SPUC vs SOLZ

Comparison between SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF) and Solana ETF (SOLZ, ETF).

SPUC vs SOLZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPUC(ETF)	SOLZ(ETF)
Net Assets	$96M	$96M
Expense Ratio	0.53%	0.95%
Max Drawdown	29.80%	76.08%
Sharpe Ratio	1.15	-1.01
5Y Beta	1.34	1.76
5Y Dividends CAGR	86.52%	N/A

Net Assets

SPUC

$96M

SOLZ

$96M

Expense Ratio

Winner

SPUC

0.53%

SOLZ

0.95%

Max Drawdown

Winner

SPUC

29.80%

SOLZ

76.08%

Sharpe Ratio

Winner

SPUC

1.15

SOLZ

-1.01

5Y Beta

Winner

SPUC

1.34

SOLZ

1.76

5Y Dividends CAGR

SPUC

86.52%

SOLZ

N/A

SPUC vs SOLZ - Holdings Comparison

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

SPUC's top 25 holdings weight is 99.83%. SOLZ's top 25 holdings weight is 36.43%.

Rank	SPUC	SOLZ
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.83%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 36.43%
#2	N/A	N/A
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	1

SPUC vs SOLZ - Historical Returns

Returns include dividend reinvestment.

Period	SPUC	SOLZ
1 month	+0.62%	-29.85%
3 months	+10.82%	-23.62%
6 months	+7.02%	-49.95%
1 year	+25.12%	-60.78%
5 years(CAGR)	+13.29%	N/A
Max(CAGR)	+15.72%	-46.41%

Winner

SPUC

+0.62%

SOLZ

-29.85%

Winner

SPUC

+10.82%

SOLZ

-23.62%

Winner

SPUC

+7.02%

SOLZ

-49.95%

Winner

SPUC

+25.12%

SOLZ

-60.78%

5Y(CAGR)

SPUC

+13.29%

SOLZ

N/A

Max(CAGR)

Winner

SPUC

+15.72%

SOLZ

-46.41%

SPUC vs SOLZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SPUC	SOLZ
2026	+7.72%	-49.71%
2025	+22.81%	-12.45%
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 SOLZ Drawdown Comparison

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

The maximum drawdown for SOLZ was -75.68%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SPUC drawdown is -2.03%. The current SOLZ drawdown is -74.36%.

Rank	SPUC	SOLZ
#1	-29.20% Dec 27, 2021 - Feb 2, 2024	-75.68% Sep 18, 2025 - Jun 5, 2026
#2	-28.17% Dec 4, 2024 - Jul 3, 2025	-28.81% Mar 25, 2025 - Apr 23, 2025
#3	-14.55% Jul 16, 2024 - Nov 7, 2024	-24.08% May 13, 2025 - Jul 21, 2025
#4	-11.59% Oct 29, 2025 - May 1, 2026	-20.52% Jul 22, 2025 - Aug 27, 2025
#5	-9.89% Mar 28, 2024 - Jun 11, 2024	-4.97% Apr 24, 2025 - May 8, 2025
#6	-8.67% Oct 12, 2020 - Nov 9, 2020	-4.32% Aug 28, 2025 - Sep 8, 2025
#7	-6.90% Sep 3, 2021 - Oct 25, 2021	-3.66% Sep 12, 2025 - Sep 18, 2025
#8	-6.15% Sep 4, 2020 - Oct 8, 2020	-0.41% May 9, 2025 - May 13, 2025
#9	-5.68% Feb 16, 2021 - Mar 15, 2021	-0.09% Sep 8, 2025 - Sep 10, 2025
#10	-5.37% Nov 18, 2021 - Dec 23, 2021	N/A
#11	-5.00% May 7, 2021 - Jun 28, 2021	N/A
#12	-4.87% Nov 11, 2024 - Nov 26, 2024	N/A
#13	-4.68% Jul 12, 2021 - Jul 23, 2021	N/A
#14	-4.46% Jun 2, 2026 - Jun 10, 2026	N/A
#15	-4.42% Oct 8, 2025 - Oct 27, 2025	N/A

Correlation

Correlation between SPUC and SOLZ is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101