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SPD vs SPUC

Simplify US Equity PLUS Downside Convexity ETF vs Simplify US Equity PLUS Upside Convexity ETF

SPD

Simplify US Equity PLUS Downside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$109M

SPUC

Simplify US Equity PLUS Upside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$112M

Key differences

  • Over the last 3 years, SPUC has delivered higher annualized returns.

Side-by-side comparison

SPDSPUC
Annual cost (TER)0.53%0.53%
Fund size (AUM)$109M$112M
Since20202020
Dividend yield1.00%1.74%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+15.3%+31.7%
CAGR 3Y+18.4%+25.2%
CAGR 5Y+8.3%+13.8%
Sharpe 3Y0.870.98
Volatility 1Y13.38%17.13%
Max drawdown-27.38%-29.20%

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

Similar to SPD and SPUC