SPUC vs OASC

Comparison between SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF) and ONEASCENT SMALL CAP CORE ETF (OASC, ETF).

SPUC vs OASC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUC(ETF)	OASC(ETF)
Net Assets	$92M	$92M
Expense Ratio	0.53%	0.69%
Max Drawdown	29.80%	27.33%
Sharpe Ratio	0.94	1.41
5Y Beta	1.31	1.01
P/E Ratio	N/A	31.53
Forward P/E	N/A	15.67
5Y Dividends CAGR	90.27%	N/A
5Y EPS CAGR	N/A	11.49%
Debt to Equity	N/A	63.02%
P/S Ratio	N/A	1.19
P/B Ratio	N/A	2.09

Net Assets

Winner

SPUC

$92M

OASC

$92M

Expense Ratio

Winner

SPUC

0.53%

OASC

0.69%

Max Drawdown

SPUC

29.80%

Winner

OASC

27.33%

Sharpe Ratio

SPUC

0.94

Winner

OASC

1.41

5Y Beta

SPUC

1.31

Winner

OASC

1.01

P/E Ratio

SPUC

N/A

OASC

31.53

Forward P/E

SPUC

N/A

OASC

15.67

5Y Dividends CAGR

SPUC

90.27%

OASC

N/A

5Y EPS CAGR

SPUC

N/A

OASC

11.49%

Debt to Equity

SPUC

N/A

OASC

63.02%

P/S Ratio

SPUC

N/A

OASC

1.19

P/B Ratio

SPUC

N/A

OASC

2.09

SPUC vs OASC - Holdings Comparison

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

SPUC's top 25 holdings weight is 99.52%. OASC's top 25 holdings weight is 23.98%.

Rank	SPUC	OASC
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.52%	SANDISK CORP ORDINARY SHARES (SNDK) - 2.55%
#2	N/A	US DOLLARS (n/a) - 1.84%
#3	N/A	SPX TECHNOLOGIES INC (SPXC) - 1.16%
#4	N/A	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.05%
#5	N/A	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.98%
#6	N/A	n/a (RKT) - 0.97%
#7	N/A	PIPER SANDLER COS (PIPR) - 0.94%
#8	N/A	STERLING INFRASTRUCTURE INC (STRL) - 0.94%
#9	N/A	KENNEDY-WILSON HOLDINGS INC (KW) - 0.93%
#10	N/A	LINCOLN NATIONAL CORP (LNC) - 0.91%
#11	N/A	INTERDIGITAL INC (IDCC) - 0.89%
#12	N/A	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.87%
#13	N/A	CAVCO INDUSTRIES INC (CVCO) - 0.85%
#14	N/A	NORTHWESTERN ENERGY GROUP INC (NWE) - 0.82%
#15	N/A	FIRST HAWAIIAN INC (FHB) - 0.80%
#16	N/A	CUSHMAN & WAKEFIELD PLC (CWK) - 0.79%
#17	N/A	VIAVI SOLUTIONS INC (VIAV) - 0.78%
#18	N/A	S&T BANCORP INC (STBA) - 0.78%
#19	N/A	DYCOM INDUSTRIES INC (DY) - 0.77%
#20	N/A	UNITED COMMUNITY BANKS INC (UCB) - 0.77%
#21	N/A	INDEPENDENT BANK CORP (INDB) - 0.76%
#22	N/A	AVISTA CORP (AVA) - 0.73%
#23	N/A	BADGER METER INC (BMI) - 0.72%
#24	N/A	JACKSON FINANCIAL INC (JXN) - 0.70%
#25	N/A	NORTHWEST NATURAL HOLDING CO (NWN) - 0.68%
Total Holdings	1	226

SPUC vs OASC - Historical Returns

Returns include dividend reinvestment.

Period	SPUC	OASC
1 month	+0.84%	-1.14%
3 months	+6.91%	+7.21%
6 months	+8.62%	+12.57%
1 year	+18.94%	+32.32%
5 years(CAGR)	+12.80%	N/A
Max(CAGR)	+15.73%	+18.22%

Winner

SPUC

+0.84%

OASC

-1.14%

SPUC

+6.91%

Winner

OASC

+7.21%

SPUC

+8.62%

Winner

OASC

+12.57%

SPUC

+18.94%

Winner

OASC

+32.32%

5Y(CAGR)

SPUC

+12.80%

OASC

N/A

Max(CAGR)

SPUC

+15.73%

Winner

OASC

+18.22%

SPUC vs OASC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SPUC	OASC
2026	+9.51%	+17.80%
2025	+22.81%	+9.35%
2024	+26.68%	+10.35%
2023	+27.89%	N/A
2022	-25.38%	N/A
2021	+35.83%	N/A
2020	+9.53%	N/A

SPUC vs OASC Drawdown Comparison

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

The maximum drawdown for OASC was -26.99%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current SPUC drawdown is -0.81%. The current OASC drawdown is -3.06%.

Rank	SPUC	OASC
#1	-29.20% Dec 27, 2021 - Feb 2, 2024	-26.99% Nov 25, 2024 - Dec 10, 2025
#2	-28.17% Dec 4, 2024 - Jul 3, 2025	-8.79% Jul 31, 2024 - Oct 16, 2024
#3	-14.55% Jul 16, 2024 - Nov 7, 2024	-7.67% Feb 26, 2026 - Apr 8, 2026
#4	-11.59% Oct 29, 2025 - May 1, 2026	-4.68% Jun 30, 2026 - Jul 20, 2026
#5	-9.89% Mar 28, 2024 - Jun 11, 2024	-4.43% Nov 11, 2024 - Nov 25, 2024
#6	-8.67% Oct 12, 2020 - Nov 9, 2020	-4.41% May 6, 2026 - May 26, 2026
#7	-6.90% Sep 3, 2021 - Oct 25, 2021	-3.41% Oct 16, 2024 - Nov 6, 2024
#8	-6.15% Sep 4, 2020 - Oct 8, 2020	-3.10% Jan 22, 2026 - Feb 9, 2026
#9	-5.68% Feb 16, 2021 - Mar 15, 2021	-2.81% Jun 2, 2026 - Jun 11, 2026
#10	-5.37% Nov 18, 2021 - Dec 23, 2021	-2.76% Jul 16, 2024 - Jul 26, 2024
#11	-5.00% May 7, 2021 - Jun 28, 2021	-2.60% Dec 11, 2025 - Jan 6, 2026
#12	-4.87% Nov 11, 2024 - Nov 26, 2024	-2.45% Feb 9, 2026 - Feb 26, 2026
#13	-4.68% Jul 12, 2021 - Jul 23, 2021	-1.86% Apr 22, 2026 - Apr 30, 2026
#14	-4.46% Jun 2, 2026 - Jul 10, 2026	-1.85% Jan 15, 2026 - Jan 21, 2026
#15	-4.42% Oct 8, 2025 - Oct 27, 2025	-1.80% Jun 15, 2026 - Jun 22, 2026