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Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC)
About this ETF
SPBC adds Bitcoin exposure to a portfolio of US equities. The fund invests at least 80% of its assets in US equity securities, which include common stocks, preferred stocks, or futures on common or preferred stocks via ETFs and futures. SPBC does not hold physical Bitcoin or invest directly in Bitcoin, Bitcoin futures, or other cryptocurrencies. Instead, the fund aims to allocate 10% of its total assets to exchange-traded products (ETPs) that directly hold spot Bitcoin. The adviser selects Bitcoin ETPs that it believes to offer sufficient liquidity and relatively low expenses. The fund generally rebalances this allocation quarterly but may rebalance more frequently to ensure that Bitcoin exposure does not exceed 25% of its assets. Prior to November 1,…
Price
Top 10 holdings
| ISHARES CORE S+P 500 ETF IVV | 79.31% |
| S&P500 EMINI FUT Sep26 | 10.02% |
| VANECK BITCOIN ETF HODL | 9.67% |
| Cash | 0.99% |
Sector mix
Price chart
Returns
| 1 month | +3.17% |
| 3 months | +8.62% |
| 6 months | +4.79% |
| Year to date | +6.26% |
| 1 year | +12.71% |
| 3 years (ann.) | +24.06% |
| 5 years (ann.) | +13.20% |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 15.04% |
| Sharpe (1y) | 0.87 |
| Sharpe (3y) | 1.31 |
| Sortino (1y) | 1.24 |
| Max drawdown (1y) | -12.63% |
| Max drawdown (5y) | -35.13% |
| Max drawdown (full) | -35.13% |
| Beta vs S&P 500 (1y) | 1.16 |
| Correlation vs S&P 500 (1y) | 0.97 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2026-06-25 | 2026-06-30 | USD 0.1000 |
| 2026-03-26 | 2026-03-31 | USD 0.1000 |
| 2025-12-23 | 2025-12-31 | USD 0.1000 |
| 2025-09-25 | 2025-09-30 | USD 0.1000 |
| 2025-06-25 | 2025-06-30 | USD 0.1000 |
| 2025-03-26 | 2025-03-31 | USD 0.0800 |
| 2024-12-23 | 2024-12-31 | USD 0.1000 |
| 2024-09-25 | 2024-09-30 | USD 0.0800 |
| 2024-06-25 | 2024-06-28 | USD 0.1000 |
| 2024-03-25 | 2024-03-28 | USD 0.1000 |
| 2023-09-27 | 2023-09-29 | USD 0.1000 |
| 2023-06-27 | 2023-07-03 | USD 0.1000 |
| 2023-03-27 | 2023-03-31 | USD 0.8774 |
| 2022-06-27 | 2022-06-30 | USD 0.1022 |
| 2022-03-28 | 2022-03-31 | USD 0.0184 |
| 2021-12-27 | 2021-12-30 | USD 0.4184 |
| 2021-09-27 | 2021-09-30 | USD 0.0120 |
| 2021-06-28 | 2021-07-01 | USD 0.0438 |
ESG profile
No ESG estimate available: none of the scored universe overlaps this portfolio (typical for bond, commodity or synthetic funds).
Scored coverage: 0.0% of the portfolio by weight.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF SPYM | 0.02% | 159.32B | 0.0% |
| Vanguard Mid-Cap ETF VO | 0.03% | 218.80B | 0.0% |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 0.0% |
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 0.0% |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 0.0% |
