SPBC vs AUGU

Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED AUG ETF (AUGU, ETF).

SPBC vs AUGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	AUGU(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.54%	0.74%
Max Drawdown	35.13%	12.17%
Sharpe Ratio	0.98	1.49
5Y Beta	1.08	0.63

Net Assets

Winner

SPBC

$43M

AUGU

$43M

Expense Ratio

Winner

SPBC

0.54%

AUGU

0.74%

Max Drawdown

SPBC

35.13%

Winner

AUGU

12.17%

Sharpe Ratio

SPBC

0.98

Winner

AUGU

1.49

5Y Beta

SPBC

1.08

Winner

AUGU

0.63

SPBC vs AUGU - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	AUGU
1 month	-0.78%	+1.84%
3 months	+7.47%	+6.85%
6 months	+4.39%	+5.96%
1 year	+19.44%	+19.71%
5 years(CAGR)	+15.31%	N/A
Max(CAGR)	+15.43%	+13.61%

SPBC

-0.78%

Winner

AUGU

+1.84%

Winner

SPBC

+7.47%

AUGU

+6.85%

SPBC

+4.39%

Winner

AUGU

+5.96%

SPBC

+19.44%

Winner

AUGU

+19.71%

5Y(CAGR)

SPBC

+15.31%

AUGU

N/A

Max(CAGR)

Winner

SPBC

+15.43%

AUGU

+13.61%

SPBC vs AUGU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SPBC	AUGU
2026	+4.43%	+6.44%
2025	+16.31%	+12.69%
2024	+36.87%	+5.68%
2023	+48.87%	N/A
2022	-28.38%	N/A
2021	+14.86%	N/A

SPBC vs AUGU Drawdown Comparison

The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.

The maximum drawdown for AUGU was -12.17%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current SPBC drawdown is -3.99%. The current AUGU drawdown is -2.70%.

Rank	SPBC	AUGU
#1	-33.99% Nov 9, 2021 - Dec 8, 2023	-12.17% Feb 19, 2025 - Jun 30, 2025
#2	-21.00% Dec 16, 2024 - Jun 24, 2025	-6.72% Jan 12, 2026 - Apr 15, 2026
#3	-12.24% Oct 28, 2025 - Apr 17, 2026	-4.24% Oct 27, 2025 - Jan 6, 2026
#4	-10.19% Jul 16, 2024 - Sep 19, 2024	-3.77% Dec 6, 2024 - Jan 23, 2025
#5	-7.10% Mar 28, 2024 - May 20, 2024	-3.19% Aug 1, 2024 - Aug 14, 2024
#6	-6.66% Sep 3, 2021 - Oct 15, 2021	-2.80% Aug 30, 2024 - Sep 16, 2024
#7	-3.99% Jun 1, 2026 - Jun 5, 2026	-2.70% Jun 2, 2026 - Jun 5, 2026
#8	-3.94% Jul 7, 2021 - Jul 23, 2021	-2.24% Oct 8, 2025 - Oct 24, 2025
#9	-3.54% Oct 6, 2025 - Oct 27, 2025	-2.10% Oct 14, 2024 - Nov 6, 2024
#10	-2.97% Oct 29, 2024 - Nov 6, 2024	-1.89% May 14, 2026 - May 26, 2026
#11	-2.92% Jun 14, 2021 - Jun 29, 2021	-1.72% Jul 25, 2025 - Aug 12, 2025
#12	-2.81% Jul 28, 2025 - Aug 12, 2025	-1.66% Nov 11, 2024 - Nov 26, 2024
#13	-2.62% Aug 16, 2021 - Aug 23, 2021	-1.54% Jan 23, 2025 - Feb 18, 2025
#14	-2.58% May 14, 2026 - May 29, 2026	-1.24% Aug 14, 2025 - Aug 27, 2025
#15	-2.50% Aug 13, 2025 - Sep 10, 2025	-1.11% Sep 22, 2025 - Oct 1, 2025