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FDRS vs SPBC

Founder-Led ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

FDRS is an equity ETF, while SPBC is an alternative ETF. FDRS charges 0.49% a year and SPBC 0.54%.

  • FDRS is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • FDRS follows a index tracking strategy; SPBC uses multi strategy.
  • FDRS costs 0.05% less per year.

Side-by-side comparison

FDRSSPBC
Annual cost (TER)0.49%0.54%
Fund size (AUM)$94M$45M
Since20252021
Dividend yield0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1YN/A+17.8%
CAGR 3YN/A+27.7%
CAGR 5YN/A+15.7%
Sharpe 3YN/A1.27
Volatility 1Y14.86%
Max drawdown-21.64%-33.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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