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SPD vs NUHY

Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and NUVEEN ESG HIGH YIELD CORPORATE BOND ETF (NUHY, ETF).

5-Year PerformanceSPD has outperformed NUHY, delivering a return of +7.9% compared to +3.3%

SPD vs NUHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPD
$109M
NUHY
$108M
Expense Ratio
SPD
0.53%
Winner
NUHY
0.30%
Max Drawdown
SPD
28.49%
Winner
NUHY
23.18%
Sharpe Ratio
Winner
SPD
0.64
NUHY
0.61
5Y Beta
SPD
0.93
Winner
NUHY
0.24
5Y Dividends CAGR
Winner
SPD
32.80%
NUHY
3.48%

SPD vs NUHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPD
+1.90%
NUHY
+0.33%
3M
Winner
SPD
+6.46%
NUHY
+1.02%
6M
Winner
SPD
+3.52%
NUHY
+1.35%
1Y
Winner
SPD
+12.99%
NUHY
+6.37%
5Y(CAGR)
Winner
SPD
+7.89%
NUHY
+3.34%
Max(CAGR)
Winner
SPD
+10.47%
NUHY
+3.58%

SPD vs NUHY - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearSPDNUHY
2026+4.50%+1.05%
2025+18.48%+8.91%
2024+17.92%+7.67%
2023+21.68%+11.01%
2022-25.90%-11.74%
2021+26.54%+2.55%
2020+8.75%+3.99%
2019N/A+2.21%

SPD vs NUHY Drawdown Comparison

The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.

The maximum drawdown for NUHY was -20.14%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.

The current SPD drawdown is -2.80%. The current NUHY drawdown is -0.53%.

RankSPDNUHY
#1-27.38%
Dec 27, 2021 - Jun 12, 2024
-20.14%
Feb 20, 2020 - Sep 2, 2020
#2-15.18%
Dec 11, 2024 - May 2, 2025
-16.92%
Sep 16, 2021 - May 15, 2024
#3-11.90%
Oct 28, 2025 - May 6, 2026
-4.68%
Feb 28, 2025 - May 12, 2025
#4-7.24%
Oct 12, 2020 - Nov 9, 2020
-2.87%
Feb 20, 2026 - Apr 14, 2026
#5-7.02%
Jul 16, 2024 - Sep 30, 2024
-2.29%
Feb 8, 2021 - May 6, 2021
#6-5.56%
Aug 30, 2021 - Oct 28, 2021
-2.18%
Sep 2, 2020 - Oct 8, 2020
#7-5.44%
Sep 4, 2020 - Oct 8, 2020
-1.78%
Dec 6, 2024 - Jan 23, 2025
#8-4.47%
Nov 8, 2021 - Dec 10, 2021
-1.61%
Oct 12, 2020 - Nov 5, 2020
#9-4.47%
Jul 3, 2025 - Sep 11, 2025
-1.52%
May 15, 2024 - Jun 12, 2024
#10-4.17%
Feb 12, 2021 - Mar 15, 2021
-1.47%
Apr 17, 2026 - May 29, 2026
#11-3.63%
May 7, 2021 - May 28, 2021
-1.31%
Feb 5, 2025 - Feb 24, 2025
#12-3.55%
May 19, 2025 - Jun 27, 2025
-1.25%
Sep 22, 2025 - Oct 24, 2025
#13-3.16%
Jan 20, 2021 - Feb 4, 2021
-1.22%
Jan 15, 2020 - Feb 10, 2020
#14-2.96%
Oct 6, 2025 - Oct 24, 2025
-1.22%
Sep 30, 2024 - Nov 8, 2024
#15-2.85%
Jul 12, 2021 - Jul 23, 2021
-1.11%
Oct 27, 2025 - Nov 26, 2025

Correlation

Correlation between SPD and NUHY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2019 - 2026)

SPD vs NUHY dividend yield comparison.

YearSPDNUHY
20260.24%2.76%
20250.97%6.51%
20241.14%6.59%
20231.91%6.64%
20221.64%6.36%
20210.88%4.88%
20200.43%5.10%
20190.00%1.37%

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