FEUS vs SPYC
Comparison between FLEXSHARES ESG & CLIMATE US LARGE CAP CORE INDEX FUND (FEUS, ETF) and SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF).
5-Year PerformanceFEUS has outperformed SPYC, delivering a return of +12.6% compared to +8.8%
FEUS vs SPYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FEUS
$112M
SPYC
$112M
Expense Ratio
Winner
FEUS
0.09%
SPYC
0.53%
Max Drawdown
Winner
FEUS
26.03%
SPYC
29.33%
Sharpe Ratio
Winner
FEUS
1.22
SPYC
0.58
5Y Beta
Winner
FEUS
0.94
SPYC
1.27
P/E Ratio
FEUS
24.23
SPYC
N/A
Forward P/E
FEUS
19.41
SPYC
N/A
PEG Ratio
FEUS
0.33
SPYC
N/A
5Y Dividends CAGR
FEUS
N/A
SPYC
35.89%
5Y EPS CAGR
FEUS
25.28%
SPYC
N/A
Debt to Equity
FEUS
116.68%
SPYC
N/A
P/S Ratio
FEUS
3.12
SPYC
N/A
P/B Ratio
FEUS
5.10
SPYC
N/A
FEUS vs SPYC - Holdings Comparison
FEUS and SPYC have 1 common holdings. Overlap is -0.29%
FEUS's top 25 holdings weight is 55.96%. SPYC's top 25 holdings weight is 100.56%.
| Rank | FEUS | SPYC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.02% | ISHARES CORE S&P 500 ETF (IVV) - 99.12% |
| #2 | APPLE INC (AAPL) - 7.21% | SPXW US 12/19/25 P5700 (n/a) - 0.44% |
| #3 | MICROSOFT CORP (MSFT) - 5.54% | SPXW US 10/17/25 C6725 (n/a) - 0.18% |
| #4 | AMAZON.COM INC (AMZN) - 4.03% | DREYFUS TRSY OBLIG CASH M (n/a) - 0.17% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.17% | SPXW US 11/21/25 P5500 (n/a) - 0.14% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.71% | SPXW US 10/08/25 C6690 (n/a) - 0.11% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.14% | SPXW US 10/03/25 C6670 (n/a) - 0.11% |
| #8 | BROADCOM INC (AVGO) - 2.02% | SPXW US 10/10/25 C6725 (n/a) - 0.10% |
| #9 | TESLA INC (TSLA) - 1.84% | SPXW US 10/08/25 P6350 (n/a) - 0.06% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.71% | SPXW US 10/06/25 P6400 (n/a) - 0.03% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.70% | SPXW US 10/03/25 P6360 (n/a) - 0.02% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.63% | SPXW US 10/17/25 P5350 (n/a) - 0.02% |
| #13 | VISA INC CLASS A (V) - 1.61% | GLD US 10/10/25 P324 (n/a) - 0.01% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.35% | GLD US 10/10/25 P328 (n/a) - 0.01% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.32% | RUTW US 10/10/25 P2230 (n/a) - 0.01% |
| #16 | WALMART INC (WMT) - 1.15% | RUTW US 10/10/25 P2215 (n/a) - 0.01% |
| #17 | MERCK & CO INC (MRK) - 1.14% | RUTW US 10/08/25 P2240 (n/a) - 0.01% |
| #18 | AMGEN INC (AMGN) - 1.10% | NDXP US 10/10/25 P22550 (n/a) - 0.01% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% | SPXW US 10/10/25 P6140 (n/a) - 0.01% |
| #20 | INTEL CORP (INTC) - 0.98% | SPXW US 10/10/25 P6100 (n/a) - 0.01% |
| #21 | n/a (DELL) - 0.95% | SPXW US 10/06/25 C6790 (n/a) - 0.01% |
| #22 | CASH (n/a) - 0.93% | STONEX CASH (n/a) - 0.00% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.92% | SPXW US 10/01/25 C6775 (n/a) - 0.00% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | SPXW US 10/17/25 P5050 (n/a) - -0.01% |
| #25 | CVS HEALTH CORP (CVS) - 0.85% | RUTW US 10/08/25 P2340 (n/a) - -0.02% |
| Total Holdings | 175 | 34 |
FEUS vs SPYC - Historical Returns
Returns include dividend reinvestment.
