Simplify US Equity PLUS Bitcoin Strategy ETF
This fund does not currently behave like the group it was assigned to, so its grouping is being re-reviewed. Grading pauses until the review resolves, because a letter measured against the wrong peer group would be a statement about the wrong funds.
The ETF.net SPBC Grade
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Under classification review
This fund does not currently behave like the group it was assigned to, so its grouping is being re-reviewed. Grading pauses until the review resolves, because a letter measured against the wrong peer group would be a statement about the wrong funds.
Our read on SPBC
In short
A US equity core with a bitcoin sleeve and an active options overlay, in one ticker. The bitcoin piece comes from futures and bitcoin-linked funds, never coins, and it charges about half its cohort's median fee.
Stated mandate
The fund seeks income and capital appreciation through Bitcoin exposure obtained via Bitcoin futures and/or Bitcoin-related exchange-traded products, combined with an actively managed options overlay. It does not invest directly in Bitcoin.
Why people hold it
Worth knowing
SPBC Holdings
- Stocks
- 4
- 100%
- IVV
Sectors
- Technology40.0%
- Financials11.4%
- Communication9.9%
- Health Care9.4%
- Consumer Discretionary8.8%
- Industrials7.6%
- Consumer Staples4.4%
- Energy3.4%
- Utilities1.9%
- Real Estate1.7%
- Materials1.6%
Geography
- United States100.00%
SPBC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
SPBC$11,288
Returns run to the Oct 20, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | SPBC |
|---|---|
| Year to date | +13.3% |
| 1 month | +1.1% |
| 3 months | +6.6% |
| 1 year | +12.9% |
| 3 years | +28.9% |
| 5 years | +14.2% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | SPBC |
|---|---|---|
| 2026 YTD | +13.3% | |
| 2025 | +16.9% | |
| 2024 | +37.3% | |
| 2023 | +48.1% | |
| 2022 | −28.0% | |
| 2021 | +15.2% |
SPBC in the news
SPBC Dividends
- 0.79%
- $0.40
- $0.10 per share
- Quarterly
Distribution history
SPBC Risk
- 15.8%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.42
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −33.8%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.21
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
SPBC Cost
0.54%