Simplify Equity Competition

SPUC ETF

USD 48.98 0.54 1.11%

Simplify Equity PLUS is commonly compared alongside Simplify Equity, Simplify Equity, AIM ETF, Morgan Stanley, and Invesco SAMPP and other market participants for analytical purposes. Asset turnover for Simplify Equity compared to competitors shows how effectively each firm uses its balance sheet.

Correlation: Simplify Equity vs AIM ETF Summary

Minimal diversification benefit

Across the chosen horizon, Simplify Equity and AIM ETF show a correlation of 0.94 and fall into the Minimal diversification benefit bucket. This chart measures the degree of risk overlap between Simplify Equity and AIM ETF.

Moving together with Simplify Equity ETF

0.94	VTI	Vanguard Total Stock	Pair Corr
0.94	SPY	SPDR SAMPP 500	Pair Corr
0.94	IVV	iShares Core SAMPP	Pair Corr
0.87	VIG	Vanguard Dividend	Pair Corr
0.94	VV	Vanguard Large Cap	Pair Corr

Specify up to 10 symbols:

While mean reversion in Simplify Equity is a statistically observable tendency, it operates on uncertain timelines. Mean reversion signals in Simplify Equity's arise when prices disconnect from earnings, book value, or historical multiples. Mean reversion in Simplify Equity is more reliable over longer time horizons than shorter ones. In highly covered equities like Simplify Equity, the mean reversion window tends to be shorter.

Sentiment

Range

Low	Sentiment	High
48.02	49.01	50.00

Details

Intrinsic

Valuation

Low	Intrinsic	High
43.15	44.14	53.88

Details

Naive

Forecast

Low	Next	High
46.95	47.94	48.93

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
44.81	47.14	49.47

Details

This analysis measures Simplify Equity's competitive standing across key financial and valuation dimensions. Relative margins, returns, and growth rates indicate whether Simplify Equity's valuation reflects competitive positioning. Relative performance on margins and returns indicates whether the current valuation premium or discount is justified. Competitive standing on returns, margins, and growth relative to peers frames Simplify Equity's current market pricing.

Simplify Equity Competition Correlation Matrix

Correlation analysis between Simplify Equity PLUS and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. When interpreted alongside fundamentals, correlation analysis separates broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.78	0.5	0.64	-0.44	0.59	0.13	0.56	-0.1	-0.87	META
MSFT	0.78		0.65	0.31	-0.61	0.31	0.2	0.52	-0.53	-0.74	MSFT
UBER	0.5	0.65		0.02	-0.49	0.06	0.31	0.25	-0.41	-0.45	UBER
F	0.64	0.31	0.02		0.04	0.85	0.13	0.46	0.36	-0.68	F
T	-0.44	-0.61	-0.49	0.04		-0.06	0.35	-0.64	0.41	0.49	T
A	0.59	0.31	0.06	0.85	-0.06		0.12	0.6	0.27	-0.65	A
CRM	0.13	0.2	0.31	0.13	0.35	0.12		-0.4	-0.13	-0.1	CRM
JPM	0.56	0.52	0.25	0.46	-0.64	0.6	-0.4		-0.07	-0.6	JPM
MRK	-0.1	-0.53	-0.41	0.36	0.41	0.27	-0.13	-0.07		0.08	MRK
XOM	-0.87	-0.74	-0.45	-0.68	0.49	-0.65	-0.1	-0.6	0.08		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

A	+ 0.85	F
MSFT	+ 0.78	META
UBER	+ 0.65	MSFT
F	+ 0.64	META
JPM	+ 0.6	A
A	+ 0.59	META

High negative correlations

XOM	- 0.87	META
XOM	- 0.74	MSFT
XOM	- 0.68	F
XOM	- 0.65	A
JPM	- 0.64	T
T	- 0.61	MSFT

Simplify Equity Constituents Risk-Adjusted Indicators

Simplify Equity ETF can look attractive on recent price action while risk efficiency lags the peer group. Without risk-adjusted context, short-term returns may appear stronger than the volatility required to achieve them would suggest. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.73	-0.16	0.00	-0.13	0.00	0.00	2.61	-3.83	15.22
MSFT	1.35	0.04	0.02	0.06	1.74	-1.49	3.11	-3.21	8.57
UBER	1.72	-0.01	-0.01	-0.01	2.20	-1.67	3.61	-3.46	8.83
F	1.53	-0.16	0.00	-0.12	0.00	0.00	4.11	-3.20	9.26
T	1.17	-0.07	0.00	0.25	0.00	0.00	2.34	-2.60	7.75
A	1.41	-0.16	0.00	-0.16	0.00	0.00	2.67	-3.11	8.08
CRM	2.07	-0.05	0.00	-0.56	0.00	0.00	4.07	-4.37	13.46
JPM	1.12	-0.04	0.00	-0.03	0.00	0.00	2.16	-2.63	8.16
MRK	1.18	0.02	0.01	-0.14	1.57	-1.21	2.73	-2.58	7.67
XOM	1.42	0.05	0.02	-0.07	2.04	-1.36	2.68	-3.65	8.59

