SPQ vs. RSSY

Last updated Apr 1, 2026

Compare and contrast key facts about Simplify US Equity Plus QIS ETF (SPQ) and Return Stacked US Stocks & Futures Yield ETF (RSSY).

SPQ and RSSY 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. RSSY is an actively managed fund by Return Stacked. It was launched on May 28, 2024.

Performance

SPQ vs. RSSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify US Equity Plus QIS ETF (SPQ) and Return Stacked US Stocks & Futures Yield ETF (RSSY). The values are adjusted to include any dividend payments, if applicable.

SPQ vs. RSSY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SPQ Simplify US Equity Plus QIS ETF	0.00%	-4.67%	8.43%
RSSY Return Stacked US Stocks & Futures Yield ETF	15.85%	-3.52%	1.10%

Returns By Period

SPQ

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSSY

• 1D: 0.96%
• 1M: 6.68%
• YTD: 15.85%
• 6M: 12.82%
• 1Y: 27.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPQ vs. RSSY - Expense Ratio Comparison

SPQ has a 1.00% expense ratio, which is lower than RSSY's 1.04% expense ratio.

RSSY

Return Stacked US Stocks & Futures Yield ETF

SPQ

Simplify US Equity Plus QIS ETF

Return for Risk

SPQ vs. RSSY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSSY

RSSY Risk / Return Rank: 71
RSSY Sharpe Ratio Rank: 72
RSSY Sortino Ratio Rank: 71
RSSY Omega Ratio Rank: 74
RSSY Calmar Ratio Rank: 68
RSSY Martin Ratio Rank: 67

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPQ vs. RSSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity Plus QIS ETF (SPQ) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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.

Sharpe Ratios by Period

	SPQ	RSSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.37	—

Correlation

The correlation between SPQ and RSSY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SPQ vs. RSSY - Dividend Comparison

SPQ has not paid dividends to shareholders, while RSSY's dividend yield for the trailing twelve months is around 1.76%.

	TTM	2025	2024	2023
SPQ Simplify US Equity Plus QIS ETF	0.00%	0.31%	17.17%	1.68%
RSSY Return Stacked US Stocks & Futures Yield ETF	1.76%	2.04%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	SPQ	RSSY	Difference
Max Drawdown Largest peak-to-trough decline	—	-29.57%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.91%	—
Current Drawdown Current decline from peak	—	-2.53%	—
Average Drawdown Average peak-to-trough decline	—	-8.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.32%	—

Volatility

Volatility by Period

	SPQ	RSSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.21%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.95%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	21.58%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.93%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.93%	—