Simplify Asset ManagementDigital AssetsSPBC · Nasdaq

Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC)

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Price: $49.14; —30 Oct 2026
Assets: $41.3M; Total net assets
Expense ratio: 0.54%; Category 0.99%
Yield: 0.80%; Trailing distributions

1Y return: 9.2%+26.0%; Category -16.8%
3Y CAGR: 27.8%; Annualised
5Y CAGR: 13.5%; Annualised

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Simplify US Equity PLUS Bitcoin Strategy ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-1.9%	+3.6%	+5.6%	+10.6%	+9.2%	+27.8%	+13.5%	—	+15.4%
Digital Assets average	-13.0%	4.5%	-13.6%	-10.2%	-16.8%	—	—	—	-11.0%
Difference	+11.1%	-0.9%	+19.2%	+20.8%	+26.0%	—	—	—	+26.5%

Holdings

The 2 largest positions make up 89.0% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
IVV	iShares Core S&P 500 ETF	79.97%
HODL	VanEck Bitcoin ETF	9.04%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 24.2
P/B: 5.3
P/S: 3.6
P/CF: 18.8

Sector allocation

Share of the equity the fund holds.

Technology40.5%
Financial services11.2%
Communication services10.0%
Health care9.3%
Consumer discretionary8.7%
Industrials7.5%
Consumer staples4.3%
Energy3.4%
Utilities1.9%
Real estate1.7%
Materials1.6%

Asset mix

Stocks90.8%
Other9.0%
Cash0.2%

ETF details

Issuer: Simplify Asset Management
Category: Asset Allocation · Digital Assets
Ticker: SPBC
Exchange: Nasdaq
Inception: 24 May 2021 (5.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.54% (category 0.99%)
Holdings turnover: 15% (category 91%)
Distribution yield: 0.80%
Beta, 3 years: 0.00
Total net assets: $41.3M

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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