TESL

ETFActive

Simplify Volt TSLA Revolution ETF

Category: Other (5,046 funds)

Expense Ratio

0.97%

Annual Cost per $10K

$97.00

30-Year Fee Drag per $10K

$18,198

at 7% annual return

Fund Type

ETF

Active

Trailing 12-Month

+195.73%

Asset Allocation

US Equity

24%

US Bond

47%

Cash

29%

Fee Comparison

TESL

0.97%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

2% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+324.29%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

TESL at 0.97%$289,623

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,990

Cost vs index fund−$87,801

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
TESL	Simplify Volt TSLA Revolution ETF	0.97%	+195.73%	+61.89%	—
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
ABALX	American Balanced Fund	0.58%	+16.02%	+15.46%	+10.83%
GPAAX	Grant Park Multi Alternative Strategies Fund	1.79%	+11.95%	+4.45%	+5.00%
FAHDX	Fidelity Advisor Capital and Income Fund	1.18%	-4.65%	-23.77%	-28.98%
TYD	Direxion Daily 7-10 Year Treasury Bull 3X Shares	1.09%	+5.75%	-0.72%	-13.98%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
LQDH	iShares Interest Rate Hedged Corporate Bond ETF	0.24%	+7.15%	+8.90%	+5.63%
GBFFX	GMO Benchmark-Free Fund	0.56%	+10.28%	+12.78%	+8.05%
IPNFX	Invesco Multi-Asset Income Fund	1.72%	+9.16%	+9.77%	+3.98%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
GABRX	GuidePath Absolute Return Allocation Fund	0.98%	—	—	—
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
HFSGX	Hartford Schroders Diversified Opportunities Fund	0.71%	+14.66%	—	—
RSBT	Return Stacked Bonds & Managed Futures ETF	1.06%	+9.53%	—	—
RSBY	Return Stacked Bonds & Futures Yield ETF	1.00%	-9.16%	—	—
FBAKX	Fidelity Balanced Fund	0.46%	+11.35%	+14.26%	+10.21%
RDTE	Roundhill Russell 2000 0DTE Covered Call Strategy ETF	0.97%	+11.08%	—	—
WMMRX	Wilmington Real Asset Fund	0.75%	+8.60%	+5.89%	+7.93%
QDTE	Roundhill Innovation-100 0DTE Covered Call Strategy ETF	0.97%	+19.83%	—	—
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+8.11%	+8.65%	+5.49%
AIMNX	Horizon Active Income Fund	1.29%	+1.84%	+2.30%	-0.99%
HYGH	iShares Interest Rate Hedged High Yield Bond ETF	0.52%	+7.73%	+9.86%	+7.68%
DXKLX	Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund	1.47%	-1.42%	-3.59%	-9.36%
LQDI	iShares Inflation Hedged Corporate Bond ETF	0.18%	+7.15%	+7.40%	+3.00%
FPUKX	Fidelity Puritan Fund	0.47%	+10.50%	+14.48%	+9.65%
FIKMX	Fidelity Real Estate Income Fund	0.66%	+5.12%	+8.53%	+7.03%
GIXFX	GuidePath Flexible Income Allocation Fund	0.40%	+3.77%	-1.81%	—
DOXBX	Dodge & Cox Balanced Fund	0.43%	+12.15%	+13.26%	—
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
KAMAX	Kensington Managed Income Fund	1.91%	+5.20%	+4.28%	—
RORO	Atac Us Rotation ETF	1.14%	-5.95%	+7.84%	—
IGBH	iShares Interest Rate Hedged Long-Term Corporate Bond ETF	0.14%	+8.16%	+10.23%	+6.37%
CVSCX	Calamos Market Neutral Income Fund	1.97%	+6.47%	+7.07%	+4.09%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+13.31%	+13.31%	+7.78%
TAAJX	Transamerica Asset Allocation - Conservative Portfolio	0.91%	+11.91%	+10.75%	—
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
ALAAX	Invesco Income Allocation Fund	0.91%	+10.22%	+8.82%	+4.84%
PLDAX	PIMCO Low Duration Fund	0.75%	+5.40%	+5.17%	+1.57%
QBA2Q	VIP Balanced Portfolio	0.50%	+13.80%	+16.29%	+11.31%
KTRZX	DWS Global Income Builder Fund	0.58%	+15.01%	+14.69%	+8.66%
WCAFX	Allspring Spectrum Income Allocation Fund	0.72%	+9.35%	+7.32%	+3.38%
BSCP	Invesco BulletShares 2025 Corporate Bond ETF	0.10%	+4.78%	+4.27%	+1.40%
HTFIX	Horizon Tactical Fixed Income Fund	1.08%	—	—	—
