SPYCvsSHDGETF Comparison
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Simplify US Equity PLUS Convexity ETF (SPYC) and Soundwatch Hedged Equity ETF (SHDG) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. SPYC is less expensive with a Total Expense Ratio (TER) of 0.53%, versus 1.01% for SHDG. SPYC is up 8.6% year-to-date (YTD) with +$11M in YTD flows. SHDG performs worse with 0.98% YTD performance, and -$7M in YTD flows. Run a side-by-side ETF comparison of SPYC and SHDG 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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SPYC vs SHDG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPYC SHDG | +1.63%-0.21% | +3.76%+1.33% | +8.60%+0.98% | +14.39%+7.53% | +61.65%+35.49% | +54.38%n/a |
| Flows | SPYC SHDG | +$1M-$2M | +$8M-$6M | +$11M-$7M | +$14M-$10M | +$7M+$8M | -$6M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPYC SHDG | +16.61%+5.38% | +15.55%+7.67% | +20.52%+10.48% | +19.76%n/a |
| Max drawdown | SPYC SHDG | -5.03%-2.49% | -13.44%-6.58% | -22.68%-15.48% | -28.25%n/a |
| Max drawdown duration | SPYC SHDG | 62d15d | 185d150d | 162d153d | 794dn/a |
Trading data
SPYC | SHDG | |
Last sale 8/4/2026 at 4:19 PM | $47.71 | $33.27 |
| Previous close 08/03/2026 | $46.25 | $33.11 |
| Consolidated volume 08/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/4/2026 at 4:19 PM
Live
Closed
SPYC | SHDG | |
|---|---|---|
| Last price | $47.71 | $33.27 |
| 1D performance | +3.14% | +0.50% |
| AuM | $114.28 M | $160.45 M |
| E/R | 0.53% | 1.01% |
Characteristics
SPYC | SHDG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | Soundwatch Capital |
| Benchmark | - | - |
| N° of holdings | 497 | 497 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2020 | October 24, 2022 |
| ESG | No | No |
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Exposure
Countries
SPYC
USA
91.49%
Other
8.51%
SHDG
USA
100.28%
Other
-0.28%
Sectors
SPYC
Technology
42.94%
Finance
12.33%
Consumer Non-Cycl.
8.23%
Healthcare
8.13%
Industrials
7.45%
Other
20.91%
SHDG
Technology
47.06%
Finance
13.52%
Consumer Non-Cycl.
9.02%
Healthcare
8.91%
Industrials
8.17%
Other
13.31%
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Diversification
SPYC
Total weight of top 15 holdings out of 15
42.74%
SHDG
Total weight of top 15 holdings out of 15
44.32%
Top 15 holdings
Data as of June 30, 2026
SPYC
NVIDIA Corp.
7.04%
Apple, Inc.
6.18%
Microsoft Corp.
4.03%
Amazon.com, Inc.
3.39%
US912797UW50
3.26%
Alphabet, Inc.
3.05%
Broadcom Inc.
2.60%
Alphabet, Inc.
2.43%
Micron Technology, Inc.
1.89%
Meta Platforms, Inc.
1.80%
Tesla, Inc.
1.72%
Eli Lilly & Co.
1.38%
Advanced Micro Devices, Inc.
1.38%
Berkshire Hathaway, Inc.
1.33%
JPMorgan Chase & Co.
1.27%
SHDG
NVIDIA Corp.
7.72%
Apple, Inc.
6.77%
Microsoft Corp.
4.41%
Amazon.com, Inc.
3.72%
Alphabet, Inc.
3.34%
Broadcom Inc.
2.85%
Alphabet, Inc.
2.66%
Micron Technology, Inc.
2.07%
Meta Platforms, Inc.
1.97%
Tesla, Inc.
1.89%
Eli Lilly & Co.
1.51%
Advanced Micro Devices, Inc.
1.51%
Berkshire Hathaway, Inc.
1.46%
JPMorgan Chase & Co.
1.40%
Intel Corp.
1.05%
Frequently asked questions about SPYC and SHDG
How have the SPYC and SHDG ETFs performed in 2026?
As of August 3, 2026, SPYC is up 8.6% year-to-date (YTD), while SHDG has returned 0.98%. That puts SPYC better performer ahead so far this year.
Which ETF is attracting more investor money: SPYC or SHDG?
Year-to-date, the SPYC ETF saw +$11M in flows, compared to -$7M for SHDG.
Which ETF is more volatile: SPYC or SHDG?
Over the past year, SPYC had a volatility of 15.55%, while SHDG experienced 7.67%.
Which ETF is bigger: SPYC or SHDG?
As of August 3, 2026, SPYC holds $114.28 M in assets under management (AUM), while SHDG manages $160.45 M.
What sectors do the SPYC and SHDG ETFs invest in?
SPYC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SHDG focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the SPYC ETF and SHDG ETF?
SPYC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SHDG holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SPYC or SHDG?
SPYC holds 507 securities with 42.74% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 44.32%.
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