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VFIN ETF — Holdings & Analysis

The Simplify Volt Fintech Disruption ETF (VFIN) is a non-diversified equity ETF with $0.00B in assets under management. Launched in December 2020, VFIN targets companies involved in financial technology disruption.

With an expense ratio of 1.03%, it focuses on both U.S. and foreign equity securities within the fintech sector. The fund's strategy emphasizes high-growth potential, reflected in its concentrated holdings within the technology and financial services sectors. Past performance does not guarantee future results.

Simplify Volt Fintech Disruption ETF (VFIN) ETF — Price, Holdings & Analysis

The Simplify Volt Fintech Disruption ETF (VFIN) is a non-diversified equity ETF with $0.00B in assets under management. Launched in December 2020, VFIN targets companies involved in financial technology disruption. With an expense ratio of 1.03%, it focuses on both U.S. and foreign equity securities within the fintech sector. The fund's strategy emphasizes high-growth potential, reflected in its concentrated holdings within the technology and financial services sectors. Past performance does not guarantee future results.

ETF Overview

The adviser and sub-adviser seek to achieve the fund's investment objective by investing in U.S. and foreign equity securities and equity securities of companies engaging in activities that are consistent with the fund's investment theme of financial technology disruption. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in domestic and foreign securities of companies that are engaged in the fund’s investment theme. It is non-diversified.
VFIN aims to capture the growth potential of companies disrupting the financial technology sector. The fund invests at least 80% of its net assets in companies engaged in this theme, making it a focused play on fintech innovation. VFIN is non-diversified, meaning its portfolio is more concentrated than many broad-market ETFs. Its top holdings include Shift4 Payments Inc Class A (12.86%), Upstart Holdings Inc Ordinary Shares (10.15%), and Block Inc Class A (9.41%). The fund's sector allocation is heavily weighted towards Technology (49.8%) and Financial Services (24.9%), with a smaller allocation to Consumer Cyclical (16.7%). This concentration reflects a deliberate strategy to target companies at the forefront of fintech disruption. Investors should note that the fund's performance is closely tied to the success of these specific companies and sectors. Past performance does not guarantee future results.

Risk Metrics

VFIN's non-diversified nature and concentrated sector allocation introduce specific risks. The fund's heavy weighting in Technology (49.8%) and Financial Services (24.9%) means that its performance is highly sensitive to the performance of these sectors. A downturn in either sector could significantly impact VFIN's returns. The fund's expense ratio of 1.03% is higher than the category average, which can create a drag on performance over time, especially if the fund underperforms its benchmark. The fund's top holdings, such as Shift4 Payments Inc Class A (12.86%) and Upstart Holdings Inc Ordinary Shares (10.15%), represent a significant portion of the portfolio, increasing concentration risk. Investors should be aware of these factors when considering VFIN. Past performance does not guarantee future results.

Expense Ratio

1.03%

What does VFIN hold?

HoldingWeight
Shift4 Payments Inc Class A (FOUR)12.86%
Upstart Holdings Inc Ordinary Shares (UPST)10.15%
Block Inc Class A (SQ)9.41%
Shopify Inc Registered Shs -A- Subord Vtg (SHOP)4.93%
Tesla Inc (TSLA)4.74%
SoFi Technologies Inc Ordinary Shares (SOFI)4.39%
MercadoLibre Inc (MELI)4.00%
Sea Ltd ADR (SE)3.80%
Toast Inc Class A (TOST)3.47%
PayPal Holdings Inc (PYPL)3.11%

How Is the Fund Allocated?

SectorWeight
Technology49.8%
Financial Services24.9%
Consumer Cyclical16.7%
Communication Services8.1%
Healthcare0.2%
Consumer Defensive0.2%
Industrials0.1%
Utilities0.0%
CountryWeight
United States31.4%
Netherlands1.4%
Israel0.3%
Canada3.7%
Uruguay1.7%
Singapore1.8%
Other59.7%

Dividend Yield

0.00%

Risk Metrics

  • Beta: 0.00

Questions & Answers

What is VFIN and what does it track?

The Simplify Volt Fintech Disruption ETF (VFIN) is a non-diversified equity ETF that focuses on companies involved in financial technology disruption.

The fund invests at least 80% of its net assets in domestic and foreign securities of companies that are engaged in the fund’s investment theme.

What is the expense ratio for VFIN?

The expense ratio for VFIN is 1.03%. This means that for every $10,000 invested in the fund, $103 is deducted annually to cover operating expenses.

This expense ratio is higher than the category average for equity ETFs, which can impact the fund's overall returns, especially over longer periods. Investors should consider the expense ratio when evaluating VFIN's potential performance. Past performance does not guarantee future results.

What are the top holdings in VFIN?

The top holdings in VFIN are concentrated in a few key companies within the fintech sector.

As of 2026-03-15, the top three holdings are Shift4 Payments Inc Class A (FOUR) at 12.86%, Upstart Holdings Inc Ordinary Shares (UPST) at 10.15%, and Block Inc Class A (SQ) at 9.41%.

Is VFIN a good long-term investment?

Whether VFIN is a suitable long-term investment depends on an individual's investment goals and risk tolerance. VFIN offers exposure to the high-growth potential of the fintech sector, but its non-diversified nature and concentrated holdings also introduce specific risks.

The fund's expense ratio of 1.03% is higher than the category average, which can impact long-term returns.

How does VFIN compare to similar ETFs?

VFIN distinguishes itself through its focused approach on fintech disruption and its non-diversified strategy. Many broad-based equity ETFs offer diversified exposure across various sectors, while VFIN concentrates its investments in the technology and financial services sectors.

Its expense ratio of 1.03% is relatively high compared to some other equity ETFs.

Does VFIN pay dividends?

As of 2026-03-15, VFIN has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders.

The fund's focus is primarily on capital appreciation through investments in growth-oriented fintech companies, rather than generating income through dividends. Investors seeking dividend income may want to consider other ETFs with a higher dividend yield.