SPUCvsSPYMETF Comparison
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Simplify US Equity PLUS Upside Convexity ETF (SPUC) belongs to the Options Strategies segment. State Street SPDR Portfolio S&P 500 ETF (SPYM) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. SPUC is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.02% for SPYM. SPUC is up 3.43% year-to-date (YTD) with +$3M in YTD flows. SPYM performs better with 6.01% YTD performance, and +$33.37B in YTD flows. Run a side-by-side ETF comparison of SPUC and SPYM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SPUC vs SPYM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPUC SPYM | +11.69%+10.02% | +0.80%+3.93% | +3.43%+6.01% | +39.38%+30.58% | +87.07%+80.64% | +79.09%+85.17% |
| Flows | SPUC SPYM | +$3M+$7.23B | +$3M+$25.36B | +$3M+$33.37B | -$19M+$52.73B | +$88M+$90.18B | +$88M+$97.42B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPUC SPYM | +16.43%+15.32% | +18.30%+12.48% | +21.36%+14.90% | +21.99%+16.94% |
| Max drawdown | SPUC SPYM | -9.94%-8.88% | -10.91%-8.89% | -27.97%-18.74% | -29.26%-24.50% |
| Max drawdown duration | SPUC SPYM | 73d70d | 176d76d | 210d126d | 766d708d |
Trading data
SPUC | SPYM | |
Last sale 5/1/2026 at 1:30 PM | $48.13 | |
| Previous close 04/29/2026 | $47.99 | |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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SPUC
is actively managed and doesn’t replicate an indexSPUC | SPYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
SPUC | SPYM | |
|---|---|---|
| Last price | $48.13 | – |
| 1D performance | +0.30% | – |
| AuM | $110.45 M | $138.16 B |
| E/R | 0.53% | 0.02% |
Characteristics
SPUC | SPYM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Simplify | State Street Investment Management |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 478 | 478 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2020 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
SPUC
USA
94.01%
Other
5.99%
SPYM
USA
96.87%
Other
3.13%
Sectors
SPUC
Information Techn.
32.86%
Financials
10.06%
Communication Ser.
9.91%
Consumer Discreti.
9.7%
Health Care
9.03%
Industrials
8.06%
Other
20.38%
SPYM
Information Techn.
33.91%
Financials
10.38%
Communication Ser.
10.22%
Consumer Discreti.
10.01%
Health Care
9.32%
Industrials
8.32%
Other
17.84%
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Diversification
SPUC
Total weight of top 15 holdings out of 15
41.16%
SPYM
Total weight of top 15 holdings out of 15
42.47%
Top 15 holdings
Data as of March 31, 2026
SPUC
NVIDIA
7.34%
APPLE
6.45%
MICROSOFT-T
4.76%
AMAZON.COM INC
3.52%
ALPHABET INC-CL
2.90%
BROADCOM LIMITED
2.54%
ALPHABET INC-CL
2.32%
META PLATFORMS
2.17%
TESLA
1.81%
BERKSHIRE HATHWAY
1.52%
JPMORGAN CHASE
1.37%
LILLY
1.26%
EXXON
1.23%
JOHNSON&JOHNSON
1.02%
WALMART INC
0.94%
SPYM
NVIDIA
7.57%
APPLE
6.66%
MICROSOFT-T
4.91%
AMAZON.COM INC
3.64%
ALPHABET INC-CL
2.99%
BROADCOM LIMITED
2.62%
ALPHABET INC-CL
2.40%
META PLATFORMS
2.24%
TESLA
1.87%
BERKSHIRE HATHWAY
1.57%
JPMORGAN CHASE
1.42%
LILLY
1.30%
EXXON
1.27%
JOHNSON&JOHNSON
1.05%
WALMART INC
0.97%
Frequently asked questions about SPUC and SPYM
How have the SPUC and SPYM ETFs performed in 2026?
As of April 29, 2026, SPUC is up 3.43% year-to-date (YTD), while SPYM has returned 6.01%. That puts SPYM better performer ahead so far this year.
Which ETF is attracting more investor money: SPUC or SPYM?
Year-to-date, the SPUC ETF saw +$3M in flows, compared to +$33.37B for SPYM.
Which ETF is more volatile: SPUC or SPYM?
Over the past year, SPUC had a volatility of 18.3%, while SPYM experienced 12.48%.
Which ETF is bigger: SPUC or SPYM?
As of April 29, 2026, SPUC holds $110.45 M in assets under management (AUM), while SPYM manages $138.16 B.
What sectors do the SPUC and SPYM ETFs invest in?
SPUC leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SPYM focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the SPUC ETF and SPYM ETF?
SPUC top holdings include NVIDIA, APPLE and MICROSOFT-T. SPYM holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SPUC or SPYM?
SPUC holds 504 securities with 41.16% of its assets in the top 15. SPYM has 503 securities and a top 15 weight of 42.47%.
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