SPD vs XBCI
Comparison between SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF) and NEOS BOOSTED BITCOIN HIGH INCOME ETF (XBCI, ETF).
SPD vs XBCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPD vs XBCI - Holdings Comparison
SPD and XBCI have 0 common holdings. Overlap is 0.00%
SPD's top 25 holdings weight is 100.90%. XBCI's top 25 holdings weight is 20.78%.
| Rank | SPD | XBCI |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.10% | ISHARES BITCOIN TRUST ETF (IBIT) - 12.65% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.88% | VANECK BITCOIN ETF (HODL) - 6.80% |
| #3 | SPXW US 11/21/25 P5500 (n/a) - 0.30% | NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.70% |
| #4 | SPXW US 10/17/25 C6725 (n/a) - 0.12% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.63% |
| #5 | FIDELITY INV MMTRSY 1 680 (n/a) - 0.10% | N/A |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.08% | N/A |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.08% | N/A |
| #8 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | N/A |
| #9 | SPXW US 10/10/25 C6725 (n/a) - 0.06% | N/A |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | N/A |
| #11 | SPXW US 10/17/25 P5350 (n/a) - 0.03% | N/A |
| #12 | GLD US 10/10/25 P324 (n/a) - 0.01% | N/A |
| #13 | BNY MELLON CASH RESERVE U (n/a) - 0.01% | N/A |
| #14 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | N/A |
| #15 | GLD US 10/10/25 P328 (n/a) - 0.01% | N/A |
| #16 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | N/A |
| #17 | SPXW US 10/03/25 P6360 (n/a) - 0.01% | N/A |
| #18 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | N/A |
| #19 | RUTW US 10/08/25 P2240 (n/a) - 0.00% | N/A |
| #20 | STONEX CASH (n/a) - 0.00% | N/A |
| #21 | SPXW US 10/10/25 P6100 (n/a) - 0.00% | N/A |
| #22 | SPXW US 10/10/25 P6140 (n/a) - 0.00% | N/A |
| #23 | NDXP US 10/10/25 P22550 (n/a) - 0.00% | N/A |
| #24 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | N/A |
| #25 | GLD US 10/10/25 P334 (n/a) - -0.01% | N/A |
| Total Holdings | 35 | 4 |
SPD vs XBCI - Historical Returns
Returns include dividend reinvestment.
SPD vs XBCI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPD | XBCI |
|---|---|---|
| 2026 | +8.42% | -2.42% |
| 2025 | +18.48% | N/A |
| 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 XBCI Drawdown Comparison
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The maximum drawdown for XBCI was -37.22%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The current SPD drawdown is -2.29%. The current XBCI drawdown is -13.43%.
| Rank | SPD | XBCI |
|---|---|---|
| #1 | -27.38% Dec 27, 2021 - Jun 12, 2024 | -37.22% May 11, 2026 - Jun 30, 2026 |
| #2 | -15.18% Dec 11, 2024 - May 2, 2025 | -19.44% Feb 3, 2026 - Apr 15, 2026 |
| #3 | -11.90% Oct 28, 2025 - May 6, 2026 | -3.63% Apr 22, 2026 - May 1, 2026 |
| #4 | -7.24% Oct 12, 2020 - Nov 9, 2020 | -3.24% Apr 17, 2026 - Apr 22, 2026 |
| #5 | -7.02% Jul 16, 2024 - Sep 30, 2024 | -2.33% May 5, 2026 - May 11, 2026 |
| #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 | -4.17% Jun 2, 2026 - Aug 4, 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 |
Correlation
Correlation between SPD and XBCI is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2020 - 2026)
SPD vs XBCI dividend yield comparison.
| Year | SPD | XBCI |
|---|---|---|
| 2026 | 0.47% | 24.17% |
| 2025 | 0.97% | 0.00% |
| 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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