SPD vs RSPR
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and INVESCO S&P 500 (R) EQUAL WEIGHT REAL ESTATE ETF (RSPR, ETF).
5-Year PerformanceSPD has outperformed RSPR, delivering a return of +7.1% compared to +2.7%
SPD vs RSPR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPD
$107M
Winner
RSPR
$107M
Expense Ratio
SPD
0.53%
Winner
RSPR
0.40%
Max Drawdown
Winner
SPD
28.49%
RSPR
43.23%
Sharpe Ratio
Winner
SPD
0.37
RSPR
0.24
5Y Beta
SPD
0.93
Winner
RSPR
0.49
P/E Ratio
SPD
N/A
RSPR
34.38
Forward P/E
SPD
N/A
RSPR
33.81
PEG Ratio
SPD
N/A
RSPR
0.66
5Y Dividends CAGR
Winner
SPD
33.89%
RSPR
-1.59%
5Y EPS CAGR
SPD
N/A
RSPR
5.05%
Debt to Equity
SPD
N/A
RSPR
12.04%
P/S Ratio
SPD
N/A
RSPR
5.41
P/B Ratio
SPD
N/A
RSPR
2.53
SPD vs RSPR - Holdings Comparison
SPD and RSPR have 1 common holdings. Overlap is -0.58%
SPD's top 25 holdings weight is 100.90%. RSPR's top 25 holdings weight is 82.31%.
| Rank | SPD | RSPR |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | WELLTOWER INC (WELL) - 3.60% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | VENTAS INC (VTR) - 3.57% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | HEALTHPEAK PROPERTIES INC (DOC) - 3.46% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | CBRE GROUP INC CLASS A (CBRE) - 3.44% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | BXP INC (BXP) - 3.43% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | SIMON PROPERTY GROUP INC (SPG) - 3.40% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | ESSEX PROPERTY TRUST INC (ESS) - 3.35% |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | AVALONBAY COMMUNITIES INC (AVB) - 3.33% |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | REALTY INCOME CORP (O) - 3.32% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | EQUITY RESIDENTIAL (EQR) - 3.29% |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | INVITATION HOMES INC (INVH) - 3.27% |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | UDR INC (UDR) - 3.27% |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | IRON MOUNTAIN INC (IRM) - 3.26% |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | REGENCY CENTERS CORP (REG) - 3.26% |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | HOST HOTELS & RESORTS INC (HST) - 3.24% |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | WEYERHAEUSER CO (WY) - 3.23% |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 3.22% |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | KIMCO REALTY CORP (KIM) - 3.22% |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | PROLOGIS INC (PLD) - 3.21% |
| #20 | STONEX CASH (n/a) - 0.00% | EQUINIX INC (EQIX) - 3.21% |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | DIGITAL REALTY TRUST INC (DLR) - 3.18% |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | PUBLIC STORAGE (PSA) - 3.17% |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | CAMDEN PROPERTY TRUST (CPT) - 3.16% |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | EXTRA SPACE STORAGE INC (EXR) - 3.15% |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.07% |
| Total Holdings | 35 | 33 |
SPD vs RSPR - Historical Returns
Returns include dividend reinvestment.
1M
SPD
+0.22%
Winner
RSPR
+2.32%
3M
SPD
+3.39%
Winner
RSPR
+6.73%
6M
SPD
+3.80%
Winner
RSPR
+9.93%
1Y
Winner
SPD
+7.88%
RSPR
+6.84%
5Y(CAGR)
Winner
SPD
+7.09%
RSPR
+2.67%
10Y(CAGR)
SPD
N/A
RSPR
+5.79%
Max(CAGR)
Winner
SPD
+10.24%
RSPR
+6.69%
SPD vs RSPR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPD | RSPR |
|---|---|---|
| 2026 | +4.65% | +13.18% |
| 2025 | +18.48% | -0.87% |
| 2024 | +17.92% | +7.60% |
| 2023 | +21.68% | +11.27% |
| 2022 | -25.90% | -25.00% |
| 2021 | +26.54% | +54.78% |
| 2020 | +8.75% | -1.07% |
| 2019 | N/A | +27.55% |
| 2018 | N/A | -3.46% |
| 2017 | N/A | +8.53% |
| 2016 | N/A | +2.91% |
| 2015 | N/A | +3.57% |
SPD vs RSPR Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for RSPR was -41.89%, occurring on Mar 23, 2020. Recovery took 254 trading sessions.
The current SPD drawdown is -2.66%. The current RSPR drawdown is -0.16%.
| Rank | SPD | RSPR |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -41.89% Feb 21, 2020 - Feb 24, 2021 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -33.02% Jan 4, 2022 - Jun 26, 2026 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -14.45% Jul 29, 2016 - Nov 8, 2017 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -13.90% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -11.70% Nov 13, 2017 - Jul 6, 2018 |
| #6 | -5.56% Aug 30, 2021 - Oct 28, 2021 | -11.48% Aug 20, 2018 - Jan 29, 2019 |
| #7 | -5.44% Sep 4, 2020 - Oct 8, 2020 | -10.31% Aug 18, 2015 - Oct 19, 2015 |
| #8 | -4.47% Nov 8, 2021 - Dec 10, 2021 | -6.31% Sep 2, 2021 - Oct 26, 2021 |
| #9 | -4.47% Jul 3, 2025 - Sep 11, 2025 | -6.28% Nov 24, 2021 - Dec 8, 2021 |
| #10 | -4.17% Feb 12, 2021 - Mar 15, 2021 | -6.01% Oct 23, 2019 - Feb 10, 2020 |
| #11 | -3.94% Jun 2, 2026 - Jun 10, 2026 | -5.44% May 9, 2016 - Jun 29, 2016 |
| #12 | -3.63% May 7, 2021 - May 28, 2021 | -4.99% Nov 2, 2015 - Dec 29, 2015 |
| #13 | -3.55% May 19, 2025 - Jun 27, 2025 | -4.92% Jun 20, 2019 - Jul 10, 2019 |
| #14 | -3.16% Jan 20, 2021 - Feb 4, 2021 | -4.31% Apr 12, 2019 - Jun 5, 2019 |
| #15 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -4.27% Feb 24, 2021 - Mar 11, 2021 |
Correlation
Correlation between SPD and RSPR is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2015 - 2026)
SPD vs RSPR dividend yield comparison.
| Year | SPD | RSPR |
|---|---|---|
| 2026 | 0.49% | 1.62% |
| 2025 | 0.97% | 2.70% |
| 2024 | 1.14% | 2.58% |
| 2023 | 1.91% | 2.91% |
| 2022 | 1.64% | 3.14% |
| 2021 | 0.88% | 2.56% |
| 2020 | 0.43% | 3.82% |
| 2019 | 0.00% | 2.48% |
| 2018 | 0.00% | 3.02% |
| 2017 | 0.00% | 3.01% |
| 2016 | 0.00% | 2.06% |
| 2015 | 0.00% | 1.03% |
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