LITL vs DAT

Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and PROSHARES BIG DATA REFINERS ETF (DAT, ETF).

LITL vs DAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITL(ETF)	DAT(ETF)
Net Assets	$5.50M	$5.60M
Expense Ratio	0.91%	0.58%
Max Drawdown	9.74%	56.22%
Sharpe Ratio	0.99	-0.26
5Y Beta	1.16	1.31
P/E Ratio	11.61	70.94
Forward P/E	12.65	15.78
PEG Ratio	N/A	0.01
5Y EPS CAGR	20.63%	N/A
Debt to Equity	333.11%	0.58%
P/S Ratio	1.32	4.59
P/B Ratio	2.24	5.40

Net Assets

LITL

$5.50M

Winner

DAT

$5.60M

Expense Ratio

LITL

0.91%

Winner

DAT

0.58%

Max Drawdown

Winner

LITL

9.74%

DAT

56.22%

Sharpe Ratio

Winner

LITL

0.99

DAT

-0.26

5Y Beta

Winner

LITL

1.16

DAT

1.31

P/E Ratio

Winner

LITL

11.61

DAT

70.94

Forward P/E

Winner

LITL

12.65

DAT

15.78

PEG Ratio

LITL

N/A

DAT

0.01

5Y EPS CAGR

LITL

20.63%

DAT

N/A

Debt to Equity

LITL

333.11%

Winner

DAT

0.58%

P/S Ratio

Winner

LITL

1.32

DAT

4.59

P/B Ratio

Winner

LITL

2.24

DAT

5.40

LITL vs DAT - Holdings Comparison

LITL and DAT have 2 common holdings. Overlap is 0.66%

LITL's top 25 holdings weight is 17.69%. DAT's top 25 holdings weight is 98.40%.

Rank	LITL	DAT
#1	NVE CORP (NVEC) - 0.77%	DATADOG INC CLASS A (DDOG) - 8.46%
#2	TAYLOR MORRISON HOME CORP (TMHC) - 0.76%	INNODATA INC (INOD) - 5.99%
#3	LIFE360 INC COMMON STOCK (LIF) - 0.74%	TERADATA CORP (TDC) - 5.76%
#4	CINEMARK HOLDINGS INC (CNK) - 0.74%	NUTANIX INC CLASS A (NTNX) - 5.58%
#5	BLUE BIRD CORP (BLBD) - 0.72%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.43%
#6	KAISER ALUMINUM CORP (KALU) - 0.71%	DYNATRACE INC ORDINARY SHARES (DT) - 4.82%
#7	CECO ENVIRONMENTAL CORP (CECO) - 0.71%	COMMVAULT SYSTEMS INC (CVLT) - 4.80%
#8	CONSTELLIUM SE CLASS A (n/a) - 0.71%	MONGODB INC CLASS A (MDB) - 4.63%
#9	WILLDAN GROUP INC (WLDN) - 0.71%	ZEBRA TECHNOLOGIES CORP ORDINARY SHARES CLASS A (ZBRA) - 4.57%
#10	ANTERIX INC (ATEX) - 0.71%	RUBRIK INC CLASS A SHARES (RBRK) - 4.54%
#11	VERACYTE INC (VCYT) - 0.70%	NICE LTD (n/a) - 4.33%
#12	INSIGHT ENTERPRISES INC (NSIT) - 0.70%	ELASTIC NV (ESTC) - 4.31%
#13	MATSON INC (MATX) - 0.70%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.99%
#14	PITNEY BOWES INC (PBI) - 0.70%	STRATEGY INC CLASS A (MSTR) - 3.62%
#15	LAUREATE EDUCATION INC SHS (LAUR) - 0.70%	BRAZE INC CLASS A (BRZE) - 3.50%
#16	LGI HOMES INC (LGIH) - 0.70%	INTERDIGITAL INC (IDCC) - 3.47%
#17	KOHL'S CORP (KSS) - 0.69%	FIVE9 INC (FIVN) - 3.30%
#18	KFORCE INC (KFRC) - 0.69%	TYLER TECHNOLOGIES INC (TYL) - 3.18%
#19	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.69%	CELLEBRITE DI LTD (CLBT) - 2.97%
#20	DAILY JOURNAL CORP (DJCO) - 0.69%	VUSION (n/a) - 2.86%
#21	DIAMONDROCK HOSPITALITY CO (DRH) - 0.69%	AVEPOINT INC ORDINARY SHARES CLASS A (AVPT) - 2.64%
#22	DIGITALOCEAN HOLDINGS INC (DOCN) - 0.69%	GENIUS SPORTS LTD (GENI) - 2.32%
#23	COMMVAULT SYSTEMS INC (CVLT) - 0.69%	COGNYTE SOFTWARE LTD ORDINARY SHARES (CGNT) - 1.21%
#24	REPUBLIC BANCORP INC CLASS A (RBCAA) - 0.69%	RED VIOLET INC ORDINARY SHARES (RDVT) - 1.12%
#25	PAGERDUTY INC (PD) - 0.69%	ENGHOUSE SYSTEMS LTD (n/a) - 1.00%
Total Holdings	154	35

