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NBIG vs SPD

Comparison between LEVERAGE SHARES 2X LONG NBIS DAILY ETF (NBIG, ETF) and SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF).

NBIG vs SPD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NBIG
$108M
SPD
$108M
Expense Ratio
NBIG
N/A
SPD
0.53%
Max Drawdown
NBIG
75.83%
Winner
SPD
28.49%
Sharpe Ratio
Winner
NBIG
1.32
SPD
0.61
5Y Beta
NBIG
6.87
Winner
SPD
0.93
5Y Dividends CAGR
NBIG
N/A
SPD
32.80%

NBIG vs SPD - Holdings Comparison

NBIG and SPD have 0 common holdings. Overlap is 0.00%

NBIG's top 25 holdings weight is 4.95%. SPD's top 25 holdings weight is 100.90%.

RankNBIGSPD
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.95%
ISHARES CORE S&P 500 ETF (IVV) - 99.10%
#2N/A
SPXW US 12/19/25 P5700 (n/a) - 0.88%
#3N/A
SPXW US 11/21/25 P5500 (n/a) - 0.30%
#4N/A
SPXW US 10/17/25 C6725 (n/a) - 0.12%
#5N/A
FIDELITY INV MMTRSY 1 680 (n/a) - 0.10%
#6N/A
SPXW US 10/08/25 C6690 (n/a) - 0.08%
#7N/A
SPXW US 10/03/25 C6670 (n/a) - 0.08%
#8N/A
SPXW US 10/08/25 P6350 (n/a) - 0.06%
#9N/A
SPXW US 10/10/25 C6725 (n/a) - 0.06%
#10N/A
SPXW US 10/06/25 P6400 (n/a) - 0.03%
#11N/A
SPXW US 10/17/25 P5350 (n/a) - 0.03%
#12N/A
GLD US 10/10/25 P324 (n/a) - 0.01%
#13N/A
BNY MELLON CASH RESERVE U (n/a) - 0.01%
#14N/A
RUTW US 10/10/25 P2215 (n/a) - 0.01%
#15N/A
GLD US 10/10/25 P328 (n/a) - 0.01%
#16N/A
RUTW US 10/10/25 P2230 (n/a) - 0.01%
#17N/A
SPXW US 10/03/25 P6360 (n/a) - 0.01%
#18N/A
SPXW US 10/06/25 C6790 (n/a) - 0.01%
#19N/A
RUTW US 10/08/25 P2240 (n/a) - 0.00%
#20N/A
STONEX CASH (n/a) - 0.00%
#21N/A
SPXW US 10/10/25 P6100 (n/a) - 0.00%
#22N/A
SPXW US 10/10/25 P6140 (n/a) - 0.00%
#23N/A
NDXP US 10/10/25 P22550 (n/a) - 0.00%
#24N/A
SPXW US 10/01/25 C6775 (n/a) - 0.00%
#25N/A
GLD US 10/10/25 P334 (n/a) - -0.01%
Total Holdings135

NBIG vs SPD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NBIG
+49.34%
SPD
+0.99%
3M
Winner
NBIG
+244.71%
SPD
+10.09%
6M
Winner
NBIG
+298.10%
SPD
+5.45%
1Y
NBIG
N/A
SPD
+12.37%
5Y(CAGR)
NBIG
N/A
SPD
+8.03%
Max(CAGR)
Winner
NBIG
+136.99%
SPD
+10.61%

NBIG vs SPD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearNBIGSPD
2026+296.79%+5.48%
2025-62.34%+18.48%
2024N/A+17.92%
2023N/A+21.68%
2022N/A-25.90%
2021N/A+26.54%
2020N/A+8.75%

NBIG vs SPD Drawdown Comparison

The maximum drawdown for NBIG was -75.83%, occurring on Feb 5, 2026. Recovery took 125 trading sessions.

The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.

The current NBIG drawdown is -25.62%. The current SPD drawdown is -1.89%.

RankNBIGSPD
#1-75.83%
Oct 31, 2025 - May 4, 2026
-27.38%
Dec 27, 2021 - Jun 12, 2024
#2-37.73%
Jun 1, 2026 - Jun 10, 2026
-15.18%
Dec 11, 2024 - May 2, 2025
#3-25.68%
May 14, 2026 - May 28, 2026
-11.90%
Oct 28, 2025 - May 6, 2026
#4-17.70%
May 6, 2026 - May 13, 2026
-7.24%
Oct 12, 2020 - Nov 9, 2020
#5-5.72%
Oct 27, 2025 - Oct 31, 2025
-7.02%
Jul 16, 2024 - Sep 30, 2024
#6-1.08%
May 4, 2026 - May 6, 2026
-5.56%
Aug 30, 2021 - Oct 28, 2021
#7N/A-5.44%
Sep 4, 2020 - Oct 8, 2020
#8N/A-4.47%
Nov 8, 2021 - Dec 10, 2021
#9N/A-4.47%
Jul 3, 2025 - Sep 11, 2025
#10N/A-4.17%
Feb 12, 2021 - Mar 15, 2021
#11N/A-3.94%
Jun 2, 2026 - Jun 10, 2026
#12N/A-3.63%
May 7, 2021 - May 28, 2021
#13N/A-3.55%
May 19, 2025 - Jun 27, 2025
#14N/A-3.16%
Jan 20, 2021 - Feb 4, 2021
#15N/A-2.96%
Oct 6, 2025 - Oct 24, 2025

Correlation

Correlation between NBIG and SPD is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

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