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LFEQ vs SPD

VanEck Long/Flat Trend ETF vs Simplify US Equity PLUS Downside Convexity ETF

LFEQ

VanEck Long/Flat Trend ETF

VanEck

Annual cost

0.58%

Fund size

$29M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$109M

Key differences

  • SPD is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
  • LFEQ follows a tactical allocation strategy; SPD uses option income.

Side-by-side comparison

LFEQSPD
Annual cost (TER)0.58%0.53%
Fund size (AUM)$29M$109M
Since20172020
Dividend yield0.86%1.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y+30.3%+15.3%
CAGR 3Y+18.9%+18.4%
CAGR 5Y+10.4%+8.3%
Sharpe 3Y1.020.87
Volatility 1Y12.11%13.38%
Max drawdown-35.19%-27.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LFEQ and SPD