SPYC vs ITAN
Comparison between SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF) and SPARKLINE INTANGIBLE VALUE ETF (ITAN, ETF).
5-Year PerformanceITAN has outperformed SPYC, delivering a return of +12.6% compared to +8.8%
SPYC vs ITAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYC
$112M
ITAN
$111M
Expense Ratio
SPYC
0.53%
Winner
ITAN
0.50%
Max Drawdown
Winner
SPYC
29.33%
ITAN
30.62%
Sharpe Ratio
SPYC
0.58
Winner
ITAN
1.80
5Y Beta
SPYC
1.27
Winner
ITAN
0.96
P/E Ratio
SPYC
N/A
ITAN
23.79
Forward P/E
SPYC
N/A
ITAN
15.15
PEG Ratio
SPYC
N/A
ITAN
0.09
5Y Dividends CAGR
SPYC
35.89%
ITAN
N/A
5Y EPS CAGR
SPYC
N/A
ITAN
10.10%
Debt to Equity
SPYC
N/A
ITAN
5.02%
P/S Ratio
SPYC
N/A
ITAN
1.14
P/B Ratio
SPYC
N/A
ITAN
2.78
SPYC vs ITAN - Holdings Comparison
SPYC and ITAN have 1 common holdings. Overlap is -9.46%
SPYC's top 25 holdings weight is 100.56%. ITAN's top 25 holdings weight is 47.45%.
| Rank | SPYC | ITAN |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.12% | OTHER ASSETS AND LIABILITIES (n/a) - 9.54% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.44% | AMAZON.COM INC (AMZN) - 5.01% |
| #3 | SPXW US 10/17/25 C6725 (n/a) - 0.18% | INTEL CORP (INTC) - 2.98% |
| #4 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.17% | CISCO SYSTEMS INC (CSCO) - 2.16% |
| #5 | SPXW US 11/21/25 P5500 (n/a) - 0.14% | MERCK & CO INC (MRK) - 1.64% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.11% | QUALCOMM INC (QCOM) - 1.64% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.11% | AT&T INC (T) - 1.53% |
| #8 | SPXW US 10/10/25 C6725 (n/a) - 0.10% | CVS HEALTH CORP (CVS) - 1.53% |
| #9 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | n/a (DELL) - 1.53% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | PFIZER INC (PFE) - 1.45% |
| #11 | SPXW US 10/03/25 P6360 (n/a) - 0.02% | VERIZON COMMUNICATIONS INC (VZ) - 1.42% |
| #12 | SPXW US 10/17/25 P5350 (n/a) - 0.02% | CAPITAL ONE FINANCIAL CORP (COF) - 1.41% |
| #13 | GLD US 10/10/25 P324 (n/a) - 0.01% | SALESFORCE INC (CRM) - 1.41% |
| #14 | GLD US 10/10/25 P328 (n/a) - 0.01% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.37% |
| #15 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | THE WALT DISNEY CO (DIS) - 1.31% |
| #16 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | ALPHABET INC CLASS A (GOOGL) - 1.26% |
| #17 | RUTW US 10/08/25 P2240 (n/a) - 0.01% | ALPHABET INC CLASS C (GOOG) - 1.26% |
| #18 | NDXP US 10/10/25 P22550 (n/a) - 0.01% | MEDTRONIC PLC (MDT) - 1.22% |
| #19 | SPXW US 10/10/25 P6140 (n/a) - 0.01% | T-MOBILE US INC (TMUS) - 1.21% |
| #20 | SPXW US 10/10/25 P6100 (n/a) - 0.01% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.16% |
| #21 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | BOEING CO (BA) - 1.11% |
| #22 | STONEX CASH (n/a) - 0.00% | GENERAL MOTORS CO (GM) - 1.09% |
| #23 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | ADOBE INC (ADBE) - 1.09% |
| #24 | SPXW US 10/17/25 P5050 (n/a) - -0.01% | ACCENTURE PLC CLASS A (ACN) - 1.07% |
| #25 | RUTW US 10/08/25 P2340 (n/a) - -0.02% | TARGET CORP (TGT) - 1.05% |
| Total Holdings | 34 | 161 |
SPYC vs ITAN - Historical Returns
Returns include dividend reinvestment.
