SPD vs LVDS
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF).
SPD vs LVDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPD
$107M
LVDS
$106M
Expense Ratio
SPD
0.53%
Winner
LVDS
0.30%
Max Drawdown
SPD
28.49%
Winner
LVDS
8.07%
Sharpe Ratio
SPD
0.37
Winner
LVDS
1.96
5Y Beta
SPD
0.93
Winner
LVDS
0.65
P/E Ratio
SPD
N/A
LVDS
22.66
Forward P/E
SPD
N/A
LVDS
18.05
PEG Ratio
SPD
N/A
LVDS
0.60
5Y Dividends CAGR
SPD
33.89%
LVDS
N/A
5Y EPS CAGR
SPD
N/A
LVDS
11.43%
Debt to Equity
SPD
N/A
LVDS
15.54%
P/S Ratio
SPD
N/A
LVDS
2.42
P/B Ratio
SPD
N/A
LVDS
3.38
SPD vs LVDS - Holdings Comparison
SPD and LVDS have 1 common holdings. Overlap is -0.58%
SPD's top 25 holdings weight is 100.90%. LVDS's top 25 holdings weight is 45.85%.
| Rank | SPD | LVDS |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | AMAZON.COM INC (AMZN) - 6.40% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | APPLE INC (AAPL) - 5.16% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | MICROSOFT CORP (MSFT) - 4.46% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.19% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | BANK OF AMERICA CORP (BAC) - 2.06% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | ABBVIE INC (ABBV) - 1.82% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.72% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | WELLS FARGO & CO (WFC) - 1.63% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.56% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | MORGAN STANLEY (MS) - 1.55% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | RTX CORP (RTX) - 1.38% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | NEXTERA ENERGY INC (NEE) - 1.26% |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | ANALOG DEVICES INC (ADI) - 1.23% |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | THE TRAVELERS COMPANIES INC (TRV) - 1.19% |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | CSX CORP (CSX) - 1.14% |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | DEERE & CO (DE) - 1.09% |
| #20 | STONEX CASH (n/a) - 0.00% | WALMART INC (WMT) - 1.08% |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | EATON CORP PLC (ETN) - 1.07% |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | LOEWS CORP (L) - 1.02% |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | CONOCOPHILLIPS (COP) - 0.99% |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | LINDE PLC (LIN) - 0.97% |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | NORFOLK SOUTHERN CORP (NSC) - 0.95% |
| Total Holdings | 35 | 133 |
SPD vs LVDS - Historical Returns
Returns include dividend reinvestment.
1M
SPD
+0.22%
Winner
LVDS
+3.54%
3M
SPD
+3.39%
Winner
LVDS
+10.28%
6M
SPD
+3.80%
Winner
LVDS
+15.47%
1Y
SPD
+7.88%
Winner
LVDS
+27.18%
5Y(CAGR)
SPD
+7.09%
LVDS
N/A
Max(CAGR)
SPD
+10.24%
Winner
LVDS
+27.22%
SPD vs LVDS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPD | LVDS |
|---|---|---|
| 2026 | +4.65% | +18.53% |
| 2025 | +18.48% | +7.23% |
| 2024 | +17.92% | N/A |
| 2023 | +21.68% | N/A |
| 2022 | -25.90% | N/A |
| 2021 | +26.54% | N/A |
| 2020 | +8.75% | N/A |
SPD vs LVDS Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current SPD drawdown is -2.66%.
| Rank | SPD | LVDS |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -6.64% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -3.59% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -2.91% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -2.60% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -2.22% Oct 27, 2025 - Nov 12, 2025 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -1.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -1.40% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -1.35% Jul 14, 2025 - Jul 22, 2025 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -1.16% May 6, 2026 - May 14, 2026 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -1.16% May 14, 2026 - May 22, 2026 |
| #11 | -3.94% Jun 2, 2026 - Jun 10, 2026 | -1.07% Jun 22, 2026 - Jun 25, 2026 |
| #12 | -3.63% May 7, 2021 - May 28, 2021 | -1.05% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -3.55% May 19, 2025 - Jun 27, 2025 | -0.99% Jul 7, 2026 - Jul 15, 2026 |
| #14 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -0.98% Jun 25, 2026 - Jul 2, 2026 |
| #15 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -0.91% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between SPD and LVDS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2020 - 2026)
SPD vs LVDS dividend yield comparison.
| Year | SPD | LVDS |
|---|---|---|
| 2026 | 0.49% | 0.58% |
| 2025 | 0.97% | 8.25% |
| 2024 | 1.14% | 0.00% |
| 2023 | 1.91% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 0.88% | 0.00% |
| 2020 | 0.43% | 0.00% |
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