SVOL vs VBND

Comparison between SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

5-Year PerformanceSVOL has outperformed VBND, delivering a return of +7.2% compared to +0.1%

SVOL vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SVOL(ETF)	VBND(ETF)
Net Assets	$523M	$523M
Expense Ratio	0.66%	0.41%
Max Drawdown	50.81%	21.99%
Sharpe Ratio	0.68	-0.24
5Y Beta	1.51	0.05
5Y Dividends CAGR	N/A	20.45%

Net Assets

Winner

SVOL

$523M

VBND

$523M

Expense Ratio

SVOL

0.66%

Winner

VBND

0.41%

Max Drawdown

SVOL

50.81%

Winner

VBND

21.99%

Sharpe Ratio

Winner

SVOL

0.68

VBND

-0.24

5Y Beta

SVOL

1.51

Winner

VBND

0.05

5Y Dividends CAGR

SVOL

N/A

VBND

20.45%

SVOL vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	SVOL	VBND
1 month	+4.70%	+0.64%
3 months	+7.17%	+0.30%
6 months	+6.84%	-0.94%
1 year	+14.59%	+2.74%
5 years(CAGR)	+7.21%	+0.10%
10 years(CAGR)	N/A	+1.33%
Max(CAGR)	+8.61%	+1.61%

Winner

SVOL

+4.70%

VBND

+0.64%

Winner

SVOL

+7.17%

VBND

+0.30%

Winner

SVOL

+6.84%

VBND

-0.94%

Winner

SVOL

+14.59%

VBND

+2.74%

5Y(CAGR)

Winner

SVOL

+7.21%

VBND

+0.10%

10Y(CAGR)

SVOL

N/A

VBND

+1.33%

Max(CAGR)

Winner

SVOL

+8.61%

VBND

+1.61%

SVOL vs VBND - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SVOL	VBND
2026	+6.15%	+0.64%
2025	+2.74%	+6.80%
2024	+6.52%	+1.82%
2023	+22.95%	+7.33%
2022	-5.04%	-13.63%
2021	+12.25%	-0.46%
2020	N/A	+5.06%
2019	N/A	+9.45%
2018	N/A	-0.79%
2017	N/A	+2.75%
2016	N/A	+2.13%
2015	N/A	-0.26%
2014	N/A	-0.37%

SVOL vs VBND Drawdown Comparison

The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. Recovery took 351 trading sessions.

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current SVOL drawdown is -0.54%. The current VBND drawdown is -1.03%.

Rank	SVOL	VBND
#1	-33.48% Feb 19, 2025 - Jul 15, 2026	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-15.56% Jan 12, 2022 - May 8, 2023	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-10.91% Jul 12, 2024 - Aug 15, 2024	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-8.52% Nov 4, 2021 - Jan 4, 2022	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-6.89% Dec 4, 2024 - Jan 23, 2025	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-5.11% Jul 2, 2021 - Aug 10, 2021	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-4.99% Sep 2, 2021 - Oct 14, 2021	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-4.66% Aug 27, 2024 - Nov 13, 2024	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-4.61% Sep 14, 2023 - Nov 6, 2023	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-3.96% Jul 15, 2026 - Aug 10, 2026	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-3.79% Mar 27, 2024 - May 3, 2024	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-2.85% Jun 11, 2021 - Jun 24, 2021	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-2.14% Jan 4, 2022 - Jan 12, 2022	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-2.10% May 14, 2021 - May 26, 2021	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-1.84% Aug 12, 2021 - Aug 27, 2021	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between SVOL and VBND is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2014 - 2026)

SVOL vs VBND dividend yield comparison.

Year	SVOL	VBND
2026	12.14%	2.81%
2025	19.82%	4.22%
2024	16.79%	4.41%
2023	16.36%	3.88%
2022	18.32%	2.55%
2021	4.65%	1.56%
2020	0.00%	1.98%
2019	0.00%	3.14%
2018	0.00%	2.82%
2017	0.00%	2.00%
2016	0.00%	3.12%
2015	0.00%	1.49%
2014	0.00%	0.11%