Simplify Equity Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	SPUC	SPD	SPYC	FEBW	PHEQ	RSPR	AMID
	1.11 48.98 Simplify Equity	1.50 40.73 Simplify Equity	0.56 44.38 Simplify Equity	0.03 35.14 AIM ETF	0.03 33.98 Morgan Stanley	1.62 36.33 Invesco SAMPP	1.66 34.95 Argent Mid
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Contained	Contained	Contained	Moderate	Moderate	Moderate	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Above Model Estimate	Aligned With Model	Aligned With Model	Aligned With Model	Below Model Estimate	Above Model Estimate	Aligned With Model
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Cautious Hold	Buy	Strong Hold	Strong Buy	Sell	Strong Hold
Equity Positions Weight	98.43 %	99.70 %	99.58 %	N/A	N/A	N/A	98.80 %
Three Year Return	24.80 %	18.10 %	19.60 %	11.40 %	N/A	8.60 %	14.10 %
Net Asset	11.34 M	454.15 M	44.57 M	N/A	N/A	N/A	22.24 M
Five Year Return	13.10 %	8.00 %	9.40 %	N/A	N/A	3.70 %	N/A
Trailing Beta	1.38	0.93	1.14	0.41	N/A	1.01	1.15
One Year Return	41.20 %	18.00 %	21.50 %	15.50 %	20.10 %	6.70 %	9.30 %
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	N/A	0.41
Ten Year Return	N/A	N/A	N/A	N/A	N/A	6.20 %	N/A
Day Typical Price	48.85	40.64	44.45	35.16	34.02	36.28	35.08
Accumulation Distribution	0.0078	0.0069	1494.56	33.4	36.99	0.0137	318.04
Market Facilitation Index	0.38	0.28	0.0	0.0	0.0	0.5	0.0
Daily Balance Of Power	1.421053	2.142857	-0.62	-0.10	-0.08	1.16	-1.23
Period Momentum Indicator	0.54	0.6	-0.25	-0.01	-0.01	0.58	-0.59
Rate Of Daily Change	1.01	1.01	0.99	1.0	1.0	1.02	0.98
Day Median Price	48.79	40.59	44.49	35.17	34.04	36.25	35.15
Price Action Indicator	0.46	0.44	-0.23	-0.04	-0.07	0.37	-0.49
Relative Strength Index	64.5	66.61	64.27	64.41	65.38	61.33	53.1
Coefficient Of Variation	1696.12	1759.82	1390.9	1046.4	751.82	826.06	3654.82
Mean Deviation	0.8306	0.6437	0.7287	0.3391	0.3975	0.7468	0.9345
Jensen Alpha	0.0524	0.037	0.0527	0.0298	0.0544	0.1092	0.0174
Total Risk Alpha	0.0459	0.032	0.0521	0.0295	0.054	0.1031	0.0167
Sortino Ratio	0.0457	0.0416	0.0654	0.0623	0.1102	0.1053	0.015
Downside Variance	1.03	0.5624	0.63	0.1819	0.2174	0.9602	1.46
Standard Deviation	1.05	0.8223	0.9378	0.4399	0.5028	0.9802	1.23
Kurtosis	0.3024	0.477	0.692	0.8796	0.2115	0.8637	0.7582
Potential Upside	1.26	1.5	1.8	0.5997	0.7571	1.75	2.26
Treynor Ratio	-0.49	-0.66	0.0666	0.078	0.1255	-1.05	0.0208
Maximum Drawdown	4.59	3.89	4.12	1.63	1.93	4.91	5.51
Variance	1.1	0.6761	0.8794	0.1935	0.2528	0.9608	1.51
Market Risk Adjusted Performance	-0.48	-0.65	0.0766	0.088	0.1355	-1.04	0.0308
Risk Adjusted Performance	0.0578	0.0532	0.0692	0.0804	0.1193	0.1171	0.0286
Skewness	0.2502	0.4744	0.6371	0.2407	0.1821	-0.30	0.5194
Semi Deviation	0.9484	0.6929	0.7243	0.3414	0.3416	0.8041	1.15
Information Ratio	0.0442	0.038	0.0554	0.0603	0.1022	0.1052	0.0148
Value At Risk	-1.64	-1.11	-1.35	-0.76	-0.84	-1.25	-1.89
Expected Short fall	-0.87	-0.69	-0.87	-0.37	-0.46	-0.84	-0.94
Downside Deviation	1.01	0.7499	0.7937	0.4264	0.4662	0.9799	1.21
Semi Variance	0.8994	0.4802	0.5247	0.1166	0.1167	0.6466	1.33

Simplify Equity Competition Peer Performance Charts

How to Analyze Simplify Equity Against Peers

Simplify Equity's peer analysis compares Simplify Equity with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Simplify Equity trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Simplify Equity leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Simplify Equity generates higher gross margins than most of its direct competitors, which points to pricing power or a leaner cost base. Sector and peer comparisons can improve selection when multiple related names appear investable.

Simplify Equity PLUS data is compiled from fund disclosures and market reference feeds and standardized for comparability.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors