SVOL vs ZIG
Simplify Volatility Premium ETF vs The Acquirers Fund ETF
Which is better, SVOL or ZIG?
Each has led over a different period.
SVOL has a lower expense ratio. SVOL led over 1Y, 5Y and the full window, ZIG over 3Y.
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 | ZIG |
|---|---|---|
| Expense Ratio | 0.66%Best | 0.75% |
| AUM | $530M | $30M |
| Dividend Yield | 21.23% | 1.70% |
| Holdings | 109 | 97 |
| YTD Return | +11.39%Best | +5.85% |
| 1Y Return | +17.01%Best | +7.60% |
| 3Y Return (annualized) | +8.93% | +10.04%Best |
| 5Y Return (annualized) | +7.72%Best | +7.65% |
| Volatility (annualized) | 13.4%Best | 20.3% |
| Max Drawdown | -33.5% | -29.8%Best |
| $10,000 over 5 years | $14,504Best | $14,457 |
| Fund Family | Simplify Exchange Traded Funds | Acquirers Funds, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 12, 2021 | May 14, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Oct 14, 2026 (5.4 years).
SVOL vs ZIG 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 5.4 years both funds cover.
SVOL vs ZIG Performance
Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds and The Acquirers Fund ETF (ZIG) is an ETF from Acquirers Funds, LLC. Over the past year SVOL returned +17.01% while ZIG returned +7.60%. Year to date, SVOL is up 11.39% versus a gain of 5.85% for ZIG.
Over three years, SVOL compounded at +8.93% per year against +10.04% for ZIG; over five years the annualized figures are +7.72% and +7.65% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ZIG has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 13.4% 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 -29.8% for ZIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SVOL charges 0.66% per year while ZIG charges 0.75%. On a $10,000 position that is $66 vs $75 annually, a gap of $9 per year that compounds over a long holding period. On income, SVOL currently yields 21.23% against 1.70% for ZIG.
Holdings Overlap
We hold position weights for 10 holdings in SVOL and 32 in ZIG, totalling 48.8% and 100.0% 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 32 in ZIG, against full books of 109 and 97.
You are not choosing between two funds in isolation.
Whichever of SVOL and ZIG 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 ZIG?
SVOL has an expense ratio of 0.66% while ZIG charges 0.75%. SVOL is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, SVOL or ZIG?
Over the past year SVOL returned +17.01% vs +7.60% for ZIG, so SVOL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SVOL or ZIG?
ZIG has been the more volatile fund at 20.3% annualized versus 13.4% for SVOL. Worst drawdown: SVOL -33.5% vs ZIG -29.8%.
Should I hold both SVOL and ZIG?
SVOL and ZIG have a monthly-return correlation of 0.57, 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 ZIG?
SVOL yields 21.23% while ZIG yields 1.70%, so SVOL currently pays the higher dividend yield.
Is ZIG better than SVOL?
SVOL has a lower expense ratio. SVOL led over 1Y, 5Y and the full window, ZIG over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.