Compare · 2 funds side by side · dividends reinvested

SVOL and SPY

SVOLSimplify×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SVOL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Simplify Volatility Premium ETFUnsorted0.78%21.64%+7.7%+10.5%+8.3%+7.0%−11.4%14.5%$511M1.9

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: SVOL 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Volatility Premium ETF · $511M$14,034

SVOL

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

SVOLMeasureSPY

+7.7%Year to dateJan 1 → Nov 4+13.3%

+10.5%1 yearTotal return+13.4%

+8.3%3 years · per year$10,000 became $12,700 · $19,132+24.1%

+7.0%5 years · per year$10,000 became $14,034 · $18,060+12.6%

0.78%Expense ratio$78 · $9 a year on $10k · lower is better0.09%

21.64%Trailing 12-mo yield$2,164 · $99 a year on $10k0.99%

−11.4%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

SVOL vs SPY: Top 5 Holdings

Today

SVOL

47.8%in top 5

SPY

in top 527.3%

SVOLStockSPY

12.5%QISnot top 5

10.8%CTAPnot top 5

10.0%NMBnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.3%XVnot top 5

7.2%SPUCnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

SVOL vs SPY Returns, Every Period

SimplifySVOL

+7.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SVOLSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: SVOL vs SPY

YTD

SimplifySVOL

+7.7%

SPYSPDR

+13.3%

+7.7%Year to date+13.3%

−11.4%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y12.9%

21.6%Yield1.0%

$511MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: SVOL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SVOL0.78%$78

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

Yields: SVOL, SPY

21.64%highest, SVOL

FundTrailing yieldYield$10k

SVOL21.64%$2,164

SPY0.99%$99

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

Income After Fees on $10,000

$2,086most kept, SVOL

SVOL$2,164 − $78 = $2,086

SPY$99 − $9 = $90

KeptFee

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

Overlap: SVOL, SPY

Today

0.0%most shared, SVOL and SPY

SVOLSPY

SVOL—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

SVOLWorst drop−11.4%14.5% vol

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

Paid More vs Made More

YTD

SVOLSPY

+7.7%Year to date+13.3%

21.6%Yield1.0%

+10.5%Past year+13.4%

0.78%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026