SVOL vs SPY
Comparison between SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SVOL, delivering a return of +13.0% compared to +7.1%
SVOL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SVOL
$543M
Winner
SPY
$781B
Expense Ratio
SVOL
0.66%
Winner
SPY
0.09%
Max Drawdown
Winner
SVOL
50.81%
SPY
56.47%
Sharpe Ratio
SVOL
0.73
Winner
SPY
1.25
5Y Beta
SVOL
1.52
Winner
SPY
1.00
P/E Ratio
SVOL
N/A
SPY
28.78
Forward P/E
SVOL
N/A
SPY
21.23
5Y Dividends CAGR
SVOL
N/A
SPY
6.00%
5Y EPS CAGR
SVOL
N/A
SPY
25.62%
Debt to Equity
SVOL
N/A
SPY
31.92%
P/S Ratio
SVOL
N/A
SPY
3.76
P/B Ratio
SVOL
N/A
SPY
5.64
SVOL vs SPY - Holdings Comparison
SVOL and SPY have 1 common holdings. Overlap is 0.00%
SVOL's top 25 holdings weight is 76.60%. SPY's top 25 holdings weight is 51.74%.
| Rank | SVOL | SPY |
|---|---|---|
| #1 | SIMPLIFY US EQUITY INCOME ETF (SPUC) - 20.54% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | SIMPLIFY AGGREGATE BOND ETF (AGGH) - 10.71% | APPLE INC (AAPL) - 7.37% |
| #3 | SIMPLIFY TREASURY OPTION INCOME ETF (BUCK) - 10.10% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS) - 9.86% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | SIMPLIFY NATIONAL MUNI BOND ETF (NMB) - 9.78% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | SIMPLIFY NEXT INTANGIBLE CORE INDEX ETF (NXTI) - 7.25% | BROADCOM INC (AVGO) - 2.86% |
| #7 | SIMPLIFY TARGET 15 DISTRIBUTION ETF (XV) - 3.94% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | CASH (n/a) - 3.53% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | SIMPLIFY PIPER SANDLER USSM-CPPLUSINCETF (LITL) - 0.79% | TESLA INC (TSLA) - 1.70% |
| #10 | VIX US 08/19/26 C70 INDEX (n/a) - 0.04% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | VIX US 07/22/26 C70 INDEX (n/a) - 0.02% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | SPXW US 08/14/26 P6000 INDEX (n/a) - 0.01% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | SPXW US 08/13/26 P6000 INDEX (n/a) - 0.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | SPXW US 08/18/26 P6000 INDEX (n/a) - 0.01% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | SPXW US 08/17/26 P6000 INDEX (n/a) - 0.01% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | SPXW US 07/22/26 P6100 INDEX (n/a) - 0.00% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | SPXW US 07/21/26 P6200 INDEX (n/a) - 0.00% | VISA INC CLASS A (V) - 0.90% |
| #18 | SPXW US 07/20/26 P6450 INDEX (n/a) - 0.00% | WALMART INC (WMT) - 0.76% |
| #19 | SPXW US 07/17/26 P6480 INDEX (n/a) - 0.00% | INTEL CORP (INTC) - 0.75% |
| #20 | SPXW US 07/16/26 P6200 INDEX (n/a) - 0.00% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | SPXW US 07/15/26 P6525 INDEX (n/a) - 0.00% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | SPXW US 07/23/26 P6200 INDEX (n/a) - 0.00% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | SPXW US 07/24/26 P6250 INDEX (n/a) - 0.00% | ABBVIE INC (ABBV) - 0.66% |
| #24 | SPXW US 08/10/26 P6000 INDEX (n/a) - 0.00% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | SPXW US 07/30/26 P6575 INDEX (n/a) - 0.00% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 31 | 505 |
SVOL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SVOL
+1.84%
SPY
+0.52%
3M
Winner
SVOL
+7.66%
SPY
+6.55%
6M
SVOL
+1.73%
Winner
SPY
+9.76%
1Y
SVOL
+15.62%
Winner
SPY
+20.32%
5Y(CAGR)
SVOL
+7.14%
Winner
SPY
+13.01%
10Y(CAGR)
SVOL
N/A
SPY
+15.06%
Max(CAGR)
SVOL
+8.12%
Winner
SPY
+8.50%
SVOL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SVOL | SPY |
|---|---|---|
| 2026 | +2.84% | +10.11% |
| 2025 | +2.74% | +18.00% |
| 2024 | +6.52% | +25.59% |
| 2023 | +22.95% | +26.72% |
| 2022 | -5.04% | -18.64% |
| 2021 | +12.25% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SVOL vs SPY Drawdown Comparison
The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. Recovery took 351 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SVOL drawdown is -0.37%. The current SPY drawdown is -1.24%.
| Rank | SVOL | SPY |
|---|---|---|
| #1 | -33.48% Feb 19, 2025 - Jul 15, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.56% Jan 12, 2022 - May 8, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -10.91% Jul 12, 2024 - Aug 15, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.52% Nov 4, 2021 - Jan 4, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.89% Dec 4, 2024 - Jan 23, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.11% Jul 2, 2021 - Aug 10, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.99% Sep 2, 2021 - Oct 14, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.66% Aug 27, 2024 - Nov 13, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.61% Sep 14, 2023 - Nov 6, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.79% Mar 27, 2024 - May 3, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.85% Jun 11, 2021 - Jun 24, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.14% Jan 4, 2022 - Jan 12, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.10% May 14, 2021 - May 26, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.84% Aug 12, 2021 - Aug 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.71% Oct 25, 2021 - Nov 2, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SVOL and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
SVOL vs SPY dividend yield comparison.
| Year | SVOL | SPY |
|---|---|---|
| 2026 | 10.58% | 0.49% |
| 2025 | 19.82% | 1.07% |
| 2024 | 16.79% | 1.21% |
| 2023 | 16.36% | 1.40% |
| 2022 | 18.32% | 1.65% |
| 2021 | 4.65% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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