SVOL vs YALL
Simplify Volatility Premium ETF vs Truth Social God Bless America ETF
Which is better, SVOL or YALL?
Each has led over a different period.
YALL has a lower expense ratio. SVOL led over 1Y, YALL over 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SVOL | YALL |
|---|---|---|
| Expense Ratio | 0.66% | 0.65%Best |
| AUM | $530M | $82M |
| Dividend Yield | 21.23% | 0.48% |
| Holdings | 109 | 42 |
| YTD Return | +11.39%Best | -1.50% |
| 1Y Return | +17.01%Best | -4.36% |
| 3Y Return (annualized) | +8.93% | +18.55%Best |
| 5Y Return (annualized) | +7.72% | - |
| Volatility (annualized) | 12.9%Best | 16.1% |
| Max Drawdown | -33.5% | -19.7%Best |
| $10,000 over 4 years | $16,543 | $22,438Best |
| Fund Family | Simplify Exchange Traded Funds | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 12, 2021 | Oct 10, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 11, 2022 to Oct 14, 2026 (4 years).
SVOL vs YALL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4 years both funds cover.
SVOL vs YALL Performance
Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year SVOL returned +17.01% while YALL returned -4.36%. Year to date, SVOL is up 11.39% versus a loss of 1.50% for YALL.
Over three years, SVOL compounded at +8.93% per year against +18.55% for YALL. Across the full 4-year window we track, YALL has the edge at +22.39% annualized vs +13.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 12.9% for SVOL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.5% for SVOL and -19.7% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SVOL charges 0.66% per year while YALL charges 0.65%. On a $10,000 position that is $66 vs $65 annually, a gap of $1 per year that compounds over a long holding period. On income, SVOL currently yields 21.23% against 0.48% for YALL.
Holdings Overlap
We hold position weights for 10 holdings in SVOL and 39 in YALL, totalling 48.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in SVOL and 39 in YALL, against full books of 109 and 42.
What only one of them owns
Measured across the 10 and 39 positions we hold weights for.
SVOL holds 10 positions YALL does not, 48.8% of the fund.
Largest: QIS 8.91%, CTAP 8.34%, NMB 7.06%, NXTI 5.70%, SPUC 5.26%
You are not choosing between two funds in isolation.
Whichever of SVOL and YALL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SVOL or YALL?
SVOL has an expense ratio of 0.66% while YALL charges 0.65%. YALL is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, SVOL or YALL?
Over the past year SVOL returned +17.01% vs -4.36% for YALL, so SVOL leads on 1-year performance. Over the longest common window we track (4 years), SVOL annualized +13.41% vs +22.39% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SVOL or YALL?
YALL has been the more volatile fund at 16.1% annualized versus 12.9% for SVOL. Worst drawdown: SVOL -33.5% vs YALL -19.7%.
Should I hold both SVOL and YALL?
SVOL and YALL have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SVOL or YALL?
SVOL yields 21.23% while YALL yields 0.48%, so SVOL currently pays the higher dividend yield.
Is YALL better than SVOL?
YALL has a lower expense ratio. SVOL led over 1Y, YALL over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.