Simplify US Equity PLUS Downside Convexity ETF (SPD) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SPD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPD
SPD charges 0.53% annually. There are 145 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 0.03% | 2.20T | May 2001 | SPD vs VTI | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | SPD vs SPTM | |
| Franklin U.S. Equity Index ETF | 0.03% | 1.95B | Jun 2016 | SPD vs USPX | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | SPD vs SCHX | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | SPD vs SCHB |
Best Risk-Adjusted Alternatives to SPD
SPD has a PortfoliosLab risk / return rank of 27. There are 176 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | SPD vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 860.84M | Sep 2018 | SPD vs IUS | |
| Blackrock Large Cap Core ETF | 87 | 6.04B | Oct 2023 | SPD vs BLCR | |
| Mohr Company Nav ETF | 87 | — | Sep 2024 | SPD vs CNAV | |
| Pacer Swan SOS Conservative (December) ETF | 85 | 47.28M | Dec 2020 | SPD vs PSCX |
Top Performing SPD Alternatives (YTD)
SPD is at 6.70% YTD. There are 171 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.92% | 20.80M | Nov 2023 | SPD vs NRSH | |
| Mohr Company Nav ETF | 47.26% | — | Sep 2024 | SPD vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.45% | — | May 2024 | SPD vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.04% | 194.17M | Jun 2025 | SPD vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | SPD vs MTUM |
Lowest Volatility Alternatives to SPD
SPD has 13.22% 1-year volatility. There are 166 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | SPD vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.99% | — | Jun 2025 | SPD vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.25% | 78.22M | Jun 2019 | SPD vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.73% | 354.49M | May 2020 | SPD vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | SPD vs DJUN |
Lowest Drawdown Alternatives to SPD
SPD has a 1-year max drawdown of -11.90%. There are 173 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 78.22M | Jun 2019 | SPD vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | SPD vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | SPD vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | SPD vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | SPD vs DFND |
Other ETFs from Simplify
The 10 most viewed Simplify ETFs shown here include SVOL, CTA, HEQT and span 12 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Simplify Volatility Premium ETF | Volatility | 18 | -0.40% | 563.43M | May 2021 | SPD vs SVOL | |
| Simplify Managed Futures Strategy ETF | Systematic Trend | 24 | 12.30% | 1.55B | Mar 2022 | SPD vs CTA | |
| Simplify Hedged Equity ETF | Options Trading | 70 | 4.95% | 323.34M | Nov 2021 | SPD vs HEQT | |
| Simplify Bitcoin Strategy PLUS Income ETF | Cryptocurrency | 1 | -33.46% | 29.47M | Sep 2022 | SPD vs MAXI | |
| Simplify Interest Rate Hedge ETF | Hedge Fund | 4 | -2.55% | 231.13M | May 2021 | SPD vs PFIX | |
| Simplify High Yield PLUS Credit Hedge ETF | High Yield Bonds | 5 | -2.44% | 406.85M | Feb 2022 | SPD vs CDX | |
| Simplify Treasury Option Income ETF | Government Bonds, Ultrashort Bond, Derivative Income | 87 | 1.90% | 438.06M | Oct 2022 | SPD vs BUCK | |
| Simplify Enhanced Income ETF | Derivative Income, Dividend | 5 | -0.38% | 75.42M | Oct 2022 | SPD vs HIGH | |
| Simplify Aggregate Bond ETF | Intermediate Core Bond | 44 | 0.48% | 493.82M | Feb 2022 | SPD vs AGGH | |
| Simplify MBS ETF | Mortgage Backed Securities | 45 | -0.23% | 1.57B | Nov 2023 | SPD vs MTBA |
Often Compared With SPD
Investors most often compare SPD with SPY, XBI, SPUC. These 18 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SPD with Any Fund or Stock
Compare SPD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPD with funds that move differently
Simplify US Equity PLUS Downside Convexity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPD.
Explore SPD Diversifiers