SPD vs MKTN
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and FEDERATED HERMES MDT MARKET NEUTRAL ETF (MKTN, ETF).
SPD vs MKTN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPD
$107M
MKTN
$107M
Expense Ratio
Winner
SPD
0.53%
MKTN
1.94%
Max Drawdown
SPD
28.49%
Winner
MKTN
4.13%
Sharpe Ratio
SPD
0.37
Winner
MKTN
0.88
5Y Beta
SPD
0.93
Winner
MKTN
-0.01
5Y Dividends CAGR
SPD
33.89%
MKTN
N/A
SPD vs MKTN - Holdings Comparison
SPD and MKTN have 1 common holdings. Overlap is -0.58%
SPD's top 25 holdings weight is 100.90%. MKTN's top 25 holdings weight is 119.32%.
| Rank | SPD | MKTN |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | FEDERATED GOVT OBLG PR SHARES (n/a) - 79.47% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | FISERV INC (FISV) - 2.56% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | THE TRAVELERS COMPANIES INC (TRV) - 2.53% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.45% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | VIKING HOLDINGS LTD (VIK) - 2.43% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | GE VERNOVA INC (GEV) - 2.41% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | ABBVIE INC (ABBV) - 2.26% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | INTUIT INC (INTU) - 2.24% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | BANK OF NEW YORK MELLON CORP (BNY) - 2.08% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | GE AEROSPACE (GE) - 2.07% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | FIVE BELOW INC (FIVE) - 1.96% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | ADVANCE AUTO PARTS INC (AAP) - 1.87% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | NETFLIX INC (NFLX) - 1.82% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | STATE STREET CORP (STT) - 1.81% |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | MODERNA INC (MRNA) - 1.55% |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | FORTINET INC (FTNT) - 1.54% |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | ACCENTURE PLC CLASS A (ACN) - 1.52% |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | REGENERON PHARMACEUTICALS INC (REGN) - 1.51% |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | LULULEMON ATHLETICA INC (LULU) - 1.50% |
| #20 | STONEX CASH (n/a) - 0.00% | HUMANA INC (HUM) - 1.41% |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | n/a (DELL) - 0.48% |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | PAYCOM SOFTWARE INC (PAYC) - 0.48% |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | SOUTHWEST AIRLINES CO (LUV) - 0.47% |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | AMKOR TECHNOLOGY INC (AMKR) - 0.45% |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | NVIDIA CORP (NVDA) - 0.45% |
| Total Holdings | 35 | 345 |
SPD vs MKTN - Historical Returns
Returns include dividend reinvestment.
1M
SPD
+0.22%
Winner
MKTN
+3.72%
3M
SPD
+3.39%
Winner
MKTN
+5.54%
6M
SPD
+3.80%
Winner
MKTN
+6.21%
1Y
SPD
+7.88%
Winner
MKTN
+8.00%
5Y(CAGR)
SPD
+7.09%
MKTN
N/A
Max(CAGR)
Winner
SPD
+10.24%
MKTN
+9.75%
SPD vs MKTN - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPD | MKTN |
|---|---|---|
| 2026 | +4.65% | +4.98% |
| 2025 | +18.48% | +3.53% |
| 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 MKTN Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for MKTN was -4.13%, occurring on Apr 21, 2026. Recovery took 64 trading sessions.
The current SPD drawdown is -2.66%. The current MKTN drawdown is -0.19%.
| Rank | SPD | MKTN |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -4.13% Apr 1, 2026 - Jul 6, 2026 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -3.26% Dec 19, 2025 - Feb 11, 2026 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -2.78% Sep 30, 2025 - Oct 30, 2025 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -1.07% Feb 17, 2026 - Mar 25, 2026 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -0.90% Jul 20, 2026 - Jul 23, 2026 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -0.86% Nov 11, 2025 - Dec 5, 2025 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -0.78% Oct 30, 2025 - Nov 7, 2025 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -0.65% Mar 25, 2026 - Apr 1, 2026 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -0.35% Dec 15, 2025 - Dec 19, 2025 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -0.23% Jul 13, 2026 - Jul 16, 2026 |
| #11 | -3.94% Jun 2, 2026 - Jun 10, 2026 | -0.15% Jul 9, 2026 - Jul 13, 2026 |
| #12 | -3.63% May 7, 2021 - May 28, 2021 | -0.09% Dec 5, 2025 - Dec 9, 2025 |
| #13 | -3.55% May 19, 2025 - Jun 27, 2025 | -0.06% Feb 11, 2026 - Feb 13, 2026 |
| #14 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -0.04% Jul 7, 2026 - Jul 9, 2026 |
| #15 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -0.03% Sep 26, 2025 - Sep 30, 2025 |
Correlation
Correlation between SPD and MKTN is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
0.18
-101
Dividend Comparison (2020 - 2026)
SPD vs MKTN dividend yield comparison.
| Year | SPD | MKTN |
|---|---|---|
| 2026 | 0.49% | 0.00% |
| 2025 | 0.97% | 0.51% |
| 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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