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ISBG vs SPBC

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

Both ISBG and SPBC are alternative ETFs. ISBG charges 1.14% a year and SPBC 0.54%. The main difference: ISBG follows a active selection strategy; SPBC uses multi strategy.

  • ISBG follows a active selection strategy; SPBC uses multi strategy.
  • SPBC costs 0.60% less per year.
  • SPBC is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • SPBