SPYC vs MVFD
Comparison between SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).
SPYC vs MVFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYC
$112M
Winner
MVFD
$112M
Expense Ratio
Winner
SPYC
0.53%
MVFD
1.10%
Max Drawdown
SPYC
29.33%
Winner
MVFD
19.59%
Sharpe Ratio
SPYC
0.45
Winner
MVFD
1.01
5Y Beta
SPYC
1.23
Winner
MVFD
0.78
5Y Dividends CAGR
SPYC
35.89%
MVFD
N/A
SPYC vs MVFD - Historical Returns
Returns include dividend reinvestment.
1M
SPYC
-0.38%
Winner
MVFD
+3.01%
3M
Winner
SPYC
+4.20%
MVFD
+1.83%
6M
Winner
SPYC
+4.93%
MVFD
+2.66%
1Y
SPYC
+8.94%
Winner
MVFD
+18.37%
5Y(CAGR)
SPYC
+8.38%
MVFD
N/A
Max(CAGR)
Winner
SPYC
+11.83%
MVFD
+10.74%
SPYC vs MVFD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPYC | MVFD |
|---|---|---|
| 2026 | +5.00% | +7.71% |
| 2025 | +16.03% | +10.12% |
| 2024 | +23.46% | +5.21% |
| 2023 | +24.21% | N/A |
| 2022 | -25.63% | N/A |
| 2021 | +31.23% | N/A |
| 2020 | +9.10% | N/A |
SPYC vs MVFD Drawdown Comparison
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current SPYC drawdown is -3.39%. The current MVFD drawdown is -1.38%.
| Rank | SPYC | MVFD |
|---|---|---|
| #1 | -28.51% Dec 27, 2021 - Mar 1, 2024 | -19.07% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -22.81% Dec 4, 2024 - May 16, 2025 | -9.08% Feb 6, 2026 - Mar 20, 2026 |
| #3 | -13.47% Oct 28, 2025 - May 6, 2026 | -6.45% Mar 28, 2024 - Jul 31, 2024 |
| #4 | -11.39% Jul 16, 2024 - Nov 6, 2024 | -6.34% Jul 31, 2024 - Aug 26, 2024 |
| #5 | -7.96% Oct 12, 2020 - Nov 9, 2020 | -5.62% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -7.24% Mar 28, 2024 - May 15, 2024 | -4.64% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -6.09% Sep 3, 2021 - Oct 25, 2021 | -3.78% Aug 30, 2024 - Sep 23, 2024 |
| #8 | -5.73% Jul 3, 2025 - Sep 11, 2025 | -2.88% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -5.71% Sep 4, 2020 - Oct 7, 2020 | -2.71% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -5.09% Feb 17, 2021 - Mar 15, 2021 | -2.42% Oct 4, 2024 - Oct 16, 2024 |
| #11 | -4.91% Apr 27, 2021 - Jun 28, 2021 | -1.75% Jan 21, 2026 - Feb 4, 2026 |
| #12 | -4.52% Jun 1, 2026 - Jun 15, 2026 | -1.61% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -4.46% May 19, 2025 - Jun 26, 2025 | -1.51% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -4.25% Nov 18, 2021 - Dec 10, 2021 | -1.24% Mar 21, 2024 - Mar 27, 2024 |
| #15 | -4.22% Dec 10, 2021 - Dec 23, 2021 | -0.88% Mar 13, 2024 - Mar 19, 2024 |
Correlation
Correlation between SPYC and MVFD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2020 - 2026)
SPYC vs MVFD dividend yield comparison.
| Year | SPYC | MVFD |
|---|---|---|
| 2026 | 0.45% | 0.80% |
| 2025 | 0.89% | 1.34% |
| 2024 | 1.02% | 1.38% |
| 2023 | 1.76% | 0.00% |
| 2022 | 1.34% | 0.00% |
| 2021 | 1.01% | 0.00% |
| 2020 | 0.40% | 0.00% |
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