SPD vs ITDD
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).
SPD vs ITDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPD
$105M
ITDD
$105M
Expense Ratio
SPD
0.53%
Winner
ITDD
0.11%
Max Drawdown
SPD
28.49%
Winner
ITDD
13.33%
Sharpe Ratio
SPD
0.67
Winner
ITDD
1.23
5Y Beta
SPD
0.97
Winner
ITDD
0.68
5Y Dividends CAGR
SPD
33.89%
ITDD
N/A
SPD vs ITDD - Holdings Comparison
SPD and ITDD have 0 common holdings. Overlap is 0.00%
SPD's top 25 holdings weight is 100.90%. ITDD's top 25 holdings weight is 99.86%.
| Rank | SPD | ITDD |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | ISHARES RUSSELL 1000 ETF (IWB) - 44.12% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.63% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.75% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | ISHARES US TREASURY BOND ETF (GOVT) - 8.11% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | ISHARES MBS ETF (MBB) - 5.38% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.32% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | ISHARES CORE US REIT ETF (USRT) - 2.83% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.12% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | ISHARES RUSSELL 2000 ETF (IWM) - 2.10% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.06% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.37% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 0.78% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.29% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | N/A |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | N/A |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | N/A |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | N/A |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | N/A |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | N/A |
| #20 | STONEX CASH (n/a) - 0.00% | N/A |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | N/A |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | N/A |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | N/A |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | N/A |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | N/A |
| Total Holdings | 35 | 13 |
SPD vs ITDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPD
+2.26%
ITDD
+1.99%
3M
Winner
SPD
+3.16%
ITDD
+3.12%
6M
Winner
SPD
+8.98%
ITDD
+6.43%
1Y
SPD
+13.28%
Winner
ITDD
+18.09%
5Y(CAGR)
SPD
+7.66%
ITDD
N/A
Max(CAGR)
SPD
+10.76%
Winner
ITDD
+19.75%
SPD vs ITDD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPD | ITDD |
|---|---|---|
| 2026 | +8.42% | +10.43% |
| 2025 | +18.48% | +17.81% |
| 2024 | +17.92% | +13.87% |
| 2023 | +21.68% | +12.87% |
| 2022 | -25.90% | N/A |
| 2021 | +26.54% | N/A |
| 2020 | +8.75% | N/A |
SPD vs ITDD Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current SPD drawdown is -2.29%. The current ITDD drawdown is -0.79%.
| Rank | SPD | ITDD |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -12.46% Feb 18, 2025 - May 16, 2025 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -7.56% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -5.51% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -4.74% Dec 6, 2024 - Feb 13, 2025 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -4.71% Mar 28, 2024 - May 14, 2024 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -3.79% Oct 27, 2025 - Dec 11, 2025 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -3.15% Jun 2, 2026 - Jul 6, 2026 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -2.74% Jul 6, 2026 - Aug 4, 2026 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -2.69% Aug 23, 2024 - Sep 16, 2024 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -2.48% Oct 18, 2024 - Nov 7, 2024 |
| #11 | -4.17% Jun 2, 2026 - Aug 4, 2026 | -2.34% Oct 19, 2023 - Nov 2, 2023 |
| #12 | -3.63% May 7, 2021 - May 28, 2021 | -2.30% Dec 28, 2023 - Jan 29, 2024 |
| #13 | -3.55% May 19, 2025 - Jun 27, 2025 | -2.18% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -2.13% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -1.82% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between SPD and ITDD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
SPD vs ITDD dividend yield comparison.
| Year | SPD | ITDD |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 0.97% | 1.82% |
| 2024 | 1.14% | 1.56% |
| 2023 | 1.91% | 0.89% |
| 2022 | 1.64% | 0.00% |
| 2021 | 0.88% | 0.00% |
| 2020 | 0.43% | 0.00% |
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