SPUC vs JGRW

Comparison between SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF) and JENSEN QUALITY GROWTH ETF (JGRW, ETF).

SPUC vs JGRW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUC(ETF)	JGRW(ETF)
Net Assets	$96M	$96M
Expense Ratio	0.53%	0.57%
Max Drawdown	29.80%	14.90%
Sharpe Ratio	1.15	-0.14
5Y Beta	1.34	0.76
P/E Ratio	N/A	30.22
Forward P/E	N/A	24.57
PEG Ratio	N/A	0.69
5Y Dividends CAGR	86.52%	N/A
5Y EPS CAGR	N/A	27.23%
Debt to Equity	N/A	-3.72%
P/S Ratio	N/A	6.89
P/B Ratio	N/A	9.88

Net Assets

Winner

SPUC

$96M

JGRW

$96M

Expense Ratio

Winner

SPUC

0.53%

JGRW

0.57%

Max Drawdown

SPUC

29.80%

Winner

JGRW

14.90%

Sharpe Ratio

Winner

SPUC

1.15

JGRW

-0.14

5Y Beta

SPUC

1.34

Winner

JGRW

0.76

P/E Ratio

SPUC

N/A

JGRW

30.22

Forward P/E

SPUC

N/A

JGRW

24.57

PEG Ratio

SPUC

N/A

JGRW

0.69

5Y Dividends CAGR

SPUC

86.52%

JGRW

N/A

5Y EPS CAGR

SPUC

N/A

JGRW

27.23%

Debt to Equity

SPUC

N/A

JGRW

-3.72%

P/S Ratio

SPUC

N/A

JGRW

6.89

P/B Ratio

SPUC

N/A

JGRW

9.88

SPUC vs JGRW - Holdings Comparison

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

SPUC's top 25 holdings weight is 99.83%. JGRW's top 25 holdings weight is 99.86%.

Rank	SPUC	JGRW
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.83%	ALPHABET INC CLASS A (GOOGL) - 10.68%
#2	N/A	APPLE INC (AAPL) - 9.06%
#3	N/A	MICROSOFT CORP (MSFT) - 8.79%
#4	N/A	NVIDIA CORP (NVDA) - 7.04%
#5	N/A	AMAZON.COM INC (AMZN) - 6.32%
#6	N/A	KLA CORP (KLAC) - 5.60%
#7	N/A	MASTERCARD INC CLASS A (MA) - 4.76%
#8	N/A	ELI LILLY AND CO (LLY) - 4.44%
#9	N/A	META PLATFORMS INC CLASS A (META) - 4.11%
#10	N/A	STRYKER CORP (SYK) - 3.85%
#11	N/A	BROADCOM INC (AVGO) - 3.75%
#12	N/A	MARSH (MRSH) - 3.53%
#13	N/A	SHERWIN-WILLIAMS CO (SHW) - 3.50%
#14	N/A	CADENCE DESIGN SYSTEMS INC (CDNS) - 3.42%
#15	N/A	WASTE MANAGEMENT INC (WM) - 3.05%
#16	N/A	PROCTER & GAMBLE CO (PG) - 2.55%
#17	N/A	ABBOTT LABORATORIES (ABT) - 2.50%
#18	N/A	BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.39%
#19	N/A	EQUIFAX INC (EFX) - 2.15%
#20	N/A	VEEVA SYSTEMS INC CLASS A (VEEV) - 1.73%
#21	N/A	MCDONALD'S CORP (MCD) - 1.58%
#22	N/A	VERISK ANALYTICS INC (VRSK) - 1.53%
#23	N/A	MOTOROLA SOLUTIONS INC (MSI) - 1.31%
#24	N/A	US DOLLARS (n/a) - 1.13%
#25	N/A	COPART INC (CPRT) - 1.09%
Total Holdings	1	28

SPUC vs JGRW - Historical Returns

Returns include dividend reinvestment.

Period	SPUC	JGRW
1 month	+0.62%	+1.02%
3 months	+10.82%	+6.44%
6 months	+7.02%	-0.36%
1 year	+25.12%	+1.53%
5 years(CAGR)	+13.29%	N/A
Max(CAGR)	+15.72%	+3.22%

SPUC

+0.62%

Winner

JGRW

+1.02%

Winner

SPUC

+10.82%

JGRW

+6.44%

Winner

SPUC

+7.02%

JGRW

-0.36%

Winner

SPUC

+25.12%

JGRW

+1.53%

5Y(CAGR)

SPUC

+13.29%

JGRW

N/A

Max(CAGR)

Winner

SPUC

+15.72%

JGRW

+3.22%

SPUC vs JGRW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SPUC	JGRW
2026	+7.72%	+0.01%
2025	+22.81%	+5.85%
2024	+26.68%	+1.72%
2023	+27.89%	N/A
2022	-25.38%	N/A
2021	+35.83%	N/A
2020	+9.53%	N/A

SPUC vs JGRW Drawdown Comparison

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

The maximum drawdown for JGRW was -14.64%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.

The current SPUC drawdown is -2.03%. The current JGRW drawdown is -2.65%.

Rank	SPUC	JGRW
#1	-29.20% Dec 27, 2021 - Feb 2, 2024	-14.64% Dec 2, 2024 - Sep 4, 2025
#2	-28.17% Dec 4, 2024 - Jul 3, 2025	-14.36% Oct 27, 2025 - Mar 27, 2026
#3	-14.55% Jul 16, 2024 - Nov 7, 2024	-3.80% Oct 14, 2024 - Nov 8, 2024
#4	-11.59% Oct 29, 2025 - May 1, 2026	-3.31% Sep 22, 2025 - Oct 27, 2025
#5	-9.89% Mar 28, 2024 - Jun 11, 2024	-2.57% Nov 13, 2024 - Nov 27, 2024
#6	-8.67% Oct 12, 2020 - Nov 9, 2020	-2.44% Aug 30, 2024 - Sep 13, 2024
#7	-6.90% Sep 3, 2021 - Oct 25, 2021	-2.08% Sep 30, 2024 - Oct 9, 2024
#8	-6.15% Sep 4, 2020 - Oct 8, 2020	-1.12% Sep 4, 2025 - Sep 11, 2025
#9	-5.68% Feb 16, 2021 - Mar 15, 2021	-0.93% Sep 16, 2024 - Sep 19, 2024
#10	-5.37% Nov 18, 2021 - Dec 23, 2021	-0.62% Aug 21, 2024 - Aug 27, 2024
#11	-5.00% May 7, 2021 - Jun 28, 2021	-0.60% Aug 27, 2024 - Aug 30, 2024
#12	-4.87% Nov 11, 2024 - Nov 26, 2024	-0.59% Sep 19, 2024 - Sep 26, 2024
#13	-4.68% Jul 12, 2021 - Jul 23, 2021	-0.43% Oct 9, 2024 - Oct 14, 2024
#14	-4.46% Jun 2, 2026 - Jun 10, 2026	-0.43% Sep 11, 2025 - Sep 18, 2025
#15	-4.42% Oct 8, 2025 - Oct 27, 2025	-0.32% Sep 26, 2024 - Sep 30, 2024