1M
FEUS
+4.83%
Winner
SPYC
+4.88%
3M
Winner
FEUS
+3.54%
SPYC
+2.26%
6M
Winner
FEUS
+14.22%
SPYC
+9.79%
1Y
Winner
FEUS
+20.59%
SPYC
+13.63%
5Y(CAGR)
Winner
FEUS
+12.55%
SPYC
+8.82%
Max(CAGR)
Winner
FEUS
+12.55%
SPYC
+12.43%
FEUS vs SPYC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | FEUS | SPYC |
|---|---|---|
| 2026 | +13.97% | +9.53% |
| 2025 | +15.05% | +16.03% |
| 2024 | +23.67% | +23.46% |
| 2023 | +25.92% | +24.21% |
| 2022 | -19.59% | -25.63% |
| 2021 | +9.98% | +31.23% |
| 2020 | N/A | +9.10% |
FEUS vs SPYC Drawdown Comparison
The maximum drawdown for FEUS was -25.32%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current FEUS drawdown is -0.90%. The current SPYC drawdown is -3.56%.
| Rank | FEUS | SPYC |
|---|---|---|
| #1 | -25.32% Dec 29, 2021 - Dec 18, 2023 | -28.51% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -19.47% Feb 19, 2025 - Jul 2, 2025 | -22.81% Dec 4, 2024 - May 16, 2025 |
| #3 | -9.55% Jan 12, 2026 - Apr 16, 2026 | -13.47% Oct 28, 2025 - May 6, 2026 |
| #4 | -8.82% Jul 16, 2024 - Sep 19, 2024 | -11.39% Jul 16, 2024 - Nov 6, 2024 |
| #5 | -5.59% Mar 28, 2024 - May 15, 2024 | -7.96% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -5.28% Oct 28, 2025 - Dec 10, 2025 | -7.24% Mar 28, 2024 - May 15, 2024 |
| #7 | -4.67% Dec 11, 2024 - Feb 19, 2025 | -6.09% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -4.45% Jun 2, 2026 - Aug 3, 2026 | -5.73% Jul 3, 2025 - Sep 11, 2025 |
| #9 | -3.96% Nov 18, 2021 - Dec 27, 2021 | -5.71% Sep 4, 2020 - Oct 7, 2020 |
| #10 | -3.57% Sep 24, 2021 - Oct 14, 2021 | -5.09% Feb 17, 2021 - Mar 15, 2021 |
| #11 | -2.88% Oct 8, 2025 - Oct 24, 2025 | -5.04% Jun 15, 2026 - Aug 4, 2026 |
| #12 | -2.86% Oct 14, 2024 - Nov 6, 2024 | -4.91% Apr 27, 2021 - Jun 28, 2021 |
| #13 | -2.46% Jul 25, 2025 - Aug 8, 2025 | -4.52% Jun 1, 2026 - Jun 15, 2026 |
| #14 | -2.04% Nov 11, 2024 - Nov 25, 2024 | -4.46% May 19, 2025 - Jun 26, 2025 |
| #15 | -1.94% Dec 11, 2025 - Dec 23, 2025 | -4.25% Nov 18, 2021 - Dec 10, 2021 |
Correlation
Correlation between FEUS and SPYC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
FEUS vs SPYC dividend yield comparison.
| Year | FEUS | SPYC |
|---|---|---|
| 2026 | 0.47% | 0.43% |
| 2025 | 1.06% | 0.89% |
| 2024 | 1.15% | 1.02% |
| 2023 | 1.41% | 1.76% |
| 2022 | 1.48% | 1.34% |
| 2021 | 0.36% | 1.01% |
| 2020 | 0.00% | 0.40% |
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