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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 +13.3% compared to +6.5%

SVOL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SVOL
$591M
Winner
SPY
$735B
Expense Ratio
SVOL
0.66%
Winner
SPY
0.09%
Max Drawdown
Winner
SVOL
50.81%
SPY
56.47%
Sharpe Ratio
SVOL
0.35
Winner
SPY
1.62
5Y Beta
SVOL
1.53
Winner
SPY
1.00
P/E Ratio
SVOL
N/A
SPY
28.99
Forward P/E
SVOL
N/A
SPY
22.37
5Y Dividends CAGR
SVOL
N/A
SPY
5.43%
5Y EPS CAGR
SVOL
N/A
SPY
26.05%
Debt to Equity
SVOL
N/A
SPY
32.40%
P/S Ratio
SVOL
N/A
SPY
3.74
P/B Ratio
SVOL
N/A
SPY
5.61

SVOL vs SPY - Holdings Comparison

SVOL and SPY have 1 common holdings. Overlap is -57.95%

SVOL's top 25 holdings weight is 115.53%. SPY's top 25 holdings weight is 52.37%.

RankSVOLSPY
#1
SIMPLIFY US EQUITY PLUS UPSD CNVXTY ETF (SPUC) - 30.22%
NVIDIA CORP (NVDA) - 8.10%
#2
SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS) - 18.77%
APPLE INC (AAPL) - 7.02%
#3
SIMPLIFY AGGREGATE BOND ETF (AGGH) - 16.11%
MICROSOFT CORP (MSFT) - 4.79%
#4
SIMPLIFY TREASURY OPTION INCOME ETF (BUCK) - 15.00%
AMAZON.COM INC (AMZN) - 4.02%
#5
SIMPLIFY NATIONAL MUNI BOND ETF (NMB) - 14.37%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SIMPLIFY NEXT INTANGIBLE CORE INDEX ETF (NXTI) - 10.02%
BROADCOM INC (AVGO) - 3.10%
#7
SIMPLIFY TARGET 15 DISTRIBUTION ETF (XV) - 5.79%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
SPX US 05/15/26 C7130 INDEX (n/a) - 2.27%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CASH (n/a) - 1.69%
TESLA INC (TSLA) - 1.89%
#10
SIMPLIFY PIPER SANDLER USSM-CPPLUSINCETF (LITL) - 1.08%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VIX US 06/17/26 C70 INDEX (n/a) - 0.18%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
SPXW US 05/19/26 P6900 INDEX (n/a) - 0.01%
ELI LILLY AND CO (LLY) - 1.31%
#13
SPXW US 05/22/26 P6860 INDEX (n/a) - 0.01%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SPXW US 05/26/26 P6675 INDEX (n/a) - 0.01%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SPXW US 05/22/26 P6675 INDEX (n/a) - 0.01%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SPXW US 05/18/26 P6915 INDEX (n/a) - 0.01%
INTEL CORP (INTC) - 0.90%
#17
SPXW US 05/12/26 P6690 INDEX (n/a) - 0.00%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
US BOND FUT OPT JUN26C 119 (n/a) - 0.00%
VISA INC CLASS A (V) - 0.85%
#19
SPXW US 05/13/26 P6790 INDEX (n/a) - 0.00%
WALMART INC (WMT) - 0.81%
#20
SPXW US 05/14/26 P6880 INDEX (n/a) - 0.00%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
SPXW US 05/15/26 P6860 INDEX (n/a) - 0.00%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
VIX US 05/19/26 C60 INDEX (n/a) - 0.00%
CATERPILLAR INC (CAT) - 0.66%
#23
US BOND FUT OPT JUN26C 120 (n/a) - 0.00%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
US BOND FUT OPT JUN26P 106 (n/a) - 0.00%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
US BOND FUT OPT JUN26P 110 (n/a) - -0.02%
ABBVIE INC (ABBV) - 0.58%
Total Holdings29505

SVOL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SVOL
+1.82%
Winner
SPY
+1.90%
3M
SVOL
+3.24%
Winner
SPY
+8.55%
6M
SVOL
+0.47%
Winner
SPY
+8.18%
1Y
SVOL
+11.80%
Winner
SPY
+25.79%
5Y(CAGR)
SVOL
+6.49%
Winner
SPY
+13.32%
10Y(CAGR)
SVOL
N/A
SPY
+15.19%
Max(CAGR)
SVOL
+7.45%
Winner
SPY
+8.47%

SVOL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSVOLSPY
2026-1.32%+8.26%
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%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SVOL vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SVOL drawdown is -3.92%. The current SPY drawdown is -2.90%.

RankSVOLSPY
#1-33.48%
Feb 19, 2025 - Apr 8, 2025		-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 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

SVOL vs SPY dividend yield comparison.

YearSVOLSPY
20269.07%0.24%
202519.82%1.07%
202416.79%1.21%
202316.36%1.40%
202218.32%1.65%
20214.65%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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