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SDMF vs SEPM

Comparison between SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER (SEPM, ETF).

SDMF vs SEPM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDMF
$31M
SEPM
$31M
Expense Ratio
Winner
SDMF
0.35%
SEPM
0.85%
Max Drawdown
SDMF
6.23%
Winner
SEPM
3.88%
Sharpe Ratio
SDMF
0.41
Winner
SEPM
1.02
5Y Beta
Winner
SDMF
0.16
SEPM
0.19

SDMF vs SEPM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SDMF
+1.50%
SEPM
+0.50%
3M
Winner
SDMF
+3.80%
SEPM
+2.05%
6M
Winner
SDMF
+3.42%
SEPM
+3.40%
1Y
SDMF
N/A
SEPM
+6.48%
Max(CAGR)
Winner
SDMF
+8.43%
SEPM
+6.08%

SDMF vs SEPM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSDMFSEPM
2026+3.42%+3.55%
2025N/A+6.52%
2024N/A+0.82%

SDMF vs SEPM Drawdown Comparison

The maximum drawdown for SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.

The maximum drawdown for SEPM was -3.88%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current SEPM drawdown is -0.02%.

RankSDMFSEPM
#1-6.23%
Feb 27, 2026 - Jun 1, 2026
-3.88%
Feb 19, 2025 - May 14, 2025
#2-3.51%
Jun 3, 2026 - Jul 21, 2026
-1.82%
Feb 25, 2026 - Apr 9, 2026
#3-0.23%
Feb 25, 2026 - Feb 27, 2026
-1.07%
Oct 28, 2025 - Dec 3, 2025
#4-0.03%
Feb 20, 2026 - Feb 24, 2026
-0.68%
Dec 4, 2024 - Jan 15, 2025
#5N/A-0.62%
May 19, 2025 - Jun 2, 2025
#6N/A-0.56%
Oct 8, 2025 - Oct 20, 2025
#7N/A-0.55%
Jan 28, 2026 - Feb 9, 2026
#8N/A-0.54%
Jan 9, 2026 - Jan 27, 2026
#9N/A-0.52%
Jun 2, 2026 - Jun 15, 2026
#10N/A-0.50%
Oct 18, 2024 - Nov 6, 2024
#11N/A-0.40%
Dec 11, 2025 - Dec 19, 2025
#12N/A-0.40%
Nov 8, 2024 - Nov 22, 2024
#13N/A-0.39%
Feb 9, 2026 - Feb 25, 2026
#14N/A-0.39%
Jun 16, 2026 - Jun 30, 2026
#15N/A-0.37%
Jul 28, 2025 - Aug 6, 2025

Correlation

Correlation between SDMF and SEPM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

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