IBGA vs SPUC
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF).
IBGA vs SPUC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGA
$96M
Winner
SPUC
$96M
Expense Ratio
Winner
IBGA
0.07%
SPUC
0.53%
Max Drawdown
Winner
IBGA
13.71%
SPUC
29.80%
Sharpe Ratio
IBGA
0.22
Winner
SPUC
1.15
5Y Beta
Winner
IBGA
0.05
SPUC
1.34
5Y Dividends CAGR
IBGA
N/A
SPUC
86.52%
IBGA vs SPUC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBGA
+0.90%
SPUC
+0.62%
3M
IBGA
-0.22%
Winner
SPUC
+10.82%
6M
IBGA
+0.52%
Winner
SPUC
+7.02%
1Y
IBGA
+3.55%
Winner
SPUC
+25.12%
5Y(CAGR)
IBGA
N/A
SPUC
+13.29%
Max(CAGR)
IBGA
+2.28%
Winner
SPUC
+15.72%
IBGA vs SPUC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | SPUC |
|---|---|---|
| 2026 | +0.10% | +7.72% |
| 2025 | +5.72% | +22.81% |
| 2024 | -1.41% | +26.68% |
| 2023 | N/A | +27.89% |
| 2022 | N/A | -25.38% |
| 2021 | N/A | +35.83% |
| 2020 | N/A | +9.53% |
IBGA vs SPUC Drawdown Comparison
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 528 trading sessions.
The current IBGA drawdown is -4.28%. The current SPUC drawdown is -2.03%.
| Rank | IBGA | SPUC |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -29.20% Dec 27, 2021 - Feb 2, 2024 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -28.17% Dec 4, 2024 - Jul 3, 2025 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -14.55% Jul 16, 2024 - Nov 7, 2024 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -11.59% Oct 29, 2025 - May 1, 2026 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -9.89% Mar 28, 2024 - Jun 11, 2024 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -8.67% Oct 12, 2020 - Nov 9, 2020 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -6.90% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -6.15% Sep 4, 2020 - Oct 8, 2020 |
| #9 | N/A | -5.68% Feb 16, 2021 - Mar 15, 2021 |
| #10 | N/A | -5.37% Nov 18, 2021 - Dec 23, 2021 |
| #11 | N/A | -5.00% May 7, 2021 - Jun 28, 2021 |
| #12 | N/A | -4.87% Nov 11, 2024 - Nov 26, 2024 |
| #13 | N/A | -4.68% Jul 12, 2021 - Jul 23, 2021 |
| #14 | N/A | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #15 | N/A | -4.42% Oct 8, 2025 - Oct 27, 2025 |
Correlation
Correlation between IBGA and SPUC is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2020 - 2026)
IBGA vs SPUC dividend yield comparison.
| Year | IBGA | SPUC |
|---|---|---|
| 2026 | 1.92% | 2.18% |
| 2025 | 4.49% | 7.70% |
| 2024 | 2.03% | 0.94% |
| 2023 | 0.00% | 1.33% |
| 2022 | 0.00% | 1.53% |
| 2021 | 0.00% | 2.00% |
| 2020 | 0.00% | 0.75% |
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