VBND vs SVOL

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

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

VBND vs SVOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

VBND

$523M

Winner

SVOL

$523M

Expense Ratio

Winner

VBND

0.41%

SVOL

0.66%

Max Drawdown

Winner

VBND

21.99%

SVOL

50.81%

Sharpe Ratio

VBND

-0.24

Winner

SVOL

0.68

5Y Beta

Winner

VBND

0.05

SVOL

1.51

5Y Dividends CAGR

VBND

20.45%

SVOL

N/A

VBND vs SVOL - Historical Returns

Returns include dividend reinvestment.

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

VBND

+0.64%

Winner

SVOL

+4.70%

VBND

+0.30%

Winner

SVOL

+7.17%

VBND

-0.94%

Winner

SVOL

+6.84%

VBND

+2.74%

Winner

SVOL

+14.59%

5Y(CAGR)

VBND

+0.10%

Winner

SVOL

+7.21%

10Y(CAGR)

VBND

+1.33%

SVOL

N/A

Max(CAGR)

VBND

+1.61%

Winner

SVOL

+8.61%

VBND vs SVOL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

VBND vs SVOL Drawdown Comparison

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

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

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

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

Correlation

Correlation between VBND and SVOL 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)

VBND vs SVOL dividend yield comparison.

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