SVOL vs FNGO
Comparison between SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF) and Bank of Montreal (FNGO, ETF).
5-Year PerformanceFNGO has outperformed SVOL, delivering a return of +26.4% compared to +6.5%
SVOL vs FNGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SVOL
$591M
Winner
FNGO
$593M
Expense Ratio
SVOL
0.66%
FNGO
N/A
Max Drawdown
Winner
SVOL
50.81%
FNGO
78.39%
Sharpe Ratio
SVOL
0.35
Winner
FNGO
0.78
5Y Beta
Winner
SVOL
1.53
FNGO
2.83
P/E Ratio
SVOL
N/A
FNGO
37.12
Forward P/E
SVOL
N/A
FNGO
29.26
PEG Ratio
SVOL
N/A
FNGO
0.74
5Y EPS CAGR
SVOL
N/A
FNGO
41.50%
Debt to Equity
SVOL
N/A
FNGO
32.09%
P/S Ratio
SVOL
N/A
FNGO
9.67
P/B Ratio
SVOL
N/A
FNGO
11.73
SVOL vs FNGO - Holdings Comparison
SVOL and FNGO have 0 common holdings. Overlap is 0.00%
SVOL's top 25 holdings weight is 115.53%. FNGO's top 25 holdings weight is 100.00%.
| Rank | SVOL | FNGO |
|---|---|---|
| #1 | SIMPLIFY US EQUITY PLUS UPSD CNVXTY ETF (SPUC) - 30.22% | NVIDIA CORP (NVDA) - 11.63% |
| #2 | SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS) - 18.77% | BROADCOM INC (AVGO) - 11.49% |
| #3 | SIMPLIFY AGGREGATE BOND ETF (AGGH) - 16.11% | APPLE INC (AAPL) - 10.95% |
| #4 | SIMPLIFY TREASURY OPTION INCOME ETF (BUCK) - 15.00% | ALPHABET INC CLASS A (GOOGL) - 10.62% |
| #5 | SIMPLIFY NATIONAL MUNI BOND ETF (NMB) - 14.37% | META PLATFORMS INC CLASS A (META) - 10.33% |
| #6 | SIMPLIFY NEXT INTANGIBLE CORE INDEX ETF (NXTI) - 10.02% | MICROSOFT CORP (MSFT) - 10.06% |
| #7 | SIMPLIFY TARGET 15 DISTRIBUTION ETF (XV) - 5.79% | AMAZON.COM INC (AMZN) - 9.90% |
| #8 | SPX US 05/15/26 C7130 INDEX (n/a) - 2.27% | NETFLIX INC (NFLX) - 9.28% |
| #9 | CASH (n/a) - 1.69% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.95% |
| #10 | SIMPLIFY PIPER SANDLER USSM-CPPLUSINCETF (LITL) - 1.08% | SERVICENOW INC (NOW) - 7.79% |
| #11 | VIX US 06/17/26 C70 INDEX (n/a) - 0.18% | N/A |
| #12 | SPXW US 05/19/26 P6900 INDEX (n/a) - 0.01% | N/A |
| #13 | SPXW US 05/22/26 P6860 INDEX (n/a) - 0.01% | N/A |
| #14 | SPXW US 05/26/26 P6675 INDEX (n/a) - 0.01% | N/A |
| #15 | SPXW US 05/22/26 P6675 INDEX (n/a) - 0.01% | N/A |
| #16 | SPXW US 05/18/26 P6915 INDEX (n/a) - 0.01% | N/A |
| #17 | SPXW US 05/12/26 P6690 INDEX (n/a) - 0.00% | N/A |
| #18 | US BOND FUT OPT JUN26C 119 (n/a) - 0.00% | N/A |
| #19 | SPXW US 05/13/26 P6790 INDEX (n/a) - 0.00% | N/A |
| #20 | SPXW US 05/14/26 P6880 INDEX (n/a) - 0.00% | N/A |
| #21 | SPXW US 05/15/26 P6860 INDEX (n/a) - 0.00% | N/A |
| #22 | VIX US 05/19/26 C60 INDEX (n/a) - 0.00% | N/A |
| #23 | US BOND FUT OPT JUN26C 120 (n/a) - 0.00% | N/A |
| #24 | US BOND FUT OPT JUN26P 106 (n/a) - 0.00% | N/A |
| #25 | US BOND FUT OPT JUN26P 110 (n/a) - -0.02% | N/A |
| Total Holdings | 29 | 10 |
SVOL vs FNGO - Historical Returns
Returns include dividend reinvestment.
