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SIMS vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SIMS, delivering a return of +13.4% compared to +0.2%

SIMS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SIMS
$8.80M
Winner
SPY
$784B
Expense Ratio
SIMS
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
SIMS
46.29%
SPY
56.47%
Sharpe Ratio
SIMS
1.08
Winner
SPY
1.50
5Y Beta
SIMS
1.16
Winner
SPY
1.00
P/E Ratio
SIMS
58.78
Winner
SPY
28.29
Forward P/E
Winner
SIMS
19.67
SPY
21.76
PEG Ratio
SIMS
0.14
SPY
N/A
5Y Dividends CAGR
SIMS
0.81%
Winner
SPY
5.43%
5Y EPS CAGR
SIMS
16.55%
Winner
SPY
25.98%
Debt to Equity
SIMS
72.87%
Winner
SPY
30.79%
P/S Ratio
Winner
SIMS
1.78
SPY
3.79
P/B Ratio
Winner
SIMS
3.13
SPY
5.67

SIMS vs SPY - Holdings Comparison

SIMS and SPY have 13 common holdings. Overlap is 0.91%

SIMS's top 25 holdings weight is 73.78%. SPY's top 25 holdings weight is 52.46%.

RankSIMSSPY
#1
BLOOM ENERGY CORP CLASS A (BE) - 8.17%
NVIDIA CORP (NVDA) - 8.30%
#2
GENERAC HOLDINGS INC (GNRC) - 4.67%
APPLE INC (AAPL) - 7.09%
#3
SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 4.28%
MICROSOFT CORP (MSFT) - 5.02%
#4
SILICON LABORATORIES INC (SLAB) - 4.10%
AMAZON.COM INC (AMZN) - 3.84%
#5
ON SEMICONDUCTOR CORP (ON) - 3.97%
BROADCOM INC (AVGO) - 3.50%
#6
SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.96%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.35%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
HAWKINS INC (HWKN) - 3.07%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.78%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
ARLO TECHNOLOGIES INC (ARLO) - 2.55%
TESLA INC (TSLA) - 1.83%
#11
SUNCOR ENERGY INC (SU) - 2.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
RESIDEO TECHNOLOGIES INC (REZI) - 2.40%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
ALARM.COM HOLDINGS INC (ALRM) - 2.38%
ELI LILLY AND CO (LLY) - 1.29%
#14
ITRON INC (ITRI) - 2.33%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
VERALTO CORP (VLTO) - 2.31%
EXXON MOBIL CORP (XOM) - 0.96%
#16
ADT INC (ADT) - 2.29%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
TETRA TECH INC (TTEK) - 2.19%
VISA INC CLASS A (V) - 0.82%
#18
XYLEM INC (XYL) - 2.18%
INTEL CORP (INTC) - 0.78%
#19
CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.12%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
HONEYWELL INTERNATIONAL INC (HON) - 2.08%
WALMART INC (WMT) - 0.76%
#21
BP PLC ADR (BP) - 2.06%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
ROKU INC CLASS A (ROKU) - 2.05%
CATERPILLAR INC (CAT) - 0.65%
#23
SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 2.03%
ORACLE CORP (ORCL) - 0.64%
#24
FLUENCE ENERGY INC CLASS A (FLNC) - 2.00%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
BADGER METER INC (BMI) - 1.94%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings44505

SIMS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SIMS
+0.48%
Winner
SPY
+0.48%
3M
SIMS
+9.09%
Winner
SPY
+11.67%
6M
SIMS
+5.90%
Winner
SPY
+9.42%
1Y
Winner
SIMS
+33.05%
SPY
+24.27%
5Y(CAGR)
SIMS
+0.19%
Winner
SPY
+13.36%
10Y(CAGR)
SIMS
+6.25%
Winner
SPY
+15.42%
Max(CAGR)
SIMS
+6.25%
Winner
SPY
+8.49%

SIMS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSIMSSPY
2026+7.73%+8.88%
2025+22.96%+18.00%
2024+1.45%+25.59%
2023+7.92%+26.72%
2022-27.78%-18.64%
2021+10.25%+30.52%
2020+28.92%+17.28%
2019+33.97%+31.09%
2018-18.44%-5.24%
2017+0.03%+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%

SIMS vs SPY Drawdown Comparison

The maximum drawdown for SIMS was -43.97%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

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

The current SIMS drawdown is -3.33%. The current SPY drawdown is -2.35%.

RankSIMSSPY
#1-43.97%
Nov 8, 2021 - Oct 29, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.66%
Feb 12, 2020 - Aug 12, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.83%
Sep 21, 2018 - Nov 1, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.79%
Oct 29, 2025 - Jun 2, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.02%
Jun 8, 2021 - Nov 3, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.32%
Jan 29, 2018 - Aug 29, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.19%
Sep 2, 2020 - Oct 7, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.94%
Oct 12, 2020 - Nov 5, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.55%
Feb 9, 2021 - Apr 5, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.25%
Jan 14, 2021 - Feb 9, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.17%
Jun 2, 2026 - Jun 10, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.10%
Apr 28, 2021 - Jun 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.06%
Jan 23, 2020 - Feb 12, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.12%
Nov 5, 2019 - Dec 11, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.93%
Dec 8, 2020 - Dec 17, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SIMS and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

SIMS vs SPY dividend yield comparison.

YearSIMSSPY
20260.13%0.24%
20250.66%1.07%
20240.88%1.21%
20231.49%1.40%
20221.48%1.65%
20210.97%1.20%
20200.58%1.52%
20191.24%1.75%
20180.85%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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