1M
SPYC
+4.88%
Winner
ITAN
+7.93%
3M
SPYC
+2.26%
Winner
ITAN
+7.82%
6M
SPYC
+9.79%
Winner
ITAN
+20.12%
1Y
SPYC
+13.63%
Winner
ITAN
+34.44%
5Y(CAGR)
SPYC
+8.82%
Winner
ITAN
+12.59%
Max(CAGR)
SPYC
+12.43%
Winner
ITAN
+12.98%
SPYC vs ITAN - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPYC | ITAN |
|---|---|---|
| 2026 | +9.53% | +20.80% |
| 2025 | +16.03% | +20.60% |
| 2024 | +23.46% | +18.57% |
| 2023 | +24.21% | +33.93% |
| 2022 | -25.63% | -24.78% |
| 2021 | +31.23% | +6.97% |
| 2020 | +9.10% | N/A |
SPYC vs ITAN Drawdown Comparison
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The maximum drawdown for ITAN was -30.41%, occurring on Oct 12, 2022. Recovery took 525 trading sessions.
The current SPYC drawdown is -3.56%. The current ITAN drawdown is -0.74%.
| Rank | SPYC | ITAN |
|---|---|---|
| #1 | -28.51% Dec 27, 2021 - Mar 1, 2024 | -30.41% Nov 16, 2021 - Dec 19, 2023 |
| #2 | -22.81% Dec 4, 2024 - May 16, 2025 | -20.47% Feb 19, 2025 - Jul 3, 2025 |
| #3 | -13.47% Oct 28, 2025 - May 6, 2026 | -9.03% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -11.39% Jul 16, 2024 - Nov 6, 2024 | -8.48% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -7.96% Oct 12, 2020 - Nov 9, 2020 | -6.02% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -7.24% Mar 28, 2024 - May 15, 2024 | -5.72% Nov 12, 2025 - Nov 28, 2025 |
| #7 | -6.09% Sep 3, 2021 - Oct 25, 2021 | -5.68% Aug 30, 2021 - Nov 1, 2021 |
| #8 | -5.73% Jul 3, 2025 - Sep 11, 2025 | -4.95% Dec 6, 2024 - Jan 23, 2025 |
| #9 | -5.71% Sep 4, 2020 - Oct 7, 2020 | -4.91% Jul 23, 2025 - Aug 22, 2025 |
| #10 | -5.09% Feb 17, 2021 - Mar 15, 2021 | -4.60% Jun 1, 2026 - Aug 3, 2026 |
| #11 | -5.04% Jun 15, 2026 - Aug 4, 2026 | -4.33% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -4.91% Apr 27, 2021 - Jun 28, 2021 | -3.87% Oct 6, 2025 - Oct 21, 2025 |
| #13 | -4.52% Jun 1, 2026 - Jun 15, 2026 | -3.63% Jul 12, 2021 - Jul 23, 2021 |
| #14 | -4.46% May 19, 2025 - Jun 26, 2025 | -2.94% Dec 28, 2023 - Jan 23, 2024 |
| #15 | -4.25% Nov 18, 2021 - Dec 10, 2021 | -2.92% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between SPYC and ITAN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
SPYC vs ITAN dividend yield comparison.
| Year | SPYC | ITAN |
|---|---|---|
| 2026 | 0.43% | 0.45% |
| 2025 | 0.89% | 0.94% |
| 2024 | 1.02% | 1.14% |
| 2023 | 1.76% | 1.01% |
| 2022 | 1.34% | 0.57% |
| 2021 | 1.01% | 0.45% |
| 2020 | 0.40% | 0.00% |
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