SPQ vs. AVIE
Compare and contrast key facts about Simplify US Equity Plus QIS ETF (SPQ) and Avantis Inflation Focused Equity ETF (AVIE).
SPQ and AVIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPQ is an actively managed fund by Simplify. It was launched on Nov 13, 2023. AVIE is an actively managed fund by Avantis. It was launched on Sep 27, 2022.
Performance
SPQ vs. AVIE - Performance Comparison
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SPQ vs. AVIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SPQ Simplify US Equity Plus QIS ETF | 0.00% | -4.67% | 20.38% | 5.51% |
AVIE Avantis Inflation Focused Equity ETF | 11.28% | 11.37% | 6.17% | 2.86% |
Returns By Period
SPQ
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVIE
- 1D
- 0.70%
- 1M
- -2.00%
- YTD
- 11.28%
- 6M
- 16.70%
- 1Y
- 15.15%
- 3Y*
- 12.31%
- 5Y*
- —
- 10Y*
- —
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SPQ vs. AVIE - Expense Ratio Comparison
SPQ has a 1.00% expense ratio, which is higher than AVIE's 0.25% expense ratio.
Return for Risk
SPQ vs. AVIE — Risk / Return Rank
SPQ
AVIE
SPQ vs. AVIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity Plus QIS ETF (SPQ) and Avantis Inflation Focused Equity ETF (AVIE). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SPQ | AVIE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.04 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 1.06 | — |
Correlation
The correlation between SPQ and AVIE is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SPQ vs. AVIE - Dividend Comparison
SPQ has not paid dividends to shareholders, while AVIE's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SPQ Simplify US Equity Plus QIS ETF | 0.00% | 0.31% | 17.17% | 1.68% | 0.00% |
AVIE Avantis Inflation Focused Equity ETF | 1.47% | 1.75% | 1.89% | 3.72% | 0.39% |
Drawdowns
SPQ vs. AVIE - Drawdown Comparison
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Drawdown Indicators
| SPQ | AVIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -12.39% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.53% | — |
Current DrawdownCurrent decline from peak | — | -2.09% | — |
Average DrawdownAverage peak-to-trough decline | — | -3.10% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.02% | — |
Volatility
SPQ vs. AVIE - Volatility Comparison
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Volatility by Period
| SPQ | AVIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.36% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 14.66% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 13.10% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 13.10% | — |