JNBZX	JPMorgan Income Builder Fund	0.52%	+11.45%	+11.08%	+6.57%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
EARAX	Eaton Vance All Asset Strategy Fund	1.12%	+6.05%	+6.03%	+2.88%
JMST	JPMorgan Ultra-Short Municipal Income ETF	0.18%	+3.25%	+3.80%	+2.27%
WTBN	WisdomTree Bianco Total Return Fund	0.60%	+3.80%	—	—
HBLFX	THE HARTFORD BALANCED INCOME FUND	0.56%	+7.51%	+9.23%	+6.46%
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
PRPDX	Permanent Portfolio	1.06%	+21.67%	+19.48%	+13.49%
CAAMX	Invesco Select Risk: Moderately Conservative Investor Fund	1.69%	+9.83%	+9.64%	+4.59%
AZNAX	Virtus Income & Growth Fund	1.14%	-0.54%	-30.95%	-33.76%
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
CBFAX	American Funds Global Balanced Fund	0.80%	+13.87%	+13.82%	+7.93%
FATKX	Fidelity Freedom 2020 Fund	0.28%	+12.90%	+12.70%	+7.02%
FATZX	Fidelity Freedom Index 2025 Fund	0.05%	+13.00%	—	—
FBFRX	Franklin Managed Income Fund	0.59%	+5.98%	+8.38%	+7.62%
USMSX	JPMorgan Ultra-Short Municipal Fund	0.38%	+3.04%	+3.02%	+1.53%
TLQIX	Nuveen Lifecycle Index 2025 Fund	0.10%	+8.99%	+10.42%	+6.46%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
JSOAX	JPMorgan Strategic Income Opportunities Fund	0.60%	+4.39%	+4.51%	+2.83%
WARAX	Allspring Absolute Return Fund	1.19%	+8.46%	+10.54%	+6.20%
TAIAX	American Funds Tax-Aware Conservative Growth and Income Portfolio	0.66%	+11.96%	+12.92%	+8.66%
GDMZX	Defensive Market Strategies Fund	0.92%	+9.49%	+10.44%	+7.74%
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
LALT	First Trust Multi-Strategy Alternative ETF	1.18%	+8.35%	—	—
IBBFX	THRIVENT DYNAMIC ALLOCATION FUND	0.75%	+11.82%	+11.35%	+7.83%
PCBFX	SAM Conservative Balanced Portfolio	0.87%	+10.79%	+11.18%	+6.23%
ARINX	Archer Income Fund	1.00%	+4.62%	+4.26%	+2.58%
CRAAX	Columbia Adaptive Risk Allocation Fund	0.82%	+8.65%	+6.99%	+4.56%
TCLTX	Nuveen Lifecycle 2020 Fund	0.54%	+7.17%	+8.70%	+5.23%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
PVCMX	Palm Valley Capital Fund	1.26%	+5.18%	+7.21%	+6.38%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
MTBA	Simplify MBS ETF	0.15%	+6.88%	—	—
FDTKX	Fidelity Freedom 2025 Fund	0.59%	+14.38%	+14.00%	+8.03%
MAGS	Roundhill Magnificent Seven ETF	0.29%	+38.10%	—	—
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
FPIOX	Strategic Advisers Income Opportunities Fund	0.53%	+8.90%	+8.92%	+5.18%
MSTRX	Morningstar Total Return Bond Fund$1M min	0.55%	+5.86%	+5.60%	-0.75%
PFIAX	PIMCO Low Duration Income Fund	1.21%	+8.83%	+8.12%	+4.32%
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	1.28%	+8.10%	+4.59%	+19.09%
PLTJX	Principal LifeTime 2030 Fund	0.79%	+12.03%	+12.82%	+8.12%
VPVGMMV	PIMCO Global Managed Asset Allocation Portfolio	1.18%	+19.71%	+15.14%	+9.20%
LPSAX	BlackRock LifePath Dynamic Retirement Fund	0.34%	+11.41%	+12.05%	+6.43%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
FBKFX	Fidelity Balanced K6 Fund	0.32%	+11.36%	+14.42%	+10.40%
JCRAX	ALPS \| CoreCommodity Mgmt CompleteCommoditiesSM Strategy Fund	1.39%	+19.24%	+4.36%	+14.40%
IRMPX	VOYA RETIREMENT MODERATE PORTFOLIO	0.61%	+10.36%	+10.52%	+5.89%
SSBSX	State Street Target Retirement 2025 Fund	0.09%	+11.78%	+12.36%	+7.62%
LTPDX	Principal LifeTime 2025 Fund	0.52%	+10.91%	+11.48%	+7.06%
FPFRX	FPA Crescent Fund	1.06%	+17.01%	—	—
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+14.06%	—	—
IPBAX	Allspring Real Return Fund	0.40%	+11.35%	+8.50%	+4.18%
TCLFX	Nuveen Lifecycle 2025 Fund	0.47%	+7.50%	+9.47%	+5.87%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+12.62%	+13.37%	+8.38%

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