AVOS vs SPD
Comparison between AVOS GLOBAL EQUITIES ETF (AVOS, ETF) and SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF).
AVOS vs SPD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVOS
$108M
Winner
SPD
$108M
Expense Ratio
AVOS
0.64%
Winner
SPD
0.53%
Max Drawdown
Winner
AVOS
4.66%
SPD
28.49%
Sharpe Ratio
Winner
AVOS
1.47
SPD
0.69
5Y Beta
AVOS
1.18
Winner
SPD
0.93
5Y Dividends CAGR
AVOS
N/A
SPD
32.80%
AVOS vs SPD - Holdings Comparison
AVOS and SPD have 2 common holdings. Overlap is 1.03%
AVOS's top 25 holdings weight is 65.99%. SPD's top 25 holdings weight is 100.90%.
| Rank | AVOS | SPD |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 18.10% | ISHARES CORE S&P 500 ETF (IVV) - 99.10% |
| #2 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.19% | SPXW US 12/19/25 P5700 (n/a) - 0.88% |
| #3 | WISDOMTREE EMERGING MARKETS SMCP DIV ETF (DGS) - 4.96% | SPXW US 11/21/25 P5500 (n/a) - 0.30% |
| #4 | WISDOMTREE EMERGING MARKETS HIGH DIV ETF (DEM) - 4.90% | SPXW US 10/17/25 C6725 (n/a) - 0.12% |
| #5 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 4.57% | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% |
| #6 | ISHARES MSCI BRAZIL ETF (EWZ) - 2.90% | SPXW US 10/08/25 C6690 (n/a) - 0.08% |
| #7 | ISHARES MSCI TAIWAN ETF (EWT) - 2.58% | SPXW US 10/03/25 C6670 (n/a) - 0.08% |
| #8 | CAMECO CORP (n/a) - 2.37% | SPXW US 10/08/25 P6350 (n/a) - 0.06% |
| #9 | ISHARES MSCI SOUTH KOREA ETF (EWY) - 1.90% | SPXW US 10/10/25 C6725 (n/a) - 0.06% |
| #10 | ISHARES CORE S&P 500 ETF (IVV) - 1.61% | SPXW US 10/06/25 P6400 (n/a) - 0.03% |
| #11 | APPLE INC (AAPL) - 1.44% | SPXW US 10/17/25 P5350 (n/a) - 0.03% |
| #12 | JPMORGAN BETABUILDERS JAPAN ETF (BBJP) - 1.41% | GLD US 10/10/25 P324 (n/a) - 0.01% |
| #13 | ISHARES MSCI CHINA ETF (MCHI) - 1.39% | BNY MELLON CASH RESERVE U (n/a) - 0.01% |
| #14 | VANGUARD TOTAL WORLD STOCK ETF (VT) - 1.33% | RUTW US 10/10/25 P2215 (n/a) - 0.01% |
| #15 | BARRICK MINING CORP (n/a) - 1.21% | GLD US 10/10/25 P328 (n/a) - 0.01% |
| #16 | OTHER ASSETS AND LIABILITIES (n/a) - 1.15% | RUTW US 10/10/25 P2230 (n/a) - 0.01% |
| #17 | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.14% | SPXW US 10/03/25 P6360 (n/a) - 0.01% |
| #18 | ALPHABET INC CLASS A (GOOGL) - 1.08% | SPXW US 10/06/25 C6790 (n/a) - 0.01% |
| #19 | VALERO ENERGY CORP (VLO) - 1.07% | RUTW US 10/08/25 P2240 (n/a) - 0.00% |
| #20 | MICROSOFT CORP (MSFT) - 1.05% | STONEX CASH (n/a) - 0.00% |
| #21 | ASML HOLDING NV ADR (ASML) - 0.99% | SPXW US 10/10/25 P6100 (n/a) - 0.00% |
| #22 | SLB LTD (SLB) - 0.98% | SPXW US 10/10/25 P6140 (n/a) - 0.00% |
| #23 | RANGE RESOURCES CORP (RRC) - 0.93% | NDXP US 10/10/25 P22550 (n/a) - 0.00% |
| #24 | ASTRAZENECA PLC (AZN) - 0.91% | SPXW US 10/01/25 C6775 (n/a) - 0.00% |
| #25 | HSBC HOLDINGS PLC (n/a) - 0.83% | GLD US 10/10/25 P334 (n/a) - -0.01% |
| Total Holdings | 374 | 35 |
AVOS vs SPD - Historical Returns
Returns include dividend reinvestment.
1M
AVOS
+0.70%
Winner
SPD
+0.99%
3M
AVOS
+9.05%
Winner
SPD
+10.09%
6M
AVOS
N/A
SPD
+5.45%
1Y
AVOS
N/A
SPD
+12.37%
5Y(CAGR)
AVOS
N/A
SPD
+8.03%
Max(CAGR)
Winner
AVOS
+35.41%
SPD
+10.61%
AVOS vs SPD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AVOS | SPD |
|---|---|---|
| 2026 | +8.47% | +5.48% |
| 2025 | N/A | +18.48% |
| 2024 | N/A | +17.92% |
| 2023 | N/A | +21.68% |
| 2022 | N/A | -25.90% |
| 2021 | N/A | +26.54% |
| 2020 | N/A | +8.75% |
AVOS vs SPD Drawdown Comparison
The maximum drawdown for AVOS was -4.66%, occurring on Mar 30, 2026. Recovery took 19 trading sessions.
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The current AVOS drawdown is -1.31%. The current SPD drawdown is -1.89%.
| Rank | AVOS | SPD |
|---|---|---|
| #1 | -4.66% Mar 11, 2026 - Apr 8, 2026 | -27.38% Dec 27, 2021 - Jun 12, 2024 |
| #2 | -3.85% Jun 2, 2026 - Jun 10, 2026 | -15.18% Dec 11, 2024 - May 2, 2025 |
| #3 | -3.07% May 6, 2026 - Jun 2, 2026 | -11.90% Oct 28, 2025 - May 6, 2026 |
| #4 | -2.98% Apr 17, 2026 - May 6, 2026 | -7.24% Oct 12, 2020 - Nov 9, 2020 |
| #5 | N/A | -7.02% Jul 16, 2024 - Sep 30, 2024 |
| #6 | N/A | -5.56% Aug 30, 2021 - Oct 28, 2021 |
| #7 | N/A | -5.44% Sep 4, 2020 - Oct 8, 2020 |
| #8 | N/A | -4.47% Nov 8, 2021 - Dec 10, 2021 |
| #9 | N/A | -4.47% Jul 3, 2025 - Sep 11, 2025 |
| #10 | N/A | -4.17% Feb 12, 2021 - Mar 15, 2021 |
| #11 | N/A | -3.94% Jun 2, 2026 - Jun 10, 2026 |
| #12 | N/A | -3.63% May 7, 2021 - May 28, 2021 |
| #13 | N/A | -3.55% May 19, 2025 - Jun 27, 2025 |
| #14 | N/A | -3.16% Jan 20, 2021 - Feb 4, 2021 |
| #15 | N/A | -2.96% Oct 6, 2025 - Oct 24, 2025 |
Correlation
Correlation between AVOS and SPD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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