1M
SVOL
+1.82%
Winner
FNGO
+3.06%
3M
SVOL
+3.24%
Winner
FNGO
+25.16%
6M
Winner
SVOL
+0.47%
FNGO
-0.23%
1Y
SVOL
+11.80%
Winner
FNGO
+30.94%
5Y(CAGR)
SVOL
+6.49%
Winner
FNGO
+26.40%
Max(CAGR)
SVOL
+7.45%
Winner
FNGO
+38.11%
SVOL vs FNGO - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SVOL | FNGO |
|---|---|---|
| 2026 | -1.32% | +14.32% |
| 2025 | +2.74% | +26.09% |
| 2024 | +6.52% | +112.25% |
| 2023 | +22.95% | +247.27% |
| 2022 | -5.04% | -72.76% |
| 2021 | +12.25% | +29.72% |
| 2020 | N/A | +219.34% |
| 2019 | N/A | +76.58% |
| 2018 | N/A | -40.52% |
SVOL vs FNGO Drawdown Comparison
The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for FNGO was -78.39%, occurring on Nov 9, 2022. Recovery took 566 trading sessions.
The current SVOL drawdown is -3.92%. The current FNGO drawdown is -17.04%.
| Rank | SVOL | FNGO |
|---|---|---|
| #1 | -33.48% Feb 19, 2025 - Apr 8, 2025 | -78.39% Nov 4, 2021 - Feb 7, 2024 |
| #2 | -15.56% Jan 12, 2022 - May 8, 2023 | -60.28% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -10.91% Jul 12, 2024 - Aug 15, 2024 | -50.95% Aug 7, 2018 - Dec 23, 2019 |
| #4 | -8.52% Nov 4, 2021 - Jan 4, 2022 | -47.64% Feb 14, 2025 - Jun 26, 2025 |
| #5 | -6.89% Dec 4, 2024 - Jan 23, 2025 | -42.73% Oct 29, 2025 - May 26, 2026 |
| #6 | -5.11% Jul 2, 2021 - Aug 10, 2021 | -33.53% Jul 10, 2024 - Dec 3, 2024 |
| #7 | -4.99% Sep 2, 2021 - Oct 14, 2021 | -31.08% Feb 16, 2021 - Sep 7, 2021 |
| #8 | -4.66% Aug 27, 2024 - Nov 13, 2024 | -25.96% Sep 2, 2020 - Dec 7, 2020 |
| #9 | -4.61% Sep 14, 2023 - Nov 6, 2023 | -18.66% Apr 11, 2024 - May 15, 2024 |
| #10 | -3.79% Mar 27, 2024 - May 3, 2024 | -18.44% Sep 7, 2021 - Oct 19, 2021 |
| #11 | -2.85% Jun 11, 2021 - Jun 24, 2021 | -17.04% Jun 1, 2026 - Jun 5, 2026 |
| #12 | -2.14% Jan 4, 2022 - Jan 12, 2022 | -15.30% Dec 16, 2024 - Feb 14, 2025 |
| #13 | -2.10% May 14, 2021 - May 26, 2021 | -10.97% Jun 23, 2020 - Jul 2, 2020 |
| #14 | -1.84% Aug 12, 2021 - Aug 27, 2021 | -10.44% Jul 10, 2020 - Aug 5, 2020 |
| #15 | -1.71% Oct 25, 2021 - Nov 2, 2021 | -10.34% Jan 26, 2021 - Feb 4, 2021 |
Correlation
Correlation between SVOL and FNGO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
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