ITEQ vs SPUC

Comparison between Amplify BlueStar Israel Technology ETF (ITEQ, ETF) and SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF).

5-Year PerformanceSPUC has outperformed ITEQ, delivering a return of +13.2% compared to -0.3%

ITEQ vs SPUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITEQ(ETF)	SPUC(ETF)
Net Assets	$111M	$112M
Expense Ratio	0.75%	0.53%
Max Drawdown	54.63%	29.80%
Sharpe Ratio	0.78	1.25
5Y Beta	1.10	1.35
P/E Ratio	402.78	N/A
Forward P/E	21.94	N/A
5Y Dividends CAGR	N/A	86.52%
Debt to Equity	-2.93%	N/A
P/S Ratio	2.31	N/A
P/B Ratio	3.52	N/A

Net Assets

ITEQ

$111M

Winner

SPUC

$112M

Expense Ratio

ITEQ

0.75%

Winner

SPUC

0.53%

Max Drawdown

ITEQ

54.63%

Winner

SPUC

29.80%

Sharpe Ratio

ITEQ

0.78

Winner

SPUC

1.25

5Y Beta

Winner

ITEQ

1.10

SPUC

1.35

P/E Ratio

ITEQ

402.78

SPUC

N/A

Forward P/E

ITEQ

21.94

SPUC

N/A

5Y Dividends CAGR

ITEQ

N/A

SPUC

86.52%

Debt to Equity

ITEQ

-2.93%

SPUC

N/A

P/S Ratio

ITEQ

2.31

SPUC

N/A

P/B Ratio

ITEQ

3.52

SPUC

N/A

ITEQ vs SPUC - Holdings Comparison

ITEQ and SPUC have 0 common holdings. Overlap is 0.00%

ITEQ's top 25 holdings weight is 83.08%. SPUC's top 25 holdings weight is 100.91%.

Rank	ITEQ	SPUC
#1	TOWER SEMICONDUCTOR LTD (n/a) - 12.10%	ISHARES CORE S&P 500 ETF (IVV) - 100.91%
#2	ELBIT SYSTEMS LTD (n/a) - 11.61%	N/A
#3	NOVA LTD (NVMI) - 5.39%	N/A
#4	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 4.94%	N/A
#5	JFROG LTD ORDINARY SHARES (FROG) - 4.62%	N/A
#6	CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 4.53%	N/A
#7	ORMAT TECHNOLOGIES INC (ORA) - 4.00%	N/A
#8	NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 3.87%	N/A
#9	NICE LTD ADR (NICE) - 3.59%	N/A
#10	SENTINELONE INC CLASS A (S) - 3.23%	N/A
#11	AMDOCS LTD (DOX) - 3.12%	N/A
#12	CAMTEK LTD (CAMT) - 2.78%	N/A
#13	LEMONADE INC ORDINARY SHARES (LMND) - 2.10%	N/A
#14	GLOBAL E ONLINE LTD (GLBE) - 2.03%	N/A
#15	PLUS500 LTD (n/a) - 1.96%	N/A
#16	SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.95%	N/A
#17	VARONIS SYSTEMS INC (VRNS) - 1.86%	N/A
#18	WIX.COM LTD (WIX) - 1.62%	N/A
#19	MONDAY.COM LTD ORDINARY SHARES (MNDY) - 1.60%	N/A
#20	ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 1.13%	N/A
#21	n/a (MBLY) - 1.07%	N/A
#22	CELLEBRITE DI LTD (CLBT) - 1.04%	N/A
#23	VISHAY PRECISION GROUP INC (VPG) - 1.03%	N/A
#24	n/a (ETOR) - 0.96%	N/A
#25	WEEBIT NANO LTD (n/a) - 0.95%	N/A
Total Holdings	61	1

ITEQ vs SPUC - Historical Returns

Returns include dividend reinvestment.

Period	ITEQ	SPUC
1 month	+0.90%	+1.70%
3 months	+7.98%	+7.91%
6 months	+14.51%	+5.56%
1 year	+21.42%	+28.06%
5 years(CAGR)	-0.26%	+13.16%
10 years(CAGR)	+10.48%	N/A
Max(CAGR)	+9.39%	+15.68%

ITEQ

+0.90%

Winner

SPUC

+1.70%

Winner

ITEQ

+7.98%

SPUC

+7.91%

Winner

ITEQ

+14.51%

SPUC

+5.56%

ITEQ

+21.42%

Winner

SPUC

+28.06%

5Y(CAGR)

ITEQ

-0.26%

Winner

SPUC

+13.16%

10Y(CAGR)

ITEQ

+10.48%

SPUC

N/A

Max(CAGR)

ITEQ

+9.39%

Winner

SPUC

+15.68%

ITEQ vs SPUC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	ITEQ	SPUC
2026	+11.21%	+7.20%
2025	+13.52%	+22.81%
2024	+14.15%	+26.68%
2023	+5.59%	+27.89%
2022	-30.67%	-25.38%
2021	-6.09%	+35.83%
2020	+57.52%	+9.53%
2019	+37.59%	N/A
2018	-1.93%	N/A
2017	+26.50%	N/A
2016	+4.88%	N/A
2015	-4.80%	N/A

ITEQ vs SPUC Drawdown Comparison

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. 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 ITEQ drawdown is -17.14%. The current SPUC drawdown is -2.50%.

Rank	ITEQ	SPUC
#1	-54.63% Feb 12, 2021 - Oct 27, 2023	-29.20% Dec 27, 2021 - Feb 2, 2024
#2	-36.49% Feb 19, 2020 - Jun 1, 2020	-28.17% Dec 4, 2024 - Jul 3, 2025
#3	-21.04% Nov 4, 2015 - Aug 15, 2016	-14.55% Jul 16, 2024 - Nov 7, 2024
#4	-19.40% Aug 31, 2018 - Feb 25, 2019	-11.59% Oct 29, 2025 - May 1, 2026
#5	-10.74% Oct 13, 2020 - Dec 4, 2020	-9.89% Mar 28, 2024 - Jun 11, 2024
#6	-9.27% Sep 2, 2020 - Oct 5, 2020	-8.67% Oct 12, 2020 - Nov 9, 2020
#7	-8.29% Aug 22, 2019 - Nov 25, 2019	-6.90% Sep 3, 2021 - Oct 25, 2021
#8	-8.19% Sep 8, 2016 - Jan 25, 2017	-6.15% Sep 4, 2020 - Oct 8, 2020
#9	-7.66% Jan 26, 2018 - Mar 9, 2018	-5.68% Feb 16, 2021 - Mar 15, 2021
#10	-6.50% Mar 12, 2018 - May 14, 2018	-5.37% Nov 18, 2021 - Dec 23, 2021
#11	-5.32% Jul 19, 2017 - Sep 11, 2017	-5.00% May 7, 2021 - Jun 28, 2021
#12	-5.04% Jun 3, 2020 - Jul 2, 2020	-4.87% Nov 11, 2024 - Nov 26, 2024
#13	-4.90% Jul 25, 2018 - Aug 29, 2018	-4.68% Jul 12, 2021 - Jul 23, 2021
#14	-4.86% May 3, 2019 - Jun 19, 2019	-4.42% Oct 8, 2025 - Oct 27, 2025
#15	-4.58% Oct 31, 2017 - Jan 4, 2018	-3.63% Jul 25, 2025 - Aug 12, 2025