ACSI vs SPD
Comparison between AMERICAN CUSTOMER SATISFACTION ETF (ACSI, ETF) and SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF).
5-Year PerformanceACSI has outperformed SPD, delivering a return of +9.2% compared to +7.9%
ACSI vs SPD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ACSI
$109M
SPD
$109M
Expense Ratio
ACSI
0.65%
Winner
SPD
0.53%
Max Drawdown
ACSI
34.49%
Winner
SPD
28.49%
Sharpe Ratio
Winner
ACSI
1.28
SPD
0.64
5Y Beta
Winner
ACSI
0.77
SPD
0.93
P/E Ratio
ACSI
22.23
SPD
N/A
Forward P/E
ACSI
18.89
SPD
N/A
PEG Ratio
ACSI
0.52
SPD
N/A
5Y Dividends CAGR
ACSI
1.97%
Winner
SPD
32.80%
5Y EPS CAGR
ACSI
16.06%
SPD
N/A
Debt to Equity
ACSI
-64.31%
SPD
N/A
P/S Ratio
ACSI
1.54
SPD
N/A
P/B Ratio
ACSI
3.86
SPD
N/A
ACSI vs SPD - Holdings Comparison
ACSI and SPD have 1 common holdings. Overlap is -0.58%
ACSI's top 25 holdings weight is 87.37%. SPD's top 25 holdings weight is 100.90%.
| Rank | ACSI | SPD |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 7.48% | ISHARES CORE S&P 500 ETF (IVV) - 99.10% |
| #2 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 7.00% | SPXW US 12/19/25 P5700 (n/a) - 0.88% |
| #3 | AMAZON.COM INC (AMZN) - 4.96% | SPXW US 11/21/25 P5500 (n/a) - 0.30% |
| #4 | APPLE INC (AAPL) - 4.74% | SPXW US 10/17/25 C6725 (n/a) - 0.12% |
| #5 | MICROSOFT CORP (MSFT) - 4.44% | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.25% | SPXW US 10/08/25 C6690 (n/a) - 0.08% |
| #7 | HUMANA INC (HUM) - 3.79% | SPXW US 10/03/25 C6670 (n/a) - 0.08% |
| #8 | THE TORONTO-DOMINION BANK (n/a) - 3.62% | SPXW US 10/08/25 P6350 (n/a) - 0.06% |
| #9 | PRUDENTIAL FINANCIAL INC (PRU) - 3.24% | SPXW US 10/10/25 C6725 (n/a) - 0.06% |
| #10 | BANK OF AMERICA CORP (BAC) - 3.22% | SPXW US 10/06/25 P6400 (n/a) - 0.03% |
| #11 | JPMORGAN CHASE & CO (JPM) - 3.20% | SPXW US 10/17/25 P5350 (n/a) - 0.03% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 3.07% | GLD US 10/10/25 P324 (n/a) - 0.01% |
| #13 | CHARLES SCHWAB CORP (SCHW) - 2.97% | BNY MELLON CASH RESERVE U (n/a) - 0.01% |
| #14 | VERIZON COMMUNICATIONS INC (VZ) - 2.85% | RUTW US 10/10/25 P2215 (n/a) - 0.01% |
| #15 | COCA-COLA CO (KO) - 2.80% | GLD US 10/10/25 P328 (n/a) - 0.01% |
| #16 | T-MOBILE US INC (TMUS) - 2.78% | RUTW US 10/10/25 P2230 (n/a) - 0.01% |
| #17 | TEXAS ROADHOUSE INC (TXRH) - 2.67% | SPXW US 10/03/25 P6360 (n/a) - 0.01% |
| #18 | COSTCO WHOLESALE CORP (COST) - 2.65% | SPXW US 10/06/25 C6790 (n/a) - 0.01% |
| #19 | GENERAL MOTORS CO (GM) - 2.60% | RUTW US 10/08/25 P2240 (n/a) - 0.00% |
| #20 | DELTA AIR LINES INC (DAL) - 2.58% | STONEX CASH (n/a) - 0.00% |
| #21 | NETFLIX INC (NFLX) - 2.56% | SPXW US 10/10/25 P6100 (n/a) - 0.00% |
| #22 | WALMART INC (WMT) - 2.52% | SPXW US 10/10/25 P6140 (n/a) - 0.00% |
| #23 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.52% | NDXP US 10/10/25 P22550 (n/a) - 0.00% |
