Compare · 2 funds side by side · dividends reinvested

SPD and IWF

SPDSimplify×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

SPD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.21%+6.2%+3.9%+18.8%+6.8%−10.5%13.8%$77M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SPD 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Downside Convexity ETF · $77M$13,876

SPD

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPDMeasureIWF

+6.2%Year to dateJan 1 → Nov 4−0.1%

+3.9%1 yearTotal return−3.0%

+18.8%3 years · per year$10,000 became $16,746 · $18,310+22.3%

+6.8%5 years · per year$10,000 became $13,876 · $16,559+10.6%

0.53%Expense ratio$53 · $18 a year on $10k · lower is better0.18%

1.21%Trailing 12-mo yield$121 · $37 a year on $10k0.37%

−10.5%Worst dropSmaller is better−15.6%

13.8%VolatilityLower is calmer18.3%

SPDIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SPD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPD vs IWF: Top 5 Holdings

Today

SPD

91.5%in top 5

IWF

in top 539.3%

SPDStockIWF

91.5%IVVnot top 5

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPD vs IWF Returns, Every Period

SimplifySPD

+6.8%

5 years, per year

IWFiShares

+10.6%

5 years, per year

SPDIWFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPD vs IWF

YTD

SimplifySPD

+6.2%

IWFiShares

−0.1%

+6.2%Year to date−0.1%

−10.5%Worst drop · 1Y−15.6%

13.8%Volatility · 1Y18.3%

1.2%Yield0.4%

$77.1MAssets$120B

4–0SPD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPD, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SPD0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPD, IWF

1.21%highest, SPD

FundTrailing yieldYield$10k

SPD1.21%$121

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, SPD

SPD$121 − $53 = $68

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPD, IWF

Today

0.0%most shared, SPD and IWF

SPDIWF

SPD—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.9%SPD, at 13.8% volatility

SPDWorst drop−10.5%13.8% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPDIWF

+6.2%Year to date−0.1%

1.2%Yield0.4%

+3.9%Past year−3.0%

0.53%Fee0.18%

3–1SPD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026