SPUC vs ITEQ

Comparison between SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF) and Amplify BlueStar Israel Technology ETF (ITEQ, ETF).

5-Year PerformanceSPUC has outperformed ITEQ, delivering a return of +13.2% compared to -0.3%

SPUC vs ITEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUC(ETF)	ITEQ(ETF)
Net Assets	$112M	$111M
Expense Ratio	0.53%	0.75%
Max Drawdown	29.80%	54.63%
Sharpe Ratio	1.25	0.78
5Y Beta	1.35	1.10
P/E Ratio	N/A	402.78
Forward P/E	N/A	21.94
5Y Dividends CAGR	86.52%	N/A
Debt to Equity	N/A	-2.93%
P/S Ratio	N/A	2.31
P/B Ratio	N/A	3.52

Net Assets

Winner

SPUC

$112M

ITEQ

$111M

Expense Ratio

Winner

SPUC

0.53%

ITEQ

0.75%

Max Drawdown

Winner

SPUC

29.80%

ITEQ

54.63%

Sharpe Ratio

Winner

SPUC

1.25

ITEQ

0.78

5Y Beta

SPUC

1.35

Winner

ITEQ

1.10

P/E Ratio

SPUC

N/A

ITEQ

402.78

Forward P/E

SPUC

N/A

ITEQ

21.94

5Y Dividends CAGR

SPUC

86.52%

ITEQ

N/A

Debt to Equity

SPUC

N/A

ITEQ

-2.93%

P/S Ratio

SPUC

N/A

ITEQ

2.31

P/B Ratio

SPUC

N/A

ITEQ

3.52

SPUC vs ITEQ - Holdings Comparison

SPUC and ITEQ have 0 common holdings. Overlap is 0.00%

SPUC's top 25 holdings weight is 100.91%. ITEQ's top 25 holdings weight is 83.08%.

Rank	SPUC	ITEQ
#1	ISHARES CORE S&P 500 ETF (IVV) - 100.91%	TOWER SEMICONDUCTOR LTD (n/a) - 12.10%
#2	N/A	ELBIT SYSTEMS LTD (n/a) - 11.61%
#3	N/A	NOVA LTD (NVMI) - 5.39%
#4	N/A	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 4.94%
#5	N/A	JFROG LTD ORDINARY SHARES (FROG) - 4.62%
#6	N/A	CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 4.53%
#7	N/A	ORMAT TECHNOLOGIES INC (ORA) - 4.00%
#8	N/A	NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 3.87%
#9	N/A	NICE LTD ADR (NICE) - 3.59%
#10	N/A	SENTINELONE INC CLASS A (S) - 3.23%
#11	N/A	AMDOCS LTD (DOX) - 3.12%
#12	N/A	CAMTEK LTD (CAMT) - 2.78%
#13	N/A	LEMONADE INC ORDINARY SHARES (LMND) - 2.10%
#14	N/A	GLOBAL E ONLINE LTD (GLBE) - 2.03%
#15	N/A	PLUS500 LTD (n/a) - 1.96%
#16	N/A	SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.95%
#17	N/A	VARONIS SYSTEMS INC (VRNS) - 1.86%
#18	N/A	WIX.COM LTD (WIX) - 1.62%
#19	N/A	MONDAY.COM LTD ORDINARY SHARES (MNDY) - 1.60%
#20	N/A	ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 1.13%
#21	N/A	n/a (MBLY) - 1.07%
#22	N/A	CELLEBRITE DI LTD (CLBT) - 1.04%
#23	N/A	VISHAY PRECISION GROUP INC (VPG) - 1.03%
#24	N/A	n/a (ETOR) - 0.96%
#25	N/A	WEEBIT NANO LTD (n/a) - 0.95%
Total Holdings	1	61

SPUC vs ITEQ - Historical Returns

Returns include dividend reinvestment.

Period	SPUC	ITEQ
1 month	+1.70%	+0.90%
3 months	+7.91%	+7.98%
6 months	+5.56%	+14.51%
1 year	+28.06%	+21.42%
5 years(CAGR)	+13.16%	-0.26%
10 years(CAGR)	N/A	+10.48%
Max(CAGR)	+15.68%	+9.39%

Winner

SPUC

+1.70%

ITEQ

+0.90%

SPUC

+7.91%

Winner

ITEQ

+7.98%

SPUC

+5.56%

Winner

ITEQ

+14.51%

Winner

SPUC

+28.06%

ITEQ

+21.42%

5Y(CAGR)

Winner

SPUC

+13.16%

ITEQ

-0.26%

10Y(CAGR)

SPUC

N/A

ITEQ

+10.48%

Max(CAGR)

Winner

SPUC

+15.68%

ITEQ

+9.39%

SPUC vs ITEQ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SPUC	ITEQ
2026	+7.20%	+11.21%
2025	+22.81%	+13.52%
2024	+26.68%	+14.15%
2023	+27.89%	+5.59%
2022	-25.38%	-30.67%
2021	+35.83%	-6.09%
2020	+9.53%	+57.52%
2019	N/A	+37.59%
2018	N/A	-1.93%
2017	N/A	+26.50%
2016	N/A	+4.88%
2015	N/A	-4.80%

SPUC vs ITEQ Drawdown Comparison

The maximum drawdown for SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 528 trading sessions.

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current SPUC drawdown is -2.50%. The current ITEQ drawdown is -17.14%.

Rank	SPUC	ITEQ
#1	-29.20% Dec 27, 2021 - Feb 2, 2024	-54.63% Feb 12, 2021 - Oct 27, 2023
#2	-28.17% Dec 4, 2024 - Jul 3, 2025	-36.49% Feb 19, 2020 - Jun 1, 2020
#3	-14.55% Jul 16, 2024 - Nov 7, 2024	-21.04% Nov 4, 2015 - Aug 15, 2016
#4	-11.59% Oct 29, 2025 - May 1, 2026	-19.40% Aug 31, 2018 - Feb 25, 2019
#5	-9.89% Mar 28, 2024 - Jun 11, 2024	-10.74% Oct 13, 2020 - Dec 4, 2020
#6	-8.67% Oct 12, 2020 - Nov 9, 2020	-9.27% Sep 2, 2020 - Oct 5, 2020
#7	-6.90% Sep 3, 2021 - Oct 25, 2021	-8.29% Aug 22, 2019 - Nov 25, 2019
#8	-6.15% Sep 4, 2020 - Oct 8, 2020	-8.19% Sep 8, 2016 - Jan 25, 2017
#9	-5.68% Feb 16, 2021 - Mar 15, 2021	-7.66% Jan 26, 2018 - Mar 9, 2018
#10	-5.37% Nov 18, 2021 - Dec 23, 2021	-6.50% Mar 12, 2018 - May 14, 2018
#11	-5.00% May 7, 2021 - Jun 28, 2021	-5.32% Jul 19, 2017 - Sep 11, 2017
#12	-4.87% Nov 11, 2024 - Nov 26, 2024	-5.04% Jun 3, 2020 - Jul 2, 2020
#13	-4.68% Jul 12, 2021 - Jul 23, 2021	-4.90% Jul 25, 2018 - Aug 29, 2018
#14	-4.42% Oct 8, 2025 - Oct 27, 2025	-4.86% May 3, 2019 - Jun 19, 2019
#15	-3.63% Jul 25, 2025 - Aug 12, 2025	-4.58% Oct 31, 2017 - Jan 4, 2018