| #24 | NIKE INC CLASS B (NKE) - 2.44% | SPXW US 10/01/25 C6775 (n/a) - 0.00% |
| #25 | FEDEX CORP (FDX) - 2.42% | GLD US 10/10/25 P334 (n/a) - -0.01% |
| Total Holdings | 34 | 35 |
ACSI vs SPD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACSI
+5.32%
SPD
+1.90%
3M
Winner
ACSI
+9.59%
SPD
+6.46%
6M
Winner
ACSI
+9.66%
SPD
+3.52%
1Y
Winner
ACSI
+20.73%
SPD
+12.99%
5Y(CAGR)
Winner
ACSI
+9.20%
SPD
+7.89%
10Y(CAGR)
ACSI
+13.06%
SPD
N/A
Max(CAGR)
Winner
ACSI
+13.06%
SPD
+10.47%
ACSI vs SPD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ACSI | SPD |
|---|---|---|
| 2026 | +10.13% | +4.50% |
| 2025 | +11.36% | +18.48% |
| 2024 | +22.91% | +17.92% |
| 2023 | +22.03% | +21.68% |
| 2022 | -21.71% | -25.90% |
| 2021 | +25.14% | +26.54% |
| 2020 | +22.69% | +8.75% |
| 2019 | +24.16% | N/A |
| 2018 | -5.23% | N/A |
| 2017 | +15.17% | N/A |
| 2016 | +9.03% | N/A |
ACSI vs SPD Drawdown Comparison
The maximum drawdown for ACSI was -34.49%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The current ACSI drawdown is -2.00%. The current SPD drawdown is -2.80%.
| Rank | ACSI | SPD |
|---|---|---|
| #1 | -34.49% Feb 20, 2020 - Aug 12, 2020 | -27.38% Dec 27, 2021 - Jun 12, 2024 |
| #2 | -24.86% Jan 3, 2022 - May 7, 2024 | -15.18% Dec 11, 2024 - May 2, 2025 |
| #3 | -18.88% Sep 21, 2018 - May 3, 2019 | -11.90% Oct 28, 2025 - May 6, 2026 |
| #4 | -15.27% Jan 30, 2025 - Jul 3, 2025 | -7.24% Oct 12, 2020 - Nov 9, 2020 |
| #5 | -9.12% Sep 2, 2020 - Oct 12, 2020 | -7.02% Jul 16, 2024 - Sep 30, 2024 |
| #6 | -8.52% Jan 23, 2018 - Jun 21, 2018 | -5.56% Aug 30, 2021 - Oct 28, 2021 |
| #7 | -7.76% Jan 12, 2026 - Apr 15, 2026 | -5.44% Sep 4, 2020 - Oct 8, 2020 |
| #8 | -7.25% Jul 26, 2019 - Nov 25, 2019 | -4.47% Nov 8, 2021 - Dec 10, 2021 |
| #9 | -7.13% Jul 16, 2024 - Aug 30, 2024 | -4.47% Jul 3, 2025 - Sep 11, 2025 |
| #10 | -6.60% Nov 18, 2021 - Jan 3, 2022 | -4.17% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -6.14% May 3, 2019 - Jun 20, 2019 | -3.63% May 7, 2021 - May 28, 2021 |
| #12 | -6.06% Oct 12, 2020 - Nov 5, 2020 | -3.55% May 19, 2025 - Jun 27, 2025 |
| #13 | -5.35% Aug 24, 2021 - Oct 20, 2021 | -3.16% Jan 20, 2021 - Feb 4, 2021 |
| #14 | -5.29% Oct 27, 2025 - Dec 5, 2025 | -2.96% Oct 6, 2025 - Oct 24, 2025 |
| #15 | -4.60% Dec 11, 2024 - Jan 28, 2025 | -2.85% Jul 12, 2021 - Jul 23, 2021 |
Correlation
Correlation between ACSI and SPD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
ACSI vs SPD dividend yield comparison.
| Year | ACSI | SPD |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.91% | 0.97% |
| 2024 | 0.69% | 1.14% |
| 2023 | 1.01% | 1.91% |
| 2022 | 0.81% | 1.64% |
| 2021 | 0.31% | 0.88% |
| 2020 | 0.82% | 0.43% |
| 2019 | 1.64% | 0.00% |
| 2018 | 1.59% | 0.00% |
| 2017 | 1.20% | 0.00% |
| 2016 | 0.18% | 0.00% |
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