SPYC vs UPSD
Comparison between SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
SPYC vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYC
$112M
UPSD
$112M
Expense Ratio
Winner
SPYC
0.53%
UPSD
0.79%
Max Drawdown
SPYC
29.33%
Winner
UPSD
24.04%
Sharpe Ratio
SPYC
0.73
Winner
UPSD
0.97
5Y Beta
SPYC
1.24
Winner
UPSD
1.13
P/E Ratio
SPYC
N/A
UPSD
27.03
Forward P/E
SPYC
N/A
UPSD
20.34
PEG Ratio
SPYC
N/A
UPSD
0.43
5Y Dividends CAGR
SPYC
34.79%
UPSD
N/A
5Y EPS CAGR
SPYC
N/A
UPSD
24.74%
Debt to Equity
SPYC
N/A
UPSD
79.36%
P/S Ratio
SPYC
N/A
UPSD
2.02
P/B Ratio
SPYC
N/A
UPSD
6.00
SPYC vs UPSD - Holdings Comparison
SPYC and UPSD have 1 common holdings. Overlap is -87.87%
SPYC's top 25 holdings weight is 100.56%. UPSD's top 25 holdings weight is 138.48%.
| Rank | SPYC | UPSD |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.12% | RCXTSOA6 TRS 052627 (n/a) - 49.14% |
| #2 | SPXW US 12/19/25 P5700 (n/a) - 0.44% | RCXTSOA6 TRS 090826 (n/a) - 47.17% |
| #3 | SPXW US 10/17/25 C6725 (n/a) - 0.18% | APPLE INC (AAPL) - 5.31% |
| #4 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.17% | NVIDIA CORP (NVDA) - 5.30% |
| #5 | SPXW US 11/21/25 P5500 (n/a) - 0.14% | MICROSOFT CORP (MSFT) - 3.20% |
| #6 | SPXW US 10/08/25 C6690 (n/a) - 0.11% | MICRON TECHNOLOGY INC (MU) - 2.09% |
| #7 | SPXW US 10/03/25 C6670 (n/a) - 0.11% | AMAZON.COM INC (AMZN) - 2.05% |
| #8 | SPXW US 10/10/25 C6725 (n/a) - 0.10% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% |
| #9 | SPXW US 10/08/25 P6350 (n/a) - 0.06% | ALPHABET INC CLASS A (GOOGL) - 1.71% |
| #10 | SPXW US 10/06/25 P6400 (n/a) - 0.03% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #11 | SPXW US 10/03/25 P6360 (n/a) - 0.02% | DATADOG INC CLASS A (DDOG) - 1.63% |
| #12 | SPXW US 10/17/25 P5350 (n/a) - 0.02% | BROADCOM INC (AVGO) - 1.51% |
| #13 | GLD US 10/10/25 P324 (n/a) - 0.01% | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% |
| #14 | GLD US 10/10/25 P328 (n/a) - 0.01% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #15 | RUTW US 10/10/25 P2230 (n/a) - 0.01% | MARATHON PETROLEUM CORP (MPC) - 1.36% |
| #16 | RUTW US 10/10/25 P2215 (n/a) - 0.01% | MONSTER BEVERAGE CORP (MNST) - 1.31% |
| #17 | RUTW US 10/08/25 P2240 (n/a) - 0.01% | WELLTOWER INC (WELL) - 1.25% |
| #18 | NDXP US 10/10/25 P22550 (n/a) - 0.01% | EXXON MOBIL CORP (XOM) - 1.20% |
| #19 | SPXW US 10/10/25 P6140 (n/a) - 0.01% | ALTRIA GROUP INC (MO) - 1.17% |
| #20 | SPXW US 10/10/25 P6100 (n/a) - 0.01% | CARDINAL HEALTH INC (CAH) - 1.13% |
| #21 | SPXW US 10/06/25 C6790 (n/a) - 0.01% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% |
| #22 | STONEX CASH (n/a) - 0.00% | PALO ALTO NETWORKS INC (PANW) - 1.11% |
| #23 | SPXW US 10/01/25 C6775 (n/a) - 0.00% | MCKESSON CORP (MCK) - 1.09% |
| #24 | SPXW US 10/17/25 P5050 (n/a) - -0.01% | ELI LILLY AND CO (LLY) - 1.09% |
| #25 | RUTW US 10/08/25 P2340 (n/a) - -0.02% | CME GROUP INC CLASS A (CME) - 1.08% |
| Total Holdings | 34 | 106 |
SPYC vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYC
+0.91%
UPSD
+0.03%
3M
Winner
SPYC
+11.60%
UPSD
+4.29%
6M
Winner
SPYC
+6.31%
UPSD
+4.97%
1Y
SPYC
+14.48%
Winner
UPSD
+16.94%
5Y(CAGR)
SPYC
+9.65%
UPSD
N/A
Max(CAGR)
Winner
SPYC
+12.28%
UPSD
+7.51%
SPYC vs UPSD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPYC | UPSD |
|---|---|---|
| 2026 | +6.12% | +4.71% |
| 2025 | +16.03% | +12.97% |
| 2024 | +23.46% | -5.14% |
| 2023 | +24.21% | N/A |
| 2022 | -25.63% | N/A |
| 2021 | +31.23% | N/A |
| 2020 | +9.10% | N/A |
SPYC vs UPSD Drawdown Comparison
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current SPYC drawdown is -2.18%. The current UPSD drawdown is -2.67%.
| Rank | SPYC | UPSD |
|---|---|---|
| #1 | -28.51% Dec 27, 2021 - Mar 1, 2024 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -22.81% Dec 4, 2024 - May 16, 2025 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -13.47% Oct 28, 2025 - May 6, 2026 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -11.39% Jul 16, 2024 - Nov 6, 2024 | -5.02% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -7.96% Oct 12, 2020 - Nov 9, 2020 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -7.24% Mar 28, 2024 - May 15, 2024 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -6.09% Sep 3, 2021 - Oct 25, 2021 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -5.73% Jul 3, 2025 - Sep 11, 2025 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -5.71% Sep 4, 2020 - Oct 7, 2020 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -5.09% Feb 17, 2021 - Mar 15, 2021 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -4.91% Apr 27, 2021 - Jun 28, 2021 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -4.52% Jun 1, 2026 - Jun 10, 2026 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -4.46% May 19, 2025 - Jun 26, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -4.25% Nov 18, 2021 - Dec 10, 2021 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
| #15 | -4.22% Dec 10, 2021 - Dec 23, 2021 | -0.59% Sep 11, 2025 - Sep 19, 2025 |
Correlation
Correlation between SPYC and UPSD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2020 - 2026)
SPYC vs UPSD dividend yield comparison.
| Year | SPYC | UPSD |
|---|---|---|
| 2026 | 0.22% | 0.22% |
| 2025 | 0.89% | 0.67% |
| 2024 | 1.02% | 0.06% |
| 2023 | 1.76% | 0.00% |
| 2022 | 1.34% | 0.00% |
| 2021 | 1.01% | 0.00% |
| 2020 | 0.40% | 0.00% |
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