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QIS vs SPY

Comparison between SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

QIS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QIS
$39M
Winner
SPY
$781B
Expense Ratio
QIS
1.21%
Winner
SPY
0.09%
Max Drawdown
QIS
62.61%
Winner
SPY
56.47%
Sharpe Ratio
QIS
-1.62
Winner
SPY
1.22
5Y Beta
Winner
QIS
0.34
SPY
1.00
P/E Ratio
QIS
N/A
SPY
28.78
Forward P/E
QIS
N/A
SPY
21.25
5Y Dividends CAGR
QIS
N/A
SPY
6.00%
5Y EPS CAGR
QIS
N/A
SPY
25.62%
Debt to Equity
QIS
N/A
SPY
31.92%
P/S Ratio
QIS
N/A
SPY
3.76
P/B Ratio
QIS
N/A
SPY
5.64

QIS vs SPY - Holdings Comparison

QIS and SPY have 110 common holdings. Overlap is 2.28%

QIS's top 25 holdings weight is 71.40%. SPY's top 25 holdings weight is 51.74%.

RankQISSPY
#1
SIMPLIFY CHINA A SHARES PLUS INCOME ETF (CAS) - 20.86%
NVIDIA CORP (NVDA) - 7.89%
#2
CASH (n/a) - 5.85%
APPLE INC (AAPL) - 7.37%
#3
SIMPLIFY US EQ PLUS MGD FUTS STGY ETF (CTAP) - 5.48%
MICROSOFT CORP (MSFT) - 4.50%
#4
SIMPLIFY ANCORATO TARGET 25 DIST ETF (XXV) - 4.95%
AMAZON.COM INC (AMZN) - 3.82%
#5
TRS UBSMQLTP SOFR &30 111326 (n/a) - 4.41%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
n/a (DELL) - 2.66%
BROADCOM INC (AVGO) - 2.86%
#7
CISCO SYSTEMS INC (CSCO) - 1.71%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
BROADCOM INC (AVGO) - 1.64%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.60%
TESLA INC (TSLA) - 1.70%
#10
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.58%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LAM RESEARCH CORP (LRCX) - 1.51%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
UNITEDHEALTH GROUP INC (UNH) - 1.50%
ELI LILLY AND CO (LLY) - 1.40%
#13
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
UNITED RENTALS INC (URI) - 1.44%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
APPLIED MATERIALS INC (AMAT) - 1.42%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
KLA CORP (KLAC) - 1.41%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SOUTHERN COPPER CORP (SCCO) - 1.38%
VISA INC CLASS A (V) - 0.90%
#18
FREEPORT-MCMORAN INC (FCX) - 1.37%
WALMART INC (WMT) - 0.76%
#19
APPLE INC (AAPL) - 1.35%
INTEL CORP (INTC) - 0.75%
#20
SYNOPSYS INC (SNPS) - 1.32%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CORPAY INC (CPAY) - 1.32%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MONSTER BEVERAGE CORP (MNST) - 1.31%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
W.W. GRAINGER INC (GWW) - 1.29%
ABBVIE INC (ABBV) - 0.66%
#24
MICROSOFT CORP (MSFT) - 1.28%
CATERPILLAR INC (CAT) - 0.65%
#25
AGILENT TECHNOLOGIES INC (A) - 1.28%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings226505

QIS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
QIS
+7.53%
SPY
+0.63%
3M
QIS
-13.01%
Winner
SPY
+4.46%
6M
QIS
-26.56%
Winner
SPY
+7.67%
1Y
QIS
-46.72%
Winner
SPY
+17.68%
5Y(CAGR)
QIS
N/A
SPY
+12.42%
10Y(CAGR)
QIS
N/A
SPY
+14.84%
Max(CAGR)
QIS
-21.90%
Winner
SPY
+8.44%

QIS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearQISSPY
2026-24.57%+8.63%
2025-37.75%+18.00%
2024+0.11%+25.59%
2023+1.95%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

QIS vs SPY Drawdown Comparison

The maximum drawdown for QIS was -61.26%, occurring on Jul 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current QIS drawdown is -56.25%. The current SPY drawdown is -2.57%.

RankQISSPY
#1-61.26%
Oct 1, 2024 - Jul 10, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.21%
May 28, 2024 - Oct 1, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.56%
Oct 5, 2023 - Feb 28, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.33%
Apr 3, 2024 - Apr 25, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.17%
Aug 28, 2023 - Sep 6, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.03%
Apr 25, 2024 - May 28, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.01%
Feb 28, 2024 - Mar 11, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.81%
Mar 11, 2024 - Mar 15, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.50%
Aug 22, 2023 - Aug 25, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.44%
Mar 15, 2024 - Mar 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.40%
Oct 3, 2023 - Oct 5, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.39%
Sep 12, 2023 - Sep 22, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.38%
Sep 29, 2023 - Oct 3, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.36%
Aug 8, 2023 - Aug 15, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.33%
Sep 26, 2023 - Sep 29, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between QIS and SPY is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.85
-101

Dividend Comparison (1999 - 2026)

QIS vs SPY dividend yield comparison.

YearQISSPY
20260.91%0.50%
20253.37%1.07%
20241.07%1.21%
20233.28%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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