SPD vs ESGG
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF).
5-Year PerformanceESGG has outperformed SPD, delivering a return of +12.1% compared to +7.9%
SPD vs ESGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPD
$109M
ESGG
$109M
Expense Ratio
SPD
0.53%
Winner
ESGG
0.42%
Max Drawdown
Winner
SPD
28.49%
ESGG
32.63%
Sharpe Ratio
SPD
0.64
Winner
ESGG
1.70
5Y Beta
SPD
0.93
Winner
ESGG
0.87
P/E Ratio
SPD
N/A
ESGG
27.83
Forward P/E
SPD
N/A
ESGG
20.78
PEG Ratio
SPD
N/A
ESGG
0.47
5Y Dividends CAGR
Winner
SPD
32.80%
ESGG
9.61%
5Y EPS CAGR
SPD
N/A
ESGG
27.71%
Debt to Equity
SPD
N/A
ESGG
35.42%
P/S Ratio
SPD
N/A
ESGG
3.95
P/B Ratio
SPD
N/A
ESGG
5.36
SPD vs ESGG - Holdings Comparison
SPD and ESGG have 1 common holdings. Overlap is -0.58%
SPD's top 25 holdings weight is 100.90%. ESGG's top 25 holdings weight is 52.22%.
| Rank | SPD | ESGG |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | BROADCOM INC (AVGO) - 5.46% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | APPLE INC (AAPL) - 5.27% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | NVIDIA CORP (NVDA) - 5.10% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | MICRON TECHNOLOGY INC (MU) - 4.57% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | MICROSOFT CORP (MSFT) - 4.52% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | JPMORGAN CHASE & CO (JPM) - 4.51% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | JOHNSON & JOHNSON (JNJ) - 3.02% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | ELI LILLY AND CO (LLY) - 2.47% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.42% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | EXXON MOBIL CORP (XOM) - 2.27% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | WALMART INC (WMT) - 1.91% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | COSTCO WHOLESALE CORP (COST) - 1.22% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | INTEL CORP (INTC) - 1.12% |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | WELLS FARGO & CO (WFC) - 1.09% |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | MERCK & CO INC (MRK) - 1.08% |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | CASH (n/a) - 0.87% |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.86% |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | COCA-COLA CO (KO) - 0.85% |
| #20 | STONEX CASH (n/a) - 0.00% | CISCO SYSTEMS INC (CSCO) - 0.84% |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | BNP PARIBAS ACT. CAT.A (n/a) - 0.27% |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | CORNING INC (GLW) - 0.27% |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | BANK OF NEW YORK MELLON CORP (BNY) - 0.26% |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.24% |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | FORTINET INC (FTNT) - 0.24% |
| Total Holdings | 35 | 661 |
SPD vs ESGG - Historical Returns
Returns include dividend reinvestment.
1M
SPD
+1.90%
Winner
ESGG
+3.86%
3M
SPD
+6.46%
Winner
ESGG
+10.15%
6M
SPD
+3.52%
Winner
ESGG
+12.53%
1Y
SPD
+12.99%
Winner
ESGG
+27.37%
5Y(CAGR)
SPD
+7.89%
Winner
ESGG
+12.06%
10Y(CAGR)
SPD
N/A
ESGG
+13.74%
Max(CAGR)
SPD
+10.47%
Winner
ESGG
+13.74%
SPD vs ESGG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SPD | ESGG |
|---|---|---|
| 2026 | +4.50% | +10.65% |
| 2025 | +18.48% | +24.13% |
| 2024 | +17.92% | +15.55% |
| 2023 | +21.68% | +25.35% |
| 2022 | -25.90% | -19.27% |
| 2021 | +26.54% | +24.58% |
| 2020 | +8.75% | +16.18% |
| 2019 | N/A | +29.68% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +23.89% |
| 2016 | N/A | +4.49% |
SPD vs ESGG Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current SPD drawdown is -2.80%. The current ESGG drawdown is -3.63%.
| Rank | SPD | ESGG |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -32.30% Feb 12, 2020 - Aug 12, 2020 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -27.57% Jan 4, 2022 - Dec 19, 2023 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -19.57% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -16.71% Feb 18, 2025 - May 19, 2025 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -9.23% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -9.16% Feb 9, 2026 - Apr 16, 2026 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -8.39% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -5.89% Jul 15, 2019 - Sep 12, 2019 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -5.37% Sep 7, 2021 - Oct 26, 2021 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -5.07% Mar 28, 2024 - May 15, 2024 |
| #11 | -3.63% May 7, 2021 - May 28, 2021 | -4.64% Nov 8, 2021 - Dec 27, 2021 |
| #12 | -3.55% May 19, 2025 - Jun 27, 2025 | -4.60% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -4.27% Feb 16, 2021 - Mar 17, 2021 |
| #14 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -4.27% Dec 6, 2024 - Jan 24, 2025 |
| #15 | -2.85% Jul 12, 2021 - Jul 23, 2021 | -4.13% Sep 12, 2019 - Oct 21, 2019 |
Correlation
Correlation between SPD and ESGG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
SPD vs ESGG dividend yield comparison.
| Year | SPD | ESGG |
|---|---|---|
| 2026 | 0.24% | 0.15% |
| 2025 | 0.97% | 1.39% |
| 2024 | 1.14% | 1.84% |
| 2023 | 1.91% | 1.73% |
| 2022 | 1.64% | 1.83% |
| 2021 | 0.88% | 1.34% |
| 2020 | 0.43% | 1.36% |
| 2019 | 0.00% | 1.94% |
| 2018 | 0.00% | 2.12% |
| 2017 | 0.00% | 1.71% |
| 2016 | 0.00% | 0.87% |
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