LITL vs EFRA
Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and ISHARES ENVIRONMENTAL INFRASTRUCTURE AND INDUSTRIALS ETF (EFRA, ETF).
LITL vs EFRA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LITL
$5.50M
EFRA
$5.50M
Expense Ratio
LITL
0.91%
Winner
EFRA
0.47%
Max Drawdown
Winner
LITL
9.74%
EFRA
18.53%
Sharpe Ratio
Winner
LITL
1.14
EFRA
0.59
5Y Beta
LITL
1.14
Winner
EFRA
0.65
P/E Ratio
Winner
LITL
11.77
EFRA
25.77
Forward P/E
Winner
LITL
12.70
EFRA
19.40
PEG Ratio
LITL
0.02
EFRA
N/A
5Y EPS CAGR
LITL
20.54%
EFRA
N/A
Debt to Equity
LITL
333.11%
Winner
EFRA
55.23%
LITL vs EFRA - Holdings Comparison
LITL and EFRA have 1 common holdings. Overlap is -0.12%
LITL's top 25 holdings weight is 17.69%. EFRA's top 25 holdings weight is 81.26%.
| Rank | LITL | EFRA |
|---|---|---|
| #1 | NVE CORP (NVEC) - 0.77% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 6.60% |
| #2 | TAYLOR MORRISON HOME CORP (TMHC) - 0.76% | VEOLIA ENVIRONNEMENT SA (n/a) - 6.34% |
| #3 | LIFE360 INC COMMON STOCK (LIF) - 0.74% | VERALTO CORP (VLTO) - 5.76% |
| #4 | CINEMARK HOLDINGS INC (CNK) - 0.74% | SMURFIT WESTROCK PLC (SW) - 5.43% |
| #5 | BLUE BIRD CORP (BLBD) - 0.72% | XYLEM INC (XYL) - 5.41% |
| #6 | KAISER ALUMINUM CORP (KALU) - 0.71% | AMERICAN WATER WORKS CO INC (AWK) - 5.35% |
| #7 | CECO ENVIRONMENTAL CORP (CECO) - 0.71% | CLEAN HARBORS INC (CLH) - 4.27% |
| #8 | CONSTELLIUM SE CLASS A (n/a) - 0.71% | n/a (n/a) - 3.84% |
| #9 | WILLDAN GROUP INC (WLDN) - 0.71% | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 3.63% |
| #10 | ANTERIX INC (ATEX) - 0.71% | PENTAIR PLC (PNR) - 3.36% |
| #11 | VERACYTE INC (VCYT) - 0.70% | ESSENTIAL UTILITIES INC (WTRG) - 2.92% |
| #12 | INSIGHT ENTERPRISES INC (NSIT) - 0.70% | SEVERN TRENT PLC (n/a) - 2.91% |
| #13 | MATSON INC (MATX) - 0.70% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.67% |
| #14 | PITNEY BOWES INC (PBI) - 0.70% | NGK CORP (n/a) - 2.51% |
| #15 | LAUREATE EDUCATION INC SHS (LAUR) - 0.70% | STANTEC INC (STN) - 2.47% |
| #16 | LGI HOMES INC (LGIH) - 0.70% | CORE & MAIN INC CLASS A (CNM) - 2.45% |
| #17 | KOHL'S CORP (KSS) - 0.69% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.31% |
| #18 | KFORCE INC (KFRC) - 0.69% | YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD (n/a) - 2.16% |
| #19 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.69% | TETRA TECH INC (TTEK) - 1.98% |
| #20 | DAILY JOURNAL CORP (DJCO) - 0.69% | UMICORE SA ORDINARY SHARES (n/a) - 1.79% |
| #21 | DIAMONDROCK HOSPITALITY CO (DRH) - 0.69% | TOTO LTD (n/a) - 1.75% |
| #22 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.69% | KURITA WATER INDUSTRIES LTD (n/a) - 1.60% |
