SPD vs ACSI
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and AMERICAN CUSTOMER SATISFACTION ETF (ACSI, ETF).
5-Year PerformanceACSI has outperformed SPD, delivering a return of +9.2% compared to +7.9%
SPD vs ACSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPD
$109M
Winner
ACSI
$109M
Expense Ratio
Winner
SPD
0.53%
ACSI
0.65%
Max Drawdown
Winner
SPD
28.49%
ACSI
34.49%
Sharpe Ratio
SPD
0.64
Winner
ACSI
1.28
5Y Beta
SPD
0.93
Winner
ACSI
0.77
P/E Ratio
SPD
N/A
ACSI
22.23
Forward P/E
SPD
N/A
ACSI
18.89
PEG Ratio
SPD
N/A
ACSI
0.52
5Y Dividends CAGR
Winner
SPD
32.80%
ACSI
1.97%
5Y EPS CAGR
SPD
N/A
ACSI
16.06%
Debt to Equity
SPD
N/A
ACSI
-64.31%
P/S Ratio
SPD
N/A
ACSI
1.54
P/B Ratio
SPD
N/A
ACSI
3.86
SPD vs ACSI - Holdings Comparison
SPD and ACSI have 1 common holdings. Overlap is -0.58%
SPD's top 25 holdings weight is 100.90%. ACSI's top 25 holdings weight is 87.37%.
| Rank | SPD | ACSI |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | ALPHABET INC CLASS C (GOOG) - 7.48% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 7.00% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | AMAZON.COM INC (AMZN) - 4.96% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | APPLE INC (AAPL) - 4.74% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | MICROSOFT CORP (MSFT) - 4.44% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | META PLATFORMS INC CLASS A (META) - 4.25% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | HUMANA INC (HUM) - 3.79% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | THE TORONTO-DOMINION BANK (n/a) - 3.62% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | PRUDENTIAL FINANCIAL INC (PRU) - 3.24% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | BANK OF AMERICA CORP (BAC) - 3.22% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | JPMORGAN CHASE & CO (JPM) - 3.20% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | UNITEDHEALTH GROUP INC (UNH) - 3.07% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | CHARLES SCHWAB CORP (SCHW) - 2.97% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | VERIZON COMMUNICATIONS INC (VZ) - 2.85% |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | COCA-COLA CO (KO) - 2.80% |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | T-MOBILE US INC (TMUS) - 2.78% |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | TEXAS ROADHOUSE INC (TXRH) - 2.67% |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | COSTCO WHOLESALE CORP (COST) - 2.65% |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | GENERAL MOTORS CO (GM) - 2.60% |
| #20 | STONEX CASH (n/a) - 0.00% | DELTA AIR LINES INC (DAL) - 2.58% |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | NETFLIX INC (NFLX) - 2.56% |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | WALMART INC (WMT) - 2.52% |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.52% |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | NIKE INC CLASS B (NKE) - 2.44% |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | FEDEX CORP (FDX) - 2.42% |
| Total Holdings | 35 | 34 |
SPD vs ACSI - Historical Returns
Returns include dividend reinvestment.
1M
SPD
+1.90%
Winner
ACSI
+5.32%
3M
SPD
+6.46%
Winner
ACSI
+9.59%
6M
SPD
+3.52%
Winner
ACSI
+9.66%
1Y
SPD
+12.99%
Winner
ACSI
+20.73%
5Y(CAGR)
SPD
+7.89%
Winner
ACSI
+9.20%
10Y(CAGR)
SPD
N/A
ACSI
+13.06%
Max(CAGR)
SPD
+10.47%
Winner
ACSI
+13.06%
SPD vs ACSI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SPD | ACSI |
|---|---|---|
| 2026 | +4.50% | +10.13% |
| 2025 | +18.48% | +11.36% |
| 2024 | +17.92% | +22.91% |
| 2023 | +21.68% | +22.03% |
| 2022 | -25.90% | -21.71% |
| 2021 | +26.54% | +25.14% |
| 2020 | +8.75% | +22.69% |
| 2019 | N/A | +24.16% |
| 2018 | N/A | -5.23% |
| 2017 | N/A | +15.17% |
| 2016 | N/A | +9.03% |
SPD vs ACSI Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for ACSI was -34.49%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The current SPD drawdown is -2.80%. The current ACSI drawdown is -2.00%.
| Rank | SPD | ACSI |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -34.49% Feb 20, 2020 - Aug 12, 2020 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -24.86% Jan 3, 2022 - May 7, 2024 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -18.88% Sep 21, 2018 - May 3, 2019 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -15.27% Jan 30, 2025 - Jul 3, 2025 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -9.12% Sep 2, 2020 - Oct 12, 2020 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -8.52% Jan 23, 2018 - Jun 21, 2018 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -7.76% Jan 12, 2026 - Apr 15, 2026 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -7.25% Jul 26, 2019 - Nov 25, 2019 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -7.13% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -6.60% Nov 18, 2021 - Jan 3, 2022 |
| #11 | -3.63% May 7, 2021 - May 28, 2021 | -6.14% May 3, 2019 - Jun 20, 2019 |
| #12 | -3.55% May 19, 2025 - Jun 27, 2025 | -6.06% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -5.35% Aug 24, 2021 - Oct 20, 2021 |
| #14 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -5.29% Oct 27, 2025 - Dec 5, 2025 |
| #15 | -2.85% Jul 12, 2021 - Jul 23, 2021 | -4.60% Dec 11, 2024 - Jan 28, 2025 |
Correlation
Correlation between SPD and ACSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
SPD vs ACSI dividend yield comparison.
| Year | SPD | ACSI |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 0.97% | 0.91% |
| 2024 | 1.14% | 0.69% |
| 2023 | 1.91% | 1.01% |
| 2022 | 1.64% | 0.81% |
| 2021 | 0.88% | 0.31% |
| 2020 | 0.43% | 0.82% |
| 2019 | 0.00% | 1.64% |
| 2018 | 0.00% | 1.59% |
| 2017 | 0.00% | 1.20% |
| 2016 | 0.00% | 0.18% |
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