SPUC vs MAVF

Comparison between SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF) and MATRIX ADVISORS VALUE ETF (MAVF, ETF).

SPUC vs MAVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUC(ETF)	MAVF(ETF)
Net Assets	$96M	$96M
Expense Ratio	0.53%	0.75%
Max Drawdown	29.80%	16.44%
Sharpe Ratio	1.15	1.59
5Y Beta	1.34	0.99
P/E Ratio	N/A	19.38
Forward P/E	N/A	17.70
PEG Ratio	N/A	0.75
5Y Dividends CAGR	86.52%	N/A
5Y EPS CAGR	N/A	12.55%
Debt to Equity	N/A	66.90%
P/S Ratio	N/A	2.69
P/B Ratio	N/A	3.62

Net Assets

SPUC

$96M

Winner

MAVF

$96M

Expense Ratio

Winner

SPUC

0.53%

MAVF

0.75%

Max Drawdown

SPUC

29.80%

Winner

MAVF

16.44%

Sharpe Ratio

SPUC

1.15

Winner

MAVF

1.59

5Y Beta

SPUC

1.34

Winner

MAVF

0.99

P/E Ratio

SPUC

N/A

MAVF

19.38

Forward P/E

SPUC

N/A

MAVF

17.70

PEG Ratio

SPUC

N/A

MAVF

0.75

5Y Dividends CAGR

SPUC

86.52%

MAVF

N/A

5Y EPS CAGR

SPUC

N/A

MAVF

12.55%

Debt to Equity

SPUC

N/A

MAVF

66.90%

P/S Ratio

SPUC

N/A

MAVF

2.69

P/B Ratio

SPUC

N/A

MAVF

3.62

SPUC vs MAVF - Holdings Comparison

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

SPUC's top 25 holdings weight is 99.83%. MAVF's top 25 holdings weight is 96.84%.

Rank	SPUC	MAVF
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.83%	ALPHABET INC CLASS C (GOOG) - 7.87%
#2	N/A	MICROSOFT CORP (MSFT) - 7.47%
#3	N/A	APPLE INC (AAPL) - 6.79%
#4	N/A	GENERAC HOLDINGS INC (GNRC) - 5.57%
#5	N/A	AMAZON.COM INC (AMZN) - 5.53%
#6	N/A	MORGAN STANLEY (MS) - 4.82%
#7	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 4.29%
#8	N/A	APPLIED MATERIALS INC (AMAT) - 3.99%
#9	N/A	QUALCOMM INC (QCOM) - 3.94%
#10	N/A	META PLATFORMS INC CLASS A (META) - 3.90%
#11	N/A	PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.47%
#12	N/A	JPMORGAN CHASE & CO (JPM) - 3.43%
#13	N/A	PEPSICO INC (PEP) - 3.38%
#14	N/A	WELLS FARGO & CO (WFC) - 3.34%
#15	N/A	LOWE'S COMPANIES INC (LOW) - 3.21%
#16	N/A	TYSON FOODS INC CLASS A (TSN) - 3.15%
#17	N/A	MEDTRONIC PLC (MDT) - 3.04%
#18	N/A	AMGEN INC (AMGN) - 2.79%
#19	N/A	U.S. BANCORP (USB) - 2.76%
#20	N/A	COMCAST CORP CLASS A (CMCSA) - 2.74%
#21	N/A	THERMO FISHER SCIENTIFIC INC (TMO) - 2.55%
#22	N/A	NIKE INC CLASS B (NKE) - 2.37%
#23	N/A	PAYPAL HOLDINGS INC (PYPL) - 2.26%
#24	N/A	TEXAS INSTRUMENTS INC (TXN) - 2.17%
#25	N/A	BANK OF NEW YORK MELLON CORP (BNY) - 2.01%
Total Holdings	1	29

SPUC vs MAVF - Historical Returns

Returns include dividend reinvestment.

Period	SPUC	MAVF
1 month	+0.62%	+1.20%
3 months	+10.82%	+13.14%
6 months	+7.02%	+9.92%
1 year	+25.12%	+30.53%
5 years(CAGR)	+13.29%	N/A
Max(CAGR)	+15.72%	+23.96%

SPUC

+0.62%

Winner

MAVF

+1.20%

SPUC

+10.82%

Winner

MAVF

+13.14%

SPUC

+7.02%

Winner

MAVF

+9.92%

SPUC

+25.12%

Winner

MAVF

+30.53%

5Y(CAGR)

SPUC

+13.29%

MAVF

N/A

Max(CAGR)

SPUC

+15.72%

Winner

MAVF

+23.96%

SPUC vs MAVF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SPUC	MAVF
2026	+7.72%	+9.92%
2025	+22.81%	+19.46%
2024	+26.68%	N/A
2023	+27.89%	N/A
2022	-25.38%	N/A
2021	+35.83%	N/A
2020	+9.53%	N/A

SPUC vs MAVF Drawdown Comparison

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

The maximum drawdown for MAVF was -16.44%, occurring on Apr 8, 2025. Recovery took 68 trading sessions.

The current SPUC drawdown is -2.03%. The current MAVF drawdown is -1.84%.

Rank	SPUC	MAVF
#1	-29.20% Dec 27, 2021 - Feb 2, 2024	-16.44% Feb 28, 2025 - Jun 6, 2025
#2	-28.17% Dec 4, 2024 - Jul 3, 2025	-10.94% Feb 2, 2026 - Apr 17, 2026
#3	-14.55% Jul 16, 2024 - Nov 7, 2024	-5.42% Oct 28, 2025 - Nov 28, 2025
#4	-11.59% Oct 29, 2025 - May 1, 2026	-4.42% Jun 4, 2026 - Jun 10, 2026
#5	-9.89% Mar 28, 2024 - Jun 11, 2024	-3.70% Sep 22, 2025 - Oct 20, 2025
#6	-8.67% Oct 12, 2020 - Nov 9, 2020	-2.66% Jul 25, 2025 - Aug 12, 2025
#7	-6.90% Sep 3, 2021 - Oct 25, 2021	-2.46% May 8, 2026 - May 22, 2026
#8	-6.15% Sep 4, 2020 - Oct 8, 2020	-2.43% Dec 11, 2025 - Jan 5, 2026
#9	-5.68% Feb 16, 2021 - Mar 15, 2021	-2.23% Jan 12, 2026 - Jan 26, 2026
#10	-5.37% Nov 18, 2021 - Dec 23, 2021	-2.03% Jun 10, 2025 - Jun 24, 2025
#11	-5.00% May 7, 2021 - Jun 28, 2021	-2.00% Aug 14, 2025 - Aug 22, 2025
#12	-4.87% Nov 11, 2024 - Nov 26, 2024	-1.48% Feb 24, 2025 - Feb 28, 2025
#13	-4.68% Jul 12, 2021 - Jul 23, 2021	-1.46% Jul 3, 2025 - Jul 22, 2025
#14	-4.46% Jun 2, 2026 - Jun 10, 2026	-1.32% Apr 30, 2026 - May 6, 2026
#15	-4.42% Oct 8, 2025 - Oct 27, 2025	-1.23% May 29, 2026 - Jun 4, 2026