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FTLS vs SPBC

First Trust Long/Short Equity ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

Both FTLS and SPBC are alternative ETFs. FTLS charges 1.38% a year and SPBC 0.54%. The main difference: FTLS follows a long short strategy; SPBC uses multi strategy.

  • FTLS follows a long short strategy; SPBC uses multi strategy.
  • SPBC costs 0.84% less per year.
  • FTLS is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPBC has delivered higher annualized returns.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTLSSPBC
Annual cost (TER)1.38%0.54%
Fund size (AUM)$2.3B$45M
Since20142021
Dividend yield0.90%0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortmulti strategy
CAGR 1Y+14.5%+17.8%
CAGR 3Y+14.1%+27.7%
CAGR 5Y+10.0%+15.7%
Sharpe 3Y1.021.27
Volatility 1Y8.36%14.86%
Max drawdown-20.54%-33.81%

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

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