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PEPS vs SPYC

Parametric Equity Plus ETF vs Simplify US Equity PLUS Convexity ETF

PEPS

Parametric Equity Plus ETF

Eaton Vance ETFs

Annual cost

0.10%

Fund size

$26M

SPYC

Simplify US Equity PLUS Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$100M

Key differences

  • PEPS costs 0.43% less per year.
  • SPYC is significantly larger than PEPS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PEPSSPYC
Annual cost (TER)0.10%0.53%
Fund size (AUM)$26M$100M
Since20242020
Dividend yield0.94%0.92%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+32.6%+16.4%
CAGR 3YN/A+20.0%
CAGR 5YN/A+10.1%
Sharpe 3YN/A0.82
Volatility 1Y13.22%15.75%
Max drawdown-9.79%-28.51%

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

Similar to PEPS and SPYC