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WZRD vs SPUC

Opportunistic Trader ETF vs Simplify US Equity PLUS Upside Convexity ETF

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

SPUC

Simplify US Equity PLUS Upside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$112M

Key differences

  • SPUC costs 0.47% less per year.
  • SPUC is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD follows a structured outcome strategy; SPUC uses option income.
  • SPUC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WZRDSPUC
Annual cost (TER)1.00%0.53%
Fund size (AUM)$4M$112M
Since20252020
Dividend yield1.74%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomeoption income
CAGR 1YN/A+34.1%
CAGR 3YN/A+25.0%
CAGR 5YN/A+14.3%
Sharpe 3YN/A0.97
Volatility 1Y17.10%
Max drawdown-71.81%-29.20%

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

Similar to WZRD and SPUC