LITL vs SPY
Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
LITL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LITL
$5.50M
Winner
SPY
$735B
Expense Ratio
LITL
0.91%
Winner
SPY
0.09%
Max Drawdown
Winner
LITL
9.74%
SPY
56.47%
Sharpe Ratio
LITL
0.82
Winner
SPY
1.62
5Y Beta
LITL
1.18
Winner
SPY
1.00
P/E Ratio
Winner
LITL
10.34
SPY
28.99
Forward P/E
Winner
LITL
12.83
SPY
22.37
5Y Dividends CAGR
LITL
N/A
SPY
5.43%
5Y EPS CAGR
LITL
19.72%
Winner
SPY
26.05%
Debt to Equity
LITL
54.26%
Winner
SPY
32.40%
P/S Ratio
Winner
LITL
1.48
SPY
3.74
P/B Ratio
Winner
LITL
2.14
SPY
5.61
LITL vs SPY - Holdings Comparison
LITL and SPY have 1 common holdings. Overlap is -5.30%
LITL's top 25 holdings weight is 23.47%. SPY's top 25 holdings weight is 52.37%.
| Rank | LITL | SPY |
|---|---|---|
| #1 | TRSBA0016 (n/a) - 5.32% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 1.07% | APPLE INC (AAPL) - 7.02% |
| #3 | ISHARES RUSSELL 2000 ETF (IWM) - 0.95% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | EVERQUOTE INC CLASS A (EVER) - 0.86% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | WILLDAN GROUP INC (WLDN) - 0.82% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | PACS GROUP INC (PACS) - 0.81% | BROADCOM INC (AVGO) - 3.10% |
| #7 | VERACYTE INC (VCYT) - 0.78% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | IDAHO STRATEGIC RESOURCES INC (IDR) - 0.77% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PRIMEENERGY RESOURCES CORP (PNRG) - 0.76% | TESLA INC (TSLA) - 1.89% |
| #10 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | IBEX LTD (IBEX) - 0.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | BLUE BIRD CORP (BLBD) - 0.72% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ANTERIX INC (ATEX) - 0.72% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | SUNRUN INC (RUN) - 0.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.71% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CECO ENVIRONMENTAL CORP (CECO) - 0.71% | INTEL CORP (INTC) - 0.90% |
| #17 | CATALYST PHARMACEUTICALS INC (CPRX) - 0.71% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | NATIONAL HEALTHCARE CORP (NHC) - 0.71% | VISA INC CLASS A (V) - 0.85% |
| #19 | BEL FUSE INC CLASS B (BELFB) - 0.70% | WALMART INC (WMT) - 0.81% |
| #20 | NWPX INFRASTRUCTURE INC (NWPX) - 0.70% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | MAREX GROUP PLC (MRX) - 0.70% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | CBL & ASSOCIATES PROPERTIES INC NEW (CBL) - 0.70% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | MERCURY GENERAL CORP (MCY) - 0.69% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.69% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | LAUREATE EDUCATION INC SHS (LAUR) - 0.69% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 177 | 505 |
LITL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LITL
-1.13%
Winner
SPY
+1.90%
3M
LITL
+5.16%
Winner
SPY
+8.55%
6M
LITL
+6.86%
Winner
SPY
+8.18%
1Y
LITL
+19.08%
Winner
SPY
+25.79%
5Y(CAGR)
LITL
N/A
SPY
+13.32%
10Y(CAGR)
LITL
N/A
SPY
+15.19%
Max(CAGR)
Winner
LITL
+23.40%
SPY
+8.47%
LITL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LITL | SPY |
|---|---|---|
| 2026 | +6.80% | +8.26% |
| 2025 | +18.37% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LITL vs SPY Drawdown Comparison
The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LITL drawdown is -1.45%. The current SPY drawdown is -2.90%.
| Rank | LITL | SPY |
|---|---|---|
| #1 | -9.32% Jan 22, 2026 - Apr 17, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -8.53% Jul 3, 2025 - Aug 22, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -7.68% Sep 11, 2025 - Nov 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.19% May 1, 2026 - May 27, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.90% May 13, 2025 - Jun 6, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.21% Jun 10, 2025 - Jun 26, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.08% Dec 11, 2025 - Jan 12, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.90% Apr 20, 2026 - May 1, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.65% Jan 15, 2026 - Jan 21, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.60% Jun 1, 2026 - Jun 4, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.59% Aug 27, 2025 - Sep 4, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.45% Jun 4, 2026 - Jun 5, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.34% Aug 22, 2025 - Aug 27, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.15% Nov 26, 2025 - Dec 3, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.15% Sep 4, 2025 - Sep 11, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LITL and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
LITL vs SPY dividend yield comparison.
| Year | LITL | SPY |
|---|---|---|
| 2026 | 0.80% | 0.24% |
| 2025 | 0.71% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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