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SVOL vs. VIXY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SVOL vs. VIXY - Performance Comparison

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

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Returns By Period

In the year-to-date period, SVOL achieves a -0.40% return, which is significantly higher than VIXY's -8.27% return.


SVOL

1D
-0.12%
1M
2.98%
YTD
-0.40%
6M
1.29%
1Y
10.62%
3Y*
6.58%
5Y*
6.70%
10Y*

VIXY

1D
0.26%
1M
-15.15%
YTD
-8.27%
6M
-22.71%
1Y
-53.80%
3Y*
-42.73%
5Y*
-46.70%
10Y*
-47.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SVOL vs. VIXY - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SVOL
Simplify Volatility Premium ETF
-0.40%2.41%6.77%22.88%-3.30%12.25%
VIXY
ProShares VIX Short-Term Futures ETF
-8.27%-43.05%-27.43%-72.74%-24.98%-57.67%

Correlation

The correlation between SVOL and VIXY is -0.73, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.73

Correlation (3Y)
Calculated over the trailing 3-year period

-0.79

Correlation (5Y)
Calculated over the trailing 5-year period

-0.83

Correlation (All Time)
Calculated using the full available price history since May 14, 2021

-0.83

The correlation between SVOL and VIXY shifts across timeframes, from -0.83 (all time) to -0.73 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SVOL vs. VIXY — Risk / Return Rank

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

SVOL
SVOL Risk / Return Rank: 1818
Overall Rank
SVOL Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
SVOL Sortino Ratio Rank: 1616
Sortino Ratio Rank
SVOL Omega Ratio Rank: 1818
Omega Ratio Rank
SVOL Calmar Ratio Rank: 1919
Calmar Ratio Rank
SVOL Martin Ratio Rank: 1818
Martin Ratio Rank

VIXY
VIXY Risk / Return Rank: 11
Overall Rank
VIXY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
VIXY Sortino Ratio Rank: 11
Sortino Ratio Rank
VIXY Omega Ratio Rank: 11
Omega Ratio Rank
VIXY Calmar Ratio Rank: 11
Calmar Ratio Rank
VIXY Martin Ratio Rank: 22
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. VIXY - Risk-Adjusted Trends Comparison

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


SVOLVIXYDifference
Sharpe ratioReturn per unit of total volatility

+1.48

Sortino ratioReturn per unit of downside risk

+2.41

Omega ratioGain probability vs. loss probability

1.12

0.82

+0.30

Calmar ratioReturn relative to maximum drawdown

0.82

-0.95

+1.77

Martin ratioReturn relative to average drawdown

1.94

-1.34

+3.28

SVOL vs. VIXY - Sharpe Ratio Comparison

The current SVOL Sharpe Ratio is 0.51, which is higher than the VIXY Sharpe Ratio of -0.97. The chart below compares the historical Sharpe Ratios of SVOL and VIXY, 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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Sharpe Ratios by Period


SVOLVIXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

-0.97

+1.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

-0.67

+0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

-0.69

+1.05

Drawdowns

SVOL vs. VIXY - Drawdown Comparison

The maximum SVOL drawdown since its inception was -33.50%, smaller than the maximum VIXY drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SVOL and VIXY.


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Drawdown Indicators


SVOLVIXYDifference

Max Drawdown

Largest peak-to-trough decline

-33.50%

-100.00%

+66.50%

Max Drawdown (1Y)

Largest decline over 1 year

-13.01%

-56.72%

+43.71%

Max Drawdown (3Y)

Largest decline over 3 years

-33.50%

-81.00%

+47.50%

Max Drawdown (5Y)

Largest decline over 5 years

-33.50%

-95.92%

+62.42%

Max Drawdown (10Y)

Largest decline over 10 years

-99.87%

Current Drawdown

Current decline from peak

-2.98%

-100.00%

+97.02%

Average Drawdown

Average peak-to-trough decline

-4.77%

-92.18%

+87.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.49%

40.22%

-34.73%

Volatility

SVOL vs. VIXY - Volatility Comparison

The current volatility for Simplify Volatility Premium ETF (SVOL) is 1.41%, while ProShares VIX Short-Term Futures ETF (VIXY) has a volatility of 8.03%. This indicates that SVOL experiences smaller price fluctuations and is considered to be less risky than VIXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SVOLVIXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

8.03%

-6.62%

Volatility (6M)

Calculated over the trailing 6-month period

9.57%

41.47%

-31.90%

Volatility (1Y)

Calculated over the trailing 1-year period

20.90%

55.89%

-34.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.99%

70.31%

-48.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.92%

72.48%

-50.56%

SVOL vs. VIXY - Expense Ratio Comparison

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


Dividends

SVOL vs. VIXY - Dividend Comparison

SVOL's dividend yield for the trailing twelve months is around 22.10%, while VIXY has not paid dividends to shareholders.


PositionTTM20252024202320222021
SVOL
Simplify Volatility Premium ETF
22.10%19.82%16.79%16.36%18.32%4.65%
VIXY
ProShares VIX Short-Term Futures ETF
0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SVOL and VIXY have a correlation of -0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIXY has higher volatility (8.03%) compared to SVOL (1.41%). In terms of maximum drawdown, SVOL dropped -33.50% vs VIXY's -100.00%.

On 5-year performance, SVOL leads with 6.70% vs -46.70% for VIXY. On fees, SVOL is cheaper at 0.50% per year. On volatility, SVOL has been the lower-risk option at 1.41%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SVOL has performed better with a 6.70% return vs -46.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SVOL is cheaper with a 0.50% expense ratio, compared with 0.85% for VIXY.

SVOL has the higher dividend yield at 22.10%, compared with 0.00% for VIXY.

They also come from different issuers: Simplify and ProFund Advisors LLC. Their fees differ too: 0.50% for SVOL and 0.85% for VIXY.

SVOL currently has the higher Sharpe Ratio (0.51 vs -0.97), 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.

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