Simplify MBS ETF

MTBA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS.

The Fed hiked rates by 525 basis points over a nearly two-year period, providing attractive yields across all fixed income asset classes. MBS, especially newly issued MBS, are offering great value relative to many other fixed income asset classes right now. The Simplify MBS ETF is a simple approach to investing in the MBS issued by Government-Sponsored Enterprises.

Now Is Still A Great Time To Consider MTBA

Simplify Aggregate Bond Plus Credit Hedge ETF

Simplify Stable Income ETF

Simplify High Yield PLUS Credit Hedge ETF

Simplify Opportunistic Income Etf

Simplify Managed Futures Strategy ETF

Simplify Market Neutral Equity Long/Short ETF

Simplify Macro Strategy ETF

Simplify Commodities Strategy No K-1 ETF

Simplify Hedged Equity ETF

Simplify Enhanced Income ETF

Simplify Tara India Opportunities ETF

Simplify Bitcoin Strategy PLUS Income ETF

Simplify National Muni Bond ETF

Simplify Next Intangible Core Index ETF

Simplify Next Intangible Value Index ETF

Simplify Interest Rate Hedge ETF

Simplify Health Care ETF

Simplify Multi-Qis Alternative ETF

Simplify US Equity PLUS GBTC ETF

Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS QIS ETF

Simplify US Equity Plus Upside Convexity ETF

Simplify Propel Opportunities ETF

Simplify Volatility Premium ETF

Simplify Short Term Treasury Futures Strategy ETF

Simplify Risk Parity Treasury ETF

Simplify Volt RoboCar Disruption and Tech ETF

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2024

Investing in equities and credit markets is challenging due to high valuations; consider mortgage-backed securities for better value. MBS spreads are currently at multi-year highs as investors fear a rapid decline in interest rates and mortgage refinancings. Interest rates may be higher for longer as the U.S. economy remains resilient, and inflation progress has stalled. This should allow MTBA investors to earn an attractive spread vs. treasuries.

MTBA: Asymmetric Risk/Reward - Raise To A Buy

MTBA focuses on newly issued MBS with higher yields and lower duration, reducing risk and volatility. MTBA's exposure to interest rate risk may limit upside potential, but its low credit risk provides stability during downturns. The fund's 6.0% dividend yield is higher than that of treasuries and investment-grade bonds, and is its key selling point.

MTBA: MBS ETF, Above-Average 6.0% Yield

Fed hiked rates by 525bps over a nearly two-year period, providing attractive yields across all fixed income asset classes; but mortgage-backed securities spreads are trading substantially wider than their historical averages. Newly issued MBS, as executed in MTBA, is providing higher yield and less duration than the traditional MBS index. With expectations of a gradual cutting cycle, focused on the front-end, now looks like a great time to consider the simple yet powerful exposure to MBS that is executed inside MTBA.

A Good Time To Consider MTBA

AGNC Investment

Annaly Capital

SL Green Realty

Vornado Realty Trust

This week I want to take a comprehensive look at the current market landscape and some exciting investment opportunities, particularly in real estate and banking sectors.

Four Stocks Set to Soar After the Latest Inflation Numbers

Simplify has developed the MTBA ETF to address the challenges of investing in mortgage-backed securities in a higher interest rate environment. MTBA aims to provide attractive yields with minimal credit risk by investing in newer MBS with higher coupons and shorter durations. The fund's focus on newer MBS sets it apart from older MBS-focused ETFs and makes it an appealing option for income-focused investors.

MTBA: Hits At The Right Time

Simplify Tail Risk Strategy ETF

Simplify Provides Estimated Capital Gain Distribution Information for 2023

Simplify MBS ETF offers short-duration and investment-grade debt for risk-averse bond investors. The ETF focuses on buying newer mortgage-backed securities with higher coupons and yield to maturity. MTBA has already amassed $144m in assets under management and has a management fee of 25bps (waived until October 31, 2024).

MTBA ETF: A Different MBS Strategy

Simplify MBS ETF offers exposure to new-issue mortgage-backed securities with attractive yields and characteristics. The convexity risk from new-issue MBS may be more attractive than credit risk, especially with credit spreads at historic lows. While the strategy looks interesting, I am hesitant to recommend it at the moment without more information about MTBA's distribution policies and target returns.

MTBA: First Look AT Novel Play On Mortgage-Backed Securities

Simplify Asset Management has launched its latest exchange-traded fund, the Simplify MBS ETF (NYSE Arca: MTBA). MTBA invests in mortgage-backed securities.

Simplify Invests in MBS With New MTBA ETF

NEW YORK--(BUSINESS WIRE)--Simplify launches MTBA ETF, focused on providing exposure to newer Mortgage Backed Securities (MBS) issued in 2023.

News for Simplify MBS ETF ETF (MTBA)