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SVOL vs. VIXM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SVOL vs. VIXM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Volatility Premium ETF (SVOL) and ProShares VIX Mid-Term Futures ETF (VIXM). The values are adjusted to include any dividend payments, if applicable.

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SVOL vs. VIXM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SVOL
Simplify Volatility Premium ETF
-7.92%2.41%6.77%22.88%-3.30%12.25%
VIXM
ProShares VIX Mid-Term Futures ETF
12.31%5.60%-13.67%-44.83%-0.69%-12.41%

Returns By Period

In the year-to-date period, SVOL achieves a -7.92% return, which is significantly lower than VIXM's 12.31% return.


SVOL

1D
1.52%
1M
-6.10%
YTD
-7.92%
6M
-5.42%
1Y
3.66%
3Y*
6.05%
5Y*
10Y*

VIXM

1D
-2.72%
1M
9.31%
YTD
12.31%
6M
8.41%
1Y
8.20%
3Y*
-13.85%
5Y*
-12.86%
10Y*
-10.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SVOL vs. VIXM - Expense Ratio Comparison

SVOL has a 0.50% expense ratio, which is lower than VIXM's 0.85% expense ratio.


Return for Risk

SVOL vs. VIXM — Risk / Return Rank

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

SVOL
SVOL Risk / Return Rank: 1717
Overall Rank
SVOL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
SVOL Sortino Ratio Rank: 1919
Sortino Ratio Rank
SVOL Omega Ratio Rank: 2020
Omega Ratio Rank
SVOL Calmar Ratio Rank: 1616
Calmar Ratio Rank
SVOL Martin Ratio Rank: 1717
Martin Ratio Rank

VIXM
VIXM Risk / Return Rank: 2121
Overall Rank
VIXM Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VIXM Sortino Ratio Rank: 2424
Sortino Ratio Rank
VIXM Omega Ratio Rank: 2424
Omega Ratio Rank
VIXM Calmar Ratio Rank: 2121
Calmar Ratio Rank
VIXM Martin Ratio Rank: 1616
Martin Ratio Rank
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.

SVOL vs. VIXM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Volatility Premium ETF (SVOL) and ProShares VIX Mid-Term Futures ETF (VIXM). 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.


SVOLVIXMDifference

Sharpe ratio

Return per unit of total volatility

0.09

0.28

-0.18

Sortino ratio

Return per unit of downside risk

0.45

0.64

-0.19

Omega ratio

Gain probability vs. loss probability

1.06

1.09

-0.02

Calmar ratio

Return relative to maximum drawdown

0.17

0.37

-0.20

Martin ratio

Return relative to average drawdown

0.57

0.54

+0.03

SVOL vs. VIXM - Sharpe Ratio Comparison

The current SVOL Sharpe Ratio is 0.09, which is lower than the VIXM Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of SVOL and VIXM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SVOLVIXMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.09

0.28

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

-0.53

+0.82

Correlation

The correlation between SVOL and VIXM is -0.77. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

SVOL vs. VIXM - Dividend Comparison

SVOL's dividend yield for the trailing twelve months is around 23.14%, while VIXM has not paid dividends to shareholders.


TTM20252024202320222021
SVOL
Simplify Volatility Premium ETF
23.14%19.82%16.79%16.36%18.32%4.65%
VIXM
ProShares VIX Mid-Term Futures ETF
0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SVOL vs. VIXM - Drawdown Comparison

The maximum SVOL drawdown since its inception was -33.50%, smaller than the maximum VIXM drawdown of -96.23%. Use the drawdown chart below to compare losses from any high point for SVOL and VIXM.


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Drawdown Indicators


SVOLVIXMDifference

Max Drawdown

Largest peak-to-trough decline

-33.50%

-96.23%

+62.73%

Max Drawdown (1Y)

Largest decline over 1 year

-24.73%

-23.73%

-1.00%

Max Drawdown (5Y)

Largest decline over 5 years

-63.40%

Max Drawdown (10Y)

Largest decline over 10 years

-75.72%

Current Drawdown

Current decline from peak

-10.30%

-95.29%

+84.99%

Average Drawdown

Average peak-to-trough decline

-4.74%

-81.36%

+76.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.46%

16.12%

-8.66%

Volatility

SVOL vs. VIXM - Volatility Comparison

The current volatility for Simplify Volatility Premium ETF (SVOL) is 4.34%, while ProShares VIX Mid-Term Futures ETF (VIXM) has a volatility of 9.86%. This indicates that SVOL experiences smaller price fluctuations and is considered to be less risky than VIXM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SVOLVIXMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

9.86%

-5.52%

Volatility (6M)

Calculated over the trailing 6-month period

13.82%

15.23%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

38.84%

29.79%

+9.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.28%

31.22%

-8.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.28%

33.06%

-10.78%