JGRW vs SPUC
Comparison between JENSEN QUALITY GROWTH ETF (JGRW, ETF) and SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF).
JGRW vs SPUC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JGRW vs SPUC - Holdings Comparison
JGRW and SPUC have 0 common holdings. Overlap is 0.00%
JGRW's top 25 holdings weight is 99.86%. SPUC's top 25 holdings weight is 99.83%.
| Rank | JGRW | SPUC |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 10.68% | ISHARES CORE S&P 500 ETF (IVV) - 99.83% |
| #2 | APPLE INC (AAPL) - 9.06% | N/A |
| #3 | MICROSOFT CORP (MSFT) - 8.79% | N/A |
| #4 | NVIDIA CORP (NVDA) - 7.04% | N/A |
| #5 | AMAZON.COM INC (AMZN) - 6.32% | N/A |
| #6 | KLA CORP (KLAC) - 5.60% | N/A |
| #7 | MASTERCARD INC CLASS A (MA) - 4.76% | N/A |
| #8 | ELI LILLY AND CO (LLY) - 4.44% | N/A |
| #9 | META PLATFORMS INC CLASS A (META) - 4.11% | N/A |
| #10 | STRYKER CORP (SYK) - 3.85% | N/A |
| #11 | BROADCOM INC (AVGO) - 3.75% | N/A |
| #12 | MARSH (MRSH) - 3.53% | N/A |
| #13 | SHERWIN-WILLIAMS CO (SHW) - 3.50% | N/A |
| #14 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.42% | N/A |
| #15 | WASTE MANAGEMENT INC (WM) - 3.05% | N/A |
| #16 | PROCTER & GAMBLE CO (PG) - 2.55% | N/A |
| #17 | ABBOTT LABORATORIES (ABT) - 2.50% | N/A |
| #18 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.39% | N/A |
| #19 | EQUIFAX INC (EFX) - 2.15% | N/A |
| #20 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.73% | N/A |
| #21 | MCDONALD'S CORP (MCD) - 1.58% | N/A |
| #22 | VERISK ANALYTICS INC (VRSK) - 1.53% | N/A |
| #23 | MOTOROLA SOLUTIONS INC (MSI) - 1.31% | N/A |
| #24 | US DOLLARS (n/a) - 1.13% | N/A |
| #25 | COPART INC (CPRT) - 1.09% | N/A |
| Total Holdings | 28 | 1 |
JGRW vs SPUC - Historical Returns
Returns include dividend reinvestment.
JGRW vs SPUC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JGRW | SPUC |
|---|---|---|
| 2026 | +0.01% | +7.72% |
| 2025 | +5.85% | +22.81% |
| 2024 | +1.72% | +26.68% |
| 2023 | N/A | +27.89% |
| 2022 | N/A | -25.38% |
| 2021 | N/A | +35.83% |
| 2020 | N/A | +9.53% |
JGRW vs SPUC Drawdown Comparison
The maximum drawdown for JGRW was -14.64%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.
The maximum drawdown for SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 528 trading sessions.
The current JGRW drawdown is -2.65%. The current SPUC drawdown is -2.03%.
| Rank | JGRW | SPUC |
|---|---|---|
| #1 | -14.64% Dec 2, 2024 - Sep 4, 2025 | -29.20% Dec 27, 2021 - Feb 2, 2024 |
| #2 | -14.36% Oct 27, 2025 - Mar 27, 2026 | -28.17% Dec 4, 2024 - Jul 3, 2025 |
| #3 | -3.80% Oct 14, 2024 - Nov 8, 2024 | -14.55% Jul 16, 2024 - Nov 7, 2024 |
| #4 | -3.31% Sep 22, 2025 - Oct 27, 2025 | -11.59% Oct 29, 2025 - May 1, 2026 |
| #5 | -2.57% Nov 13, 2024 - Nov 27, 2024 | -9.89% Mar 28, 2024 - Jun 11, 2024 |
| #6 | -2.44% Aug 30, 2024 - Sep 13, 2024 | -8.67% Oct 12, 2020 - Nov 9, 2020 |
| #7 | -2.08% Sep 30, 2024 - Oct 9, 2024 | -6.90% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -1.12% Sep 4, 2025 - Sep 11, 2025 | -6.15% Sep 4, 2020 - Oct 8, 2020 |
| #9 | -0.93% Sep 16, 2024 - Sep 19, 2024 | -5.68% Feb 16, 2021 - Mar 15, 2021 |
| #10 | -0.62% Aug 21, 2024 - Aug 27, 2024 | -5.37% Nov 18, 2021 - Dec 23, 2021 |
| #11 | -0.60% Aug 27, 2024 - Aug 30, 2024 | -5.00% May 7, 2021 - Jun 28, 2021 |
| #12 | -0.59% Sep 19, 2024 - Sep 26, 2024 | -4.87% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -0.43% Oct 9, 2024 - Oct 14, 2024 | -4.68% Jul 12, 2021 - Jul 23, 2021 |
| #14 | -0.43% Sep 11, 2025 - Sep 18, 2025 | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #15 | -0.32% Sep 26, 2024 - Sep 30, 2024 | -4.42% Oct 8, 2025 - Oct 27, 2025 |
Correlation
Correlation between JGRW and SPUC is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2020 - 2026)
JGRW vs SPUC dividend yield comparison.
| Year | JGRW | SPUC |
|---|---|---|
| 2026 | 0.05% | 2.18% |
| 2025 | 0.54% | 7.70% |
| 2024 | 0.24% | 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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