RULEvsSPDETF Comparison
VS
Adaptive Core ETF (RULE) belongs to the Multi-Asset: Other segment. Simplify US Equity PLUS Downside Convexity ETF (SPD) is part of the Options Strategies segment. RULE's top 3 sector exposures are Technology, Finance and Industrials. In contrast, SPD's top sector exposures are Technology, Finance and Healthcare. RULE is more expensive with a Total Expense Ratio (TER) of 1.84%, versus 0.53% for SPD. RULE is up 28.44% year-to-date (YTD) with +$2M in YTD flows. SPD performs worse with 7.43% YTD performance, and -$21M in YTD flows. Run a side-by-side ETF comparison of RULE and SPD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
RULE vs SPD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RULE SPD | -0.65%-0.12% | -8.62%-0.05% | +28.44%+7.43% | +32.55%+11.59% | +51.70%+57.15% | n/a+40.91% |
| Flows | RULE SPD | +$790K-$4M | +$2M-$5M | +$2M-$21M | +$497K-$50K | -$42M-$38M | --$113M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RULE SPD | +39.48%+15.56% | +27.88%+13.49% | +20.31%+17.18% | n/a+16.33% |
| Max drawdown | RULE SPD | -19.61%-4.23% | -19.61%-11.92% | -20.37%-14.87% | n/a-26.93% |
| Max drawdown duration | RULE SPD | 71d62d | 71d185d | 397d98d | n/a897d |
Trading data
RULE | SPD | |
Last sale 9/3/2026 at 1:30 PM | $29.87 | $42.71 |
| Previous close 09/02/2026 | $29.60 | $42.19 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/3/2026 at 1:30 PM
Live
Closed
RULE | SPD | |
|---|---|---|
| Last price | $29.87 | $42.71 |
| 1D performance | +0.94% | +1.23% |
| AuM | $16.91 M | $102.72 M |
| E/R | 1.84% | 0.53% |
Characteristics
RULE | SPD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Mohr Funds | Simplify |
| Benchmark | - | - |
| N° of holdings | 1004 | 499 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2021 | September 3, 2020 |
| ESG | No | No |
Advertisement
Exposure
Countries
RULE
USA
87.89%
Other
12.11%
SPD
USA
96.13%
Other
3.87%
Sectors
RULE
Technology
51.85%
Finance
14.6%
Industrials
8.39%
Other
25.16%
SPD
Technology
43.02%
Finance
13.47%
Healthcare
8.64%
Consumer Non-Cycl.
8.59%
Industrials
7.29%
Other
18.98%
Advertisement
Diversification
RULE
Total weight of top 15 holdings out of 15
51.61%
SPD
Total weight of top 15 holdings out of 15
43.12%
Top 15 holdings
Data as of July 31, 2026
RULE
Seagate Technology Holdings Plc
6.27%
Micron Technology, Inc.
4.95%
Lam Research Corp.
3.73%
Advanced Micro Devices, Inc.
3.72%
Alphabet, Inc.
3.61%
US19423L3915
3.45%
Dell Technologies, Inc.
3.38%
Cummins, Inc.
3.19%
NVIDIA Corp.
3.14%
Palo Alto Networks, Inc.
3.07%
Viatris, Inc.
2.94%
Apple, Inc.
2.72%
Caterpillar, Inc.
2.63%
Freeport-McMoRan, Inc.
2.44%
The Goldman Sachs Group, Inc.
2.35%
SPD
Apple, Inc.
7.35%
NVIDIA Corp.
7.09%
Microsoft Corp.
5.03%
Amazon.com, Inc.
3.46%
Alphabet, Inc.
2.94%
Broadcom Inc.
2.76%
Alphabet, Inc.
2.37%
USA, Bills 0% 1sep2026, USD (119D)
2.20%
Meta Platforms, Inc.
1.78%
Micron Technology, Inc.
1.48%
JPMorgan Chase & Co.
1.41%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.37%
Tesla, Inc.
1.31%
Advanced Micro Devices, Inc.
1.19%
Frequently asked questions about RULE and SPD
How have the RULE and SPD ETFs performed in 2026?
As of September 1, 2026, RULE is up 28.44% year-to-date (YTD), while SPD has returned 7.43%. That puts RULE better performer ahead so far this year.
Which ETF is attracting more investor money: RULE or SPD?
Year-to-date, the RULE ETF saw +$2M in flows, compared to -$21M for SPD.
Which ETF is more volatile: RULE or SPD?
Over the past year, RULE had a volatility of 27.88%, while SPD experienced 13.49%.
Which ETF is bigger: RULE or SPD?
As of September 1, 2026, RULE holds $16.91 M in assets under management (AUM), while SPD manages $102.72 M.
What sectors do the RULE and SPD ETFs invest in?
RULE leans toward sectors like Technology, Finance and Industrials. Meanwhile, SPD focuses on Technology, Finance and Healthcare.
What are the top holdings of the RULE ETF and SPD ETF?
RULE top holdings include Seagate Technology Holdings Plc, Micron Technology, Inc. and Lam Research Corp.. SPD holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: RULE or SPD?
RULE holds 1221 securities with 51.61% of its assets in the top 15. SPD has 507 securities and a top 15 weight of 43.12%.
Advertisement
Latest news about RULE & SPD
Advertisement
