PCLG vs SPD

Comparison between Polen Focus Growth ETF (PCLG, ETF) and SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF).

PCLG vs SPD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCLG(ETF)	SPD(ETF)
Net Assets	$108M	$108M
Expense Ratio	0.49%	0.53%
Max Drawdown	23.80%	28.49%
Sharpe Ratio	-1.11	0.61
5Y Beta	1.05	0.93
P/E Ratio	30.37	N/A
Forward P/E	23.51	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	N/A	32.80%
5Y EPS CAGR	26.43%	N/A
Debt to Equity	41.41%	N/A
P/S Ratio	6.22	N/A
P/B Ratio	8.34	N/A

Net Assets

PCLG

$108M

SPD

$108M

Expense Ratio

Winner

PCLG

0.49%

SPD

0.53%

Max Drawdown

Winner

PCLG

23.80%

SPD

28.49%

Sharpe Ratio

PCLG

-1.11

Winner

SPD

0.61

5Y Beta

PCLG

1.05

Winner

SPD

0.93

P/E Ratio

PCLG

30.37

SPD

N/A

Forward P/E

PCLG

23.51

SPD

N/A

PEG Ratio

PCLG

0.52

SPD

N/A

5Y Dividends CAGR

PCLG

N/A

SPD

32.80%

5Y EPS CAGR

PCLG

26.43%

SPD

N/A

Debt to Equity

PCLG

41.41%

SPD

N/A

P/S Ratio

PCLG

6.22

SPD

N/A

P/B Ratio

PCLG

8.34

SPD

N/A

PCLG vs SPD - Holdings Comparison

PCLG and SPD have 1 common holdings. Overlap is -0.58%

PCLG's top 25 holdings weight is 98.84%. SPD's top 25 holdings weight is 100.90%.

Rank	PCLG	SPD
#1	AMAZON.COM INC (AMZN) - 9.46%	ISHARES CORE S&P 500 ETF (IVV) - 99.10%
#2	MICROSOFT CORP (MSFT) - 7.61%	SPXW US 12/19/25 P5700 (n/a) - 0.88%
#3	ELI LILLY AND CO (LLY) - 6.03%	SPXW US 11/21/25 P5500 (n/a) - 0.30%
#4	ALPHABET INC CLASS C (GOOG) - 5.98%	SPXW US 10/17/25 C6725 (n/a) - 0.12%
#5	BROADCOM INC (AVGO) - 5.57%	FIDELITY INV MMTRSY 1 680 (n/a) - 0.10%
#6	ORACLE CORP (ORCL) - 5.33%	SPXW US 10/08/25 C6690 (n/a) - 0.08%
#7	MASTERCARD INC CLASS A (MA) - 5.13%	SPXW US 10/03/25 C6670 (n/a) - 0.08%
#8	VISA INC CLASS A (V) - 4.81%	SPXW US 10/08/25 P6350 (n/a) - 0.06%
#9	NVIDIA CORP (NVDA) - 4.47%	SPXW US 10/10/25 C6725 (n/a) - 0.06%
#10	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.21%	SPXW US 10/06/25 P6400 (n/a) - 0.03%
#11	MSCI INC (MSCI) - 3.54%	SPXW US 10/17/25 P5350 (n/a) - 0.03%
#12	ZOETIS INC CLASS A (ZTS) - 3.39%	GLD US 10/10/25 P324 (n/a) - 0.01%
#13	UNITED STATES DOLLAR (n/a) - 3.31%	BNY MELLON CASH RESERVE U (n/a) - 0.01%
#14	SERVICENOW INC (NOW) - 3.19%	RUTW US 10/10/25 P2215 (n/a) - 0.01%
#15	IDEXX LABORATORIES INC (IDXX) - 3.08%	GLD US 10/10/25 P328 (n/a) - 0.01%
#16	COSTAR GROUP INC (CSGP) - 3.08%	RUTW US 10/10/25 P2230 (n/a) - 0.01%
#17	INTUIT INC (INTU) - 2.90%	SPXW US 10/03/25 P6360 (n/a) - 0.01%
#18	STARBUCKS CORP (SBUX) - 2.89%	SPXW US 10/06/25 C6790 (n/a) - 0.01%
#19	AON PLC CLASS A (AON) - 2.71%	RUTW US 10/08/25 P2240 (n/a) - 0.00%
#20	ACCENTURE PLC CLASS A (ACN) - 2.48%	STONEX CASH (n/a) - 0.00%
#21	INTUITIVE SURGICAL INC (ISRG) - 2.22%	SPXW US 10/10/25 P6100 (n/a) - 0.00%
#22	SYNOPSYS INC (SNPS) - 2.20%	SPXW US 10/10/25 P6140 (n/a) - 0.00%
#23	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.97%	NDXP US 10/10/25 P22550 (n/a) - 0.00%
#24	BOSTON SCIENTIFIC CORP (BSX) - 1.86%	SPXW US 10/01/25 C6775 (n/a) - 0.00%
#25	UBER TECHNOLOGIES INC (UBER) - 1.42%	GLD US 10/10/25 P334 (n/a) - -0.01%
Total Holdings	26	35

PCLG vs SPD - Historical Returns

Returns include dividend reinvestment.

Period	PCLG	SPD
1 month	-0.82%	+0.99%
3 months	+3.05%	+10.09%
6 months	-10.58%	+5.45%
1 year	N/A	+12.37%
5 years(CAGR)	N/A	+8.03%
Max(CAGR)	-16.94%	+10.61%

PCLG

-0.82%

Winner

SPD

+0.99%

PCLG

+3.05%

Winner

SPD

+10.09%

PCLG

-10.58%

Winner

SPD

+5.45%

PCLG

N/A

SPD

+12.37%

5Y(CAGR)

PCLG

N/A

SPD

+8.03%

Max(CAGR)

PCLG

-16.94%

Winner

SPD

+10.61%

PCLG vs SPD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PCLG	SPD
2026	-10.08%	+5.48%
2025	-1.09%	+18.48%
2024	N/A	+17.92%
2023	N/A	+21.68%
2022	N/A	-25.90%
2021	N/A	+26.54%
2020	N/A	+8.75%

PCLG vs SPD Drawdown Comparison

The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current PCLG drawdown is -15.08%. The current SPD drawdown is -1.89%.

Rank	PCLG	SPD
#1	-23.78% Oct 28, 2025 - Mar 27, 2026	-27.38% Dec 27, 2021 - Jun 12, 2024
#2	-2.61% Oct 8, 2025 - Oct 24, 2025	-15.18% Dec 11, 2024 - May 2, 2025
#3	-0.20% Oct 6, 2025 - Oct 8, 2025	-11.90% Oct 28, 2025 - May 6, 2026
#4	N/A	-7.24% Oct 12, 2020 - Nov 9, 2020
#5	N/A	-7.02% Jul 16, 2024 - Sep 30, 2024
#6	N/A	-5.56% Aug 30, 2021 - Oct 28, 2021
#7	N/A	-5.44% Sep 4, 2020 - Oct 8, 2020
#8	N/A	-4.47% Nov 8, 2021 - Dec 10, 2021
#9	N/A	-4.47% Jul 3, 2025 - Sep 11, 2025
#10	N/A	-4.17% Feb 12, 2021 - Mar 15, 2021
#11	N/A	-3.94% Jun 2, 2026 - Jun 10, 2026
#12	N/A	-3.63% May 7, 2021 - May 28, 2021
#13	N/A	-3.55% May 19, 2025 - Jun 27, 2025
#14	N/A	-3.16% Jan 20, 2021 - Feb 4, 2021
#15	N/A	-2.96% Oct 6, 2025 - Oct 24, 2025