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SPD vs REMG

Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and RUSSELL INVESTMENTS EMERGING MARKETS EQUITY ETF (REMG, ETF).

5-Year PerformanceSPD has outperformed REMG, delivering a return of +7.1% compared to +4.0%

SPD vs REMG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPD
$107M
REMG
$107M
Expense Ratio
Winner
SPD
0.53%
REMG
0.64%
Max Drawdown
Winner
SPD
28.49%
REMG
33.54%
Sharpe Ratio
SPD
0.37
Winner
REMG
1.11
5Y Beta
Winner
SPD
0.93
REMG
1.44
5Y Dividends CAGR
SPD
33.89%
REMG
N/A

SPD vs REMG - Holdings Comparison

SPD and REMG have 1 common holdings. Overlap is -3.25%

SPD's top 25 holdings weight is 100.90%. REMG's top 25 holdings weight is 47.46%.

RankSPDREMG
#1
ISHARES CORE S&P 500 ETF (IVV) - 99.10%
n/a (n/a) - 11.99%
#2
SPXW US 12/19/25 P5700 (n/a) - 0.88%
SAMSUNG ELECTRONICS CO LTD (n/a) - 6.99%
#3
SPXW US 11/21/25 P5500 (n/a) - 0.30%
SK HYNIX INC (n/a) - 6.87%
#4
SPXW US 10/17/25 C6725 (n/a) - 0.12%
YUAN RENMINBI OFFSHORE (n/a) - 3.27%
#5
FIDELITY INV MMTRSY 1 680 (n/a) - 0.10%
TENCENT HOLDINGS LTD (n/a) - 2.81%
#6
SPXW US 10/08/25 C6690 (n/a) - 0.08%
MEDIATEK INC (n/a) - 1.67%
#7
SPXW US 10/03/25 C6670 (n/a) - 0.08%
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.61%
#8
SPXW US 10/08/25 P6350 (n/a) - 0.06%
DELTA ELECTRONICS INC (n/a) - 1.52%
#9
SPXW US 10/10/25 C6725 (n/a) - 0.06%
SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.08%
#10
SPXW US 10/06/25 P6400 (n/a) - 0.03%
HDFC BANK LTD (n/a) - 0.87%
#11
SPXW US 10/17/25 P5350 (n/a) - 0.03%
ACCTON TECHNOLOGY CORP (n/a) - 0.84%
#12
GLD US 10/10/25 P324 (n/a) - 0.01%
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.72%
#13
BNY MELLON CASH RESERVE U (n/a) - 0.01%
BHARTI AIRTEL LTD (n/a) - 0.70%
#14
RUTW US 10/10/25 P2215 (n/a) - 0.01%
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.62%
#15
GLD US 10/10/25 P328 (n/a) - 0.01%
OTP BANK PLC (n/a) - 0.58%
#16
RUTW US 10/10/25 P2230 (n/a) - 0.01%
n/a (n/a) - 0.58%
#17
SPXW US 10/03/25 P6360 (n/a) - 0.01%
ICICI BANK LTD ADR (IBN) - 0.55%
#18
SPXW US 10/06/25 C6790 (n/a) - 0.01%
KB FINANCIAL GROUP INC ADR (KB) - 0.54%
#19
RUTW US 10/08/25 P2240 (n/a) - 0.00%
CREDICORP LTD (BAP) - 0.53%
#20
STONEX CASH (n/a) - 0.00%
GLOBALWAFERS CO LTD (n/a) - 0.53%
#21
SPXW US 10/10/25 P6100 (n/a) - 0.00%
n/a (n/a) - 0.52%
#22
SPXW US 10/10/25 P6140 (n/a) - 0.00%
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.52%
#23
NDXP US 10/10/25 P22550 (n/a) - 0.00%
PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.52%
#24
SPXW US 10/01/25 C6775 (n/a) - 0.00%
BIZLINK HOLDING INC (n/a) - 0.52%
#25
GLD US 10/10/25 P334 (n/a) - -0.01%
ANGLOGOLD ASHANTI PLC (AU) - 0.51%
Total Holdings35404

SPD vs REMG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPD
+0.22%
REMG
-5.02%
3M
Winner
SPD
+3.39%
REMG
+0.52%
6M
SPD
+3.80%
Winner
REMG
+8.22%
1Y
SPD
+7.88%
Winner
REMG
+32.35%
5Y(CAGR)
Winner
SPD
+7.09%
REMG
+3.99%
Max(CAGR)
Winner
SPD
+10.24%
REMG
+3.99%

SPD vs REMG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearSPDREMG
2026+4.65%+14.90%
2025+18.48%+24.11%
2024+17.92%N/A
2023+21.68%+3.39%
2022-25.90%-22.86%
2021+26.54%N/A
2020+8.75%N/A

SPD vs REMG Drawdown Comparison

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

The maximum drawdown for REMG was -32.27%, occurring on Oct 24, 2022. Recovery took 461 trading sessions.

The current SPD drawdown is -2.66%. The current REMG drawdown is -10.27%.

RankSPDREMG
#1-27.38%
Dec 27, 2021 - Jun 12, 2024
-32.27%
Jan 12, 2022 - Jan 2, 2026
#2-15.18%
Dec 11, 2024 - May 2, 2025
-14.13%
Feb 25, 2026 - Apr 17, 2026
#3-11.90%
Oct 28, 2025 - May 6, 2026
-10.61%
Jun 22, 2026 - Jul 17, 2026
#4-7.24%
Oct 12, 2020 - Nov 9, 2020
-8.79%
Jun 2, 2026 - Jun 22, 2026
#5-7.02%
Jul 16, 2024 - Sep 30, 2024
-5.69%
May 11, 2026 - May 26, 2026
#6-5.56%
Aug 30, 2021 - Oct 28, 2021
-3.72%
Jan 28, 2026 - Feb 10, 2026
#7-5.44%
Sep 4, 2020 - Oct 8, 2020
-2.46%
Apr 17, 2026 - Apr 30, 2026
#8-4.47%
Nov 8, 2021 - Dec 10, 2021
-1.61%
May 6, 2026 - May 8, 2026
#9-4.47%
Jul 3, 2025 - Sep 11, 2025
-1.48%
Jan 15, 2026 - Jan 21, 2026
#10-4.17%
Feb 12, 2021 - Mar 15, 2021
-1.32%
Feb 11, 2026 - Feb 20, 2026
#11-3.94%
Jun 2, 2026 - Jun 10, 2026
-1.16%
Jan 6, 2026 - Jan 12, 2026
#12-3.63%
May 7, 2021 - May 28, 2021
-1.15%
Feb 20, 2026 - Feb 24, 2026
#13-3.55%
May 19, 2025 - Jun 27, 2025
-0.72%
Jan 12, 2026 - Jan 15, 2026
#14-3.16%
Jan 20, 2021 - Feb 4, 2021
-0.30%
May 26, 2026 - May 28, 2026
#15-2.96%
Oct 6, 2025 - Oct 24, 2025
-0.20%
Apr 30, 2026 - May 5, 2026

Correlation

Correlation between SPD and REMG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2020 - 2026)

SPD vs REMG dividend yield comparison.

YearSPDREMG
20260.49%0.00%
20250.97%1.37%
20241.14%0.00%
20231.91%0.51%
20221.64%2.83%
20210.88%0.00%
20200.43%0.00%

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