| #23 | COMMVAULT SYSTEMS INC (CVLT) - 0.69% | SHIMADZU CORP (n/a) - 1.60% |
| #24 | REPUBLIC BANCORP INC CLASS A (RBCAA) - 0.69% | n/a (MWA) - 1.11% |
| #25 | PAGERDUTY INC (PD) - 0.69% | FRANKLIN ELECTRIC CO INC (FELE) - 1.04% |
| Total Holdings | 154 | 110 |
LITL vs EFRA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LITL
+7.60%
EFRA
+2.36%
3M
Winner
LITL
+15.67%
EFRA
+2.98%
6M
Winner
LITL
+10.52%
EFRA
+5.98%
1Y
Winner
LITL
+26.24%
EFRA
+11.96%
Max(CAGR)
Winner
LITL
+28.38%
EFRA
+14.00%
LITL vs EFRA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LITL | EFRA |
|---|---|---|
| 2026 | +12.56% | +4.93% |
| 2025 | +18.37% | +14.24% |
| 2024 | N/A | +9.55% |
| 2023 | N/A | +14.05% |
| 2022 | N/A | +7.48% |
LITL vs EFRA Drawdown Comparison
The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.
The maximum drawdown for EFRA was -16.22%, occurring on Apr 8, 2025. Recovery took 164 trading sessions.
The current EFRA drawdown is -5.88%.
| Rank | LITL | EFRA |
|---|---|---|
| #1 | -9.32% Jan 22, 2026 - Apr 17, 2026 | -16.22% Sep 19, 2024 - May 16, 2025 |
| #2 | -8.53% Jul 3, 2025 - Aug 22, 2025 | -15.74% Jul 31, 2023 - Dec 19, 2023 |
| #3 | -7.68% Sep 11, 2025 - Nov 26, 2025 | -11.20% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -4.19% May 1, 2026 - May 27, 2026 | -10.12% Feb 2, 2023 - Jul 13, 2023 |
| #5 | -3.90% May 13, 2025 - Jun 6, 2025 | -7.58% Oct 24, 2025 - Jan 6, 2026 |
| #6 | -3.21% Jun 10, 2025 - Jun 26, 2025 | -6.94% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -3.08% Dec 11, 2025 - Jan 12, 2026 | -6.30% May 20, 2024 - Jul 16, 2024 |
| #8 | -1.90% Apr 20, 2026 - May 1, 2026 | -5.15% Jul 31, 2024 - Aug 21, 2024 |
| #9 | -1.65% Jan 15, 2026 - Jan 21, 2026 | -4.71% Dec 27, 2023 - Feb 15, 2024 |
| #10 | -1.60% Jun 1, 2026 - Jun 4, 2026 | -4.47% Mar 28, 2024 - May 3, 2024 |
| #11 | -1.59% Aug 27, 2025 - Sep 4, 2025 | -3.61% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -1.45% Jun 4, 2026 - Jun 9, 2026 | -3.48% Aug 22, 2025 - Oct 23, 2025 |
| #13 | -1.34% Aug 22, 2025 - Aug 27, 2025 | -2.87% Nov 25, 2022 - Dec 1, 2022 |
| #14 | -1.15% Nov 26, 2025 - Dec 3, 2025 | -2.86% Jul 3, 2025 - Aug 12, 2025 |
| #15 | -1.15% Sep 4, 2025 - Sep 11, 2025 | -2.42% Jan 17, 2023 - Jan 24, 2023 |
Correlation
Correlation between LITL and EFRA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2022 - 2026)
LITL vs EFRA dividend yield comparison.
| Year | LITL | EFRA |
|---|---|---|
| 2026 | 0.76% | 0.98% |
| 2025 | 0.71% | 4.34% |
| 2024 | 0.00% | 3.79% |
| 2023 | 0.00% | 1.85% |
| 2022 | 0.00% | 0.14% |
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