.91M |
| Issuer | Simplify Asset Management |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 7.08% |
| Inception | Oct 27, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.21% |
| 1 Year | +4.98% |
| 3 Year | +5.13% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.81% |
| 3Y Volatility | 2.9% |
| 3Y Sharpe Ratio | 0.17 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Simplify Government Money Market ETF | 100.24% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.