LITL vs DAT - Historical Returns

Returns include dividend reinvestment.

Period	LITL	DAT
1 month	+7.30%	+6.11%
3 months	+13.43%	+16.49%
6 months	+9.38%	-6.98%
1 year	+24.74%	-6.76%
5 years(CAGR)	N/A	+0.89%
Max(CAGR)	+27.77%	+0.89%

Winner

LITL

+7.30%

DAT

+6.11%

LITL

+13.43%

Winner

DAT

+16.49%

Winner

LITL

+9.38%

DAT

-6.98%

Winner

LITL

+24.74%

DAT

-6.76%

5Y(CAGR)

LITL

N/A

DAT

+0.89%

Max(CAGR)

Winner

LITL

+27.77%

DAT

+0.89%

LITL vs DAT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	LITL	DAT
2026	+11.72%	-5.21%
2025	+18.37%	+3.14%
2024	N/A	+37.31%
2023	N/A	+53.03%
2022	N/A	-43.47%
2021	N/A	-3.78%

LITL vs DAT Drawdown Comparison

The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The maximum drawdown for DAT was -56.22%, occurring on Nov 9, 2022. Recovery took 764 trading sessions.

The current DAT drawdown is -13.65%.

Rank	LITL	DAT
#1	-9.32% Jan 22, 2026 - Apr 17, 2026	-56.22% Nov 9, 2021 - Nov 22, 2024
#2	-8.53% Jul 3, 2025 - Aug 22, 2025	-34.73% Feb 10, 2025 - Apr 10, 2026
#3	-7.68% Sep 11, 2025 - Nov 26, 2025	-11.45% Dec 6, 2024 - Feb 10, 2025
#4	-4.19% May 1, 2026 - May 27, 2026	-3.58% Oct 1, 2021 - Oct 13, 2021
#5	-3.90% May 13, 2025 - Jun 6, 2025	-3.55% Oct 25, 2021 - Nov 4, 2021
#6	-3.21% Jun 10, 2025 - Jun 26, 2025	-1.04% Nov 25, 2024 - Dec 3, 2024
#7	-3.08% Dec 11, 2025 - Jan 12, 2026	-0.36% Dec 4, 2024 - Dec 6, 2024
#8	-1.90% Apr 20, 2026 - May 1, 2026	-0.32% Nov 4, 2021 - Nov 8, 2021
#9	-1.65% Jan 15, 2026 - Jan 21, 2026	-0.23% Oct 21, 2021 - Oct 25, 2021
#10	-1.60% Jun 1, 2026 - Jun 4, 2026	-0.14% Oct 19, 2021 - Oct 21, 2021
#11	-1.59% Aug 27, 2025 - Sep 4, 2025	N/A
#12	-1.45% Jun 4, 2026 - Jun 9, 2026	N/A
#13	-1.34% Aug 22, 2025 - Aug 27, 2025	N/A
#14	-1.15% Nov 26, 2025 - Dec 3, 2025	N/A
#15	-1.15% Sep 4, 2025 - Sep 11, 2025	N/A

Correlation

Correlation between LITL and DAT is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101