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GIAX vs SPD

Nicholas Global Equity and Income ETF vs Simplify US Equity PLUS Downside Convexity ETF

GIAX

Nicholas Global Equity and Income ETF

Annual cost

1.03%

Fund size

$101M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Annual cost

0.53%

Fund size

$108M

Key differences

Both GIAX and SPD are alternative ETFs. GIAX charges 1.03% a year and SPD 0.53%. The main difference: GIAX follows a multi strategy strategy; SPD uses volatility strategy.

  • GIAX follows a multi strategy strategy; SPD uses volatility strategy.
  • SPD costs 0.50% less per year.

Side-by-side comparison

GIAXSPD
Annual cost (TER)1.03%0.53%
Fund size (AUM)$101M$108M
Since20242020
Dividend yield22.33%0.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyvolatility strategy
CAGR 1Y+25.7%+12.8%
CAGR 3YN/A+17.5%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.82
Volatility 1Y22.77%13.45%
Max drawdown-20.38%-27.38%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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