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ARB vs. QIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARB vs. QIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AltShares Merger Arbitrage ETF (ARB) and Simplify Multi-Qis Alternative ETF (QIS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ARB achieves a 1.85% return, which is significantly higher than QIS's -31.94% return.


ARB

1D
-0.02%
1M
0.92%
6M
1.92%
YTD
1.85%
1Y
3.38%
3Y*
5.44%
5Y*
4.09%
10Y*
ALL TIME*
4.08%

QIS

1D
2.58%
1M
2.94%
6M
-34.00%
YTD
-31.94%
1Y
-48.32%
3Y*
-24.55%
5Y*
10Y*
ALL TIME*
-24.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$421.91K$575.16K$443.27K
$8.01K$6.87K$26.74K

ARB vs. QIS - Yearly Performance Comparison


2026 (YTD)202520242023
ARB
AltShares Merger Arbitrage ETF
1.85%6.05%4.07%4.82%
QIS
Simplify Multi-Qis Alternative ETF
-31.94%-38.02%0.19%2.08%

Correlation

The correlation between ARB and QIS is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.04

Correlation (3Y)
Balances recent behavior with more history.

0.06

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2023

0.06

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Return for Risk

ARB vs. QIS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ARB
ARB Risk / Return Rank: 5252
Overall Rank
ARB Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
ARB Sortino Ratio Rank: 4141
Sortino Ratio Rank
ARB Omega Ratio Rank: 4343
Omega Ratio Rank
ARB Calmar Ratio Rank: 6363
Calmar Ratio Rank
ARB Martin Ratio Rank: 7373
Martin Ratio Rank

QIS
QIS Risk / Return Rank: 00
Overall Rank
QIS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
QIS Sortino Ratio Rank: 00
Sortino Ratio Rank
QIS Omega Ratio Rank: 11
Omega Ratio Rank
QIS Calmar Ratio Rank: 11
Calmar Ratio Rank
QIS Martin Ratio Rank: 00
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ARB vs. QIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AltShares Merger Arbitrage ETF (ARB) and Simplify Multi-Qis Alternative ETF (QIS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ARBQISDifference
Sharpe ratioReturn per unit of total volatility

+2.25

Sortino ratioReturn per unit of downside risk

+3.49

Omega ratioGain probability vs. loss probability

1.20

0.77

+0.43

Calmar ratioReturn relative to maximum drawdown

2.19

-0.93

+3.12

Martin ratioReturn relative to average drawdown

9.09

-1.62

+10.71

ARB vs. QIS - Sharpe Ratio Comparison

The current ARB Sharpe Ratio is 0.99, which is higher than the QIS Sharpe Ratio of -1.26. The chart below compares the historical Sharpe Ratios of ARB and QIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ARB vs. QIS - Drawdown Comparison

The maximum ARB drawdown since its inception was -5.60%, smaller than the maximum QIS drawdown of -62.82%. Use the drawdown chart below to compare losses from any high point for ARB and QIS.


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Drawdown Indicators


ARBQISDifference

Max Drawdown

Largest peak-to-trough decline

-5.60%

-62.82%

+57.22%

Max Drawdown (1Y)

Largest decline over 1 year

-1.54%

-54.47%

+52.93%

Max Drawdown (3Y)

Largest decline over 3 years

-2.13%

-62.82%

+60.69%

Max Drawdown (5Y)

Largest decline over 5 years

-5.60%

Current Drawdown

Current decline from peak

-0.84%

-60.09%

+59.25%

Average Drawdown

Average peak-to-trough decline

-0.93%

-16.05%

+15.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

31.13%

-30.76%

Volatility

ARB vs. QIS - Volatility Comparison

The current volatility for AltShares Merger Arbitrage ETF (ARB) is 1.75%, while Simplify Multi-Qis Alternative ETF (QIS) has a volatility of 14.48%. This indicates that ARB experiences smaller price fluctuations and is considered to be less risky than QIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARBQISDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.75%

14.48%

-12.73%

Volatility (6M)

Calculated over the trailing 6-month period

3.04%

32.96%

-29.92%

Volatility (1Y)

Calculated over the trailing 1-year period

3.42%

40.15%

-36.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.48%

30.10%

-25.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.42%

30.10%

-25.68%

ARB vs. QIS - Expense Ratio Comparison

ARB has a 0.87% expense ratio, which is lower than QIS's 1.00% expense ratio.


Dividends

ARB vs. QIS - Dividend Comparison

ARB's dividend yield for the trailing twelve months is around 0.42%, less than QIS's 2.00% yield.


PositionTTM202520242023202220212020
ARB
AltShares Merger Arbitrage ETF
0.42%0.43%1.12%0.00%4.18%0.00%2.87%
QIS
Simplify Multi-Qis Alternative ETF
2.00%3.37%1.07%3.29%0.00%0.00%0.00%

Frequently Asked Questions


ARB and QIS have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QIS has higher volatility (14.48%) compared to ARB (1.75%). In terms of maximum drawdown, ARB dropped -5.60% vs QIS's -62.82%.

On 3-year performance, ARB leads with 5.44% vs -24.55% for QIS. On fees, ARB is cheaper at 0.87% per year. On volatility, ARB has been the lower-risk option at 1.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, ARB has performed better with a 5.44% return vs -24.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ARB is cheaper with a 0.87% expense ratio, compared with 1.00% for QIS.

QIS has the higher dividend yield at 2.00%, compared with 0.42% for ARB.

ARB is categorized as Event Driven, while QIS is Multistrategy. They also come from different issuers: Water Island and Simplify. Their fees differ too: 0.87% for ARB and 1.00% for QIS.

ARB currently has the higher Sharpe Ratio (0.99 vs -1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ARB and QIS

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