LITL vs WEPN
Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and NICHOLAS DEFENSE AND RARE EARTH INCOME ETF (WEPN, ETF).
LITL vs WEPN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LITL
$5.50M
Winner
WEPN
$5.60M
Expense Ratio
Winner
LITL
0.91%
WEPN
1.11%
Max Drawdown
Winner
LITL
9.74%
WEPN
15.92%
Sharpe Ratio
Winner
LITL
0.82
WEPN
-0.77
5Y Beta
Winner
LITL
1.18
WEPN
1.64
P/E Ratio
Winner
LITL
10.34
WEPN
43.85
Forward P/E
Winner
LITL
12.83
WEPN
34.11
5Y EPS CAGR
LITL
19.72%
WEPN
N/A
Debt to Equity
LITL
54.26%
Winner
WEPN
52.81%
P/S Ratio
Winner
LITL
1.48
WEPN
3.39
P/B Ratio
Winner
LITL
2.14
WEPN
5.43
LITL vs WEPN - Holdings Comparison
LITL and WEPN have 1 common holdings. Overlap is -5.30%
LITL's top 25 holdings weight is 23.47%. WEPN's top 25 holdings weight is 78.49%.
| Rank | LITL | WEPN |
|---|---|---|
| #1 | TRSBA0016 (n/a) - 5.32% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.95% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 1.07% | PALO ALTO NETWORKS INC (PANW) - 6.78% |
| #3 | ISHARES RUSSELL 2000 ETF (IWM) - 0.95% | INVESCO DB BASE METALS (DBB) - 6.52% |
| #4 | EVERQUOTE INC CLASS A (EVER) - 0.86% | VANECK STEEL ETF (SLX) - 4.36% |
| #5 | WILLDAN GROUP INC (WLDN) - 0.82% | OTHER ASSETS AND LIABILITIES (n/a) - 3.79% |
| #6 | PACS GROUP INC (PACS) - 0.81% | n/a (PLTR) - 3.76% |
| #7 | VERACYTE INC (VCYT) - 0.78% | GENERAL DYNAMICS CORP (GD) - 3.76% |
| #8 | IDAHO STRATEGIC RESOURCES INC (IDR) - 0.77% | BWX TECHNOLOGIES INC (BWXT) - 3.75% |
| #9 | PRIMEENERGY RESOURCES CORP (PNRG) - 0.76% | ONDAS INC (ONDS) - 3.75% |
| #10 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% | AEROVIRONMENT INC (AVAV) - 3.63% |
| #11 | IBEX LTD (IBEX) - 0.72% | GLOBAL X LITHIUM & BATTERY TECH ETF (LIT) - 3.43% |
| #12 | BLUE BIRD CORP (BLBD) - 0.72% | ABRDN PHYSICAL PLATINUM SHARES ETF (PPLT) - 3.39% |
| #13 | ANTERIX INC (ATEX) - 0.72% | RTX CORP (RTX) - 3.36% |
| #14 | SUNRUN INC (RUN) - 0.71% | L3HARRIS TECHNOLOGIES INC (LHX) - 3.32% |
| #15 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.71% | UNITED STATES COPPER INDEX (CPER) - 3.22% |
| #16 | CECO ENVIRONMENTAL CORP (CECO) - 0.71% | CACI INTERNATIONAL INC CLASS A (CACI) - 3.18% |
| #17 | CATALYST PHARMACEUTICALS INC (CPRX) - 0.71% | LOCKHEED MARTIN CORP (LMT) - 3.11% |
| #18 | NATIONAL HEALTHCARE CORP (NHC) - 0.71% | NORTHROP GRUMMAN CORP (NOC) - 2.90% |
| #19 | BEL FUSE INC CLASS B (BELFB) - 0.70% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.83% |
| #20 | NWPX INFRASTRUCTURE INC (NWPX) - 0.70% | GLOBAL X URANIUM ETF (URA) - 2.71% |
| #21 | MAREX GROUP PLC (MRX) - 0.70% | MP US 05/29/26 P53 (n/a) - 0.01% |
| #22 | CBL & ASSOCIATES PROPERTIES INC NEW (CBL) - 0.70% | LIT US 06/18/26 C105 (n/a) - 0.01% |
| #23 | MERCURY GENERAL CORP (MCY) - 0.69% | PPLT US 06/18/26 C21 (n/a) - 0.00% |
| #24 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.69% | PPLT US 06/18/26 C18.5 (n/a) - -0.01% |
| #25 | LAUREATE EDUCATION INC SHS (LAUR) - 0.69% | MP US 05/29/26 P56 (n/a) - -0.02% |
| Total Holdings | 177 | 57 |
LITL vs WEPN - Historical Returns
Returns include dividend reinvestment.
1M
LITL
-1.13%
Winner
WEPN
+2.42%
3M
Winner
LITL
+5.16%
WEPN
-5.39%
6M
LITL
+6.86%
WEPN
N/A
1Y
LITL
+19.08%
WEPN
N/A
Max(CAGR)
Winner
LITL
+23.40%
WEPN
-23.52%
LITL vs WEPN - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | LITL | WEPN |
|---|---|---|
| 2026 | +6.80% | -6.67% |
| 2025 | +18.37% | N/A |
LITL vs WEPN Drawdown Comparison
The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.
The maximum drawdown for WEPN was -15.13%, occurring on Mar 30, 2026. Recovery took 61 trading sessions.
The current LITL drawdown is -1.45%. The current WEPN drawdown is -8.69%.
| Rank | LITL | WEPN |
|---|---|---|
| #1 | -9.32% Jan 22, 2026 - Apr 17, 2026 | -15.13% Mar 4, 2026 - Jun 1, 2026 |
| #2 | -8.53% Jul 3, 2025 - Aug 22, 2025 | -8.69% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -7.68% Sep 11, 2025 - Nov 26, 2025 | N/A |
| #4 | -4.19% May 1, 2026 - May 27, 2026 | N/A |
| #5 | -3.90% May 13, 2025 - Jun 6, 2025 | N/A |
| #6 | -3.21% Jun 10, 2025 - Jun 26, 2025 | N/A |
| #7 | -3.08% Dec 11, 2025 - Jan 12, 2026 | N/A |
| #8 | -1.90% Apr 20, 2026 - May 1, 2026 | N/A |
| #9 | -1.65% Jan 15, 2026 - Jan 21, 2026 | N/A |
| #10 | -1.60% Jun 1, 2026 - Jun 4, 2026 | N/A |
| #11 | -1.59% Aug 27, 2025 - Sep 4, 2025 | N/A |
| #12 | -1.45% Jun 4, 2026 - Jun 5, 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 WEPN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2025 - 2026)
LITL vs WEPN dividend yield comparison.
| Year | LITL | WEPN |
|---|---|---|
| 2026 | 0.80% | 3.34% |
| 2025 | 0.71% | 0.00% |
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