SPD vs. SMAX ETF Comparison
Comparison of Simplify US Equity PLUS Downside Convexity ETF (SPD) to iShares Large Cap Max Buffer Sep ETF (SMAX)
SPD
Simplify US Equity PLUS Downside Convexity ETF
SPD Description
The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The downside convexity option overlay consists of purchasing exchange-traded and over the counter (OTC) put options on the S&P 500 Index or an S&P 500 Index ETF.
Grade (RS Rating)
Last Trade
$34.30
Average Daily Volume
10,035
1
SMAX
iShares Large Cap Max Buffer Sep ETF
SMAX Description
The iShares Large Cap Max Buffer Sep ETF (the Fund) seeks to track the share price return of the iShares Core S&P 500 ETF (the Underlying ETF or Underlying Fund) up to an approximate upside limit,Grade (RS Rating)
Last Trade
$25.16
Average Daily Volume
139,988
1
Performance
| Period | SPD | SMAX |
|---|---|---|
| 30 Days | 1.93% | 0.42% |
| 60 Days | 4.75% | |
| 90 Days | 5.94% | |
| 12 Months | 27.22% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SPD | Weight in SMAX | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 99.42% | 98.7% | 98.7% |
SPD Overweight 0 Positions Relative to SMAX
| Symbol | Grade | Weight |
|---|
SPD Underweight 0 Positions Relative to SMAX
| Symbol | Grade | Weight |
|---|
SPD: Top Represented Industries & Keywords
SMAX: Top Represented Industries & Keywords
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