SPD vs PCLG

Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and Polen Focus Growth ETF (PCLG, ETF).

SPD vs PCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPD(ETF)	PCLG(ETF)
Net Assets	$108M	$108M
Expense Ratio	0.53%	0.49%
Max Drawdown	28.49%	23.80%
Sharpe Ratio	0.61	-1.11
5Y Beta	0.93	1.05
P/E Ratio	N/A	30.37
Forward P/E	N/A	23.51
PEG Ratio	N/A	0.52
5Y Dividends CAGR	32.80%	N/A
5Y EPS CAGR	N/A	26.43%
Debt to Equity	N/A	41.41%
P/S Ratio	N/A	6.22
P/B Ratio	N/A	8.34

Net Assets

SPD

$108M

PCLG

$108M

Expense Ratio

SPD

0.53%

Winner

PCLG

0.49%

Max Drawdown

SPD

28.49%

Winner

PCLG

23.80%

Sharpe Ratio

Winner

SPD

0.61

PCLG

-1.11

5Y Beta

Winner

SPD

0.93

PCLG

1.05

P/E Ratio

SPD

N/A

PCLG

30.37

Forward P/E

SPD

N/A

PCLG

23.51

PEG Ratio

SPD

N/A

PCLG

0.52

5Y Dividends CAGR

SPD

32.80%

PCLG

N/A

5Y EPS CAGR

SPD

N/A

PCLG

26.43%

Debt to Equity

SPD

N/A

PCLG

41.41%

P/S Ratio

SPD

N/A

PCLG

6.22

P/B Ratio

SPD

N/A

PCLG

8.34

SPD vs PCLG - Holdings Comparison

SPD and PCLG have 1 common holdings. Overlap is -0.58%

SPD's top 25 holdings weight is 100.90%. PCLG's top 25 holdings weight is 98.84%.

Rank	SPD	PCLG
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.10%	AMAZON.COM INC (AMZN) - 9.46%
#2	SPXW US 12/19/25 P5700 (n/a) - 0.88%	MICROSOFT CORP (MSFT) - 7.61%
#3	SPXW US 11/21/25 P5500 (n/a) - 0.30%	ELI LILLY AND CO (LLY) - 6.03%
#4	SPXW US 10/17/25 C6725 (n/a) - 0.12%	ALPHABET INC CLASS C (GOOG) - 5.98%
#5	FIDELITY INV MMTRSY 1 680 (n/a) - 0.10%	BROADCOM INC (AVGO) - 5.57%
#6	SPXW US 10/08/25 C6690 (n/a) - 0.08%	ORACLE CORP (ORCL) - 5.33%
#7	SPXW US 10/03/25 C6670 (n/a) - 0.08%	MASTERCARD INC CLASS A (MA) - 5.13%
#8	SPXW US 10/08/25 P6350 (n/a) - 0.06%	VISA INC CLASS A (V) - 4.81%
#9	SPXW US 10/10/25 C6725 (n/a) - 0.06%	NVIDIA CORP (NVDA) - 4.47%
#10	SPXW US 10/06/25 P6400 (n/a) - 0.03%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.21%
#11	SPXW US 10/17/25 P5350 (n/a) - 0.03%	MSCI INC (MSCI) - 3.54%
#12	GLD US 10/10/25 P324 (n/a) - 0.01%	ZOETIS INC CLASS A (ZTS) - 3.39%
#13	BNY MELLON CASH RESERVE U (n/a) - 0.01%	UNITED STATES DOLLAR (n/a) - 3.31%
#14	RUTW US 10/10/25 P2215 (n/a) - 0.01%	SERVICENOW INC (NOW) - 3.19%
#15	GLD US 10/10/25 P328 (n/a) - 0.01%	IDEXX LABORATORIES INC (IDXX) - 3.08%
#16	RUTW US 10/10/25 P2230 (n/a) - 0.01%	COSTAR GROUP INC (CSGP) - 3.08%
#17	SPXW US 10/03/25 P6360 (n/a) - 0.01%	INTUIT INC (INTU) - 2.90%
#18	SPXW US 10/06/25 C6790 (n/a) - 0.01%	STARBUCKS CORP (SBUX) - 2.89%
#19	RUTW US 10/08/25 P2240 (n/a) - 0.00%	AON PLC CLASS A (AON) - 2.71%
#20	STONEX CASH (n/a) - 0.00%	ACCENTURE PLC CLASS A (ACN) - 2.48%
#21	SPXW US 10/10/25 P6100 (n/a) - 0.00%	INTUITIVE SURGICAL INC (ISRG) - 2.22%
#22	SPXW US 10/10/25 P6140 (n/a) - 0.00%	SYNOPSYS INC (SNPS) - 2.20%
#23	NDXP US 10/10/25 P22550 (n/a) - 0.00%	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.97%
#24	SPXW US 10/01/25 C6775 (n/a) - 0.00%	BOSTON SCIENTIFIC CORP (BSX) - 1.86%
#25	GLD US 10/10/25 P334 (n/a) - -0.01%	UBER TECHNOLOGIES INC (UBER) - 1.42%
Total Holdings	35	26

SPD vs PCLG - Historical Returns

Returns include dividend reinvestment.

Period	SPD	PCLG
1 month	+0.99%	-0.82%
3 months	+10.09%	+3.05%
6 months	+5.45%	-10.58%
1 year	+12.37%	N/A
5 years(CAGR)	+8.03%	N/A
Max(CAGR)	+10.61%	-16.94%

Winner

SPD

+0.99%

PCLG

-0.82%

Winner

SPD

+10.09%

PCLG

+3.05%

Winner

SPD

+5.45%

PCLG

-10.58%

SPD

+12.37%

PCLG

N/A

5Y(CAGR)

SPD

+8.03%

PCLG

N/A

Max(CAGR)

Winner

SPD

+10.61%

PCLG

-16.94%

SPD vs PCLG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SPD	PCLG
2026	+5.48%	-10.08%
2025	+18.48%	-1.09%
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 PCLG Drawdown Comparison

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

The maximum drawdown for PCLG was -23.78%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current SPD drawdown is -1.89%. The current PCLG drawdown is -15.08%.

Rank	SPD	PCLG
#1	-27.38% Dec 27, 2021 - Jun 12, 2024	-23.78% Oct 28, 2025 - Mar 27, 2026
#2	-15.18% Dec 11, 2024 - May 2, 2025	-2.61% Oct 8, 2025 - Oct 24, 2025
#3	-11.90% Oct 28, 2025 - May 6, 2026	-0.20% Oct 6, 2025 - Oct 8, 2025
#4	-7.24% Oct 12, 2020 - Nov 9, 2020	N/A
#5	-7.02% Jul 16, 2024 - Sep 30, 2024	N/A
#6	-5.56% Aug 30, 2021 - Oct 28, 2021	N/A
#7	-5.44% Sep 4, 2020 - Oct 8, 2020	N/A
#8	-4.47% Nov 8, 2021 - Dec 10, 2021	N/A
#9	-4.47% Jul 3, 2025 - Sep 11, 2025	N/A
#10	-4.17% Feb 12, 2021 - Mar 15, 2021	N/A
#11	-3.94% Jun 2, 2026 - Jun 10, 2026	N/A
#12	-3.63% May 7, 2021 - May 28, 2021	N/A
#13	-3.55% May 19, 2025 - Jun 27, 2025	N/A
#14	-3.16% Jan 20, 2021 - Feb 4, 2021	N/A
#15	-2.96% Oct 6, 2025 - Oct 24, 2025	N/A