Simplify VettaFi Private Credit Strategy ETF

Data updated: 2026-05-27

C000263092 — Simplify VettaFi Private Credit Strategy ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Equity · $1.96M AUM · 0.76% expense ratio. From SEC regulatory filings.

C000263092 Fund Overview

Simplify VettaFi Private Credit Strategy ETF is a US mutual fund managed by Simplify Exchange Traded Funds, categorised as United States Multi-Cap / All-Cap Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Simplify Exchange Traded Funds
  • Category: United States Multi-Cap / All-Cap Equity
  • Assets under management: $1.96M
  • SEC CIK: 0001810747
  • SEC series ID: S000094559
  • Share class ID: C000263092

C000263092 Holdings

Top 5 holdings of Simplify VettaFi Private Credit Strategy ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
United States Treasury Bills76.00%
Simplify Exchange Traded Funds20.16%
Bnp Paribas1.78%
United States Treasury Bills1.02%
Dreyfus Trsy Oblig Cash M0.48%

View all C000263092 holdings

C000263092 Portfolio Allocation

Asset-class allocation of Simplify VettaFi Private Credit Strategy ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income77.0%
Equity20.2%
Derivatives1.5%
Cash & Equivalents0.5%

C000263092 Performance

Total returns for C000263092 (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-11.9%

C000263092 Costs and Fees

C000263092 costs about $76 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.76%
  • Gross expense ratio: 0.76%

C000263092 Cashflows

Over the 12 months to 2026-03, Simplify VettaFi Private Credit Strategy ETF had net inflows of $2.50M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$0
2026-02$0
2026-01$0
2025-12$0
2025-11$0
2025-10$0

C000263092 Debt Constituents

Largest debt holdings of Simplify VettaFi Private Credit Strategy ETF by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury Bills76.00%
United States Treasury Bills1.02%

C000263092 Prospectus and SEC Filings

Official Simplify VettaFi Private Credit Strategy ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Multi-Cap / All-Cap Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.