Screener
PEPS vs SPD
Parametric Equity Plus ETF vs Simplify US Equity PLUS Downside Convexity ETF
Key differences
- PEPS costs 0.43% less per year.
- SPD is significantly larger than PEPS — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| PEPS | SPD | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.53% |
| Fund size (AUM) | $26M | $109M |
| Since | 2024 | 2020 |
| Dividend yield | 0.94% | 1.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +32.6% | +15.3% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 13.22% | 13.38% |
| Max drawdown | -9.79% | -27.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PEPS and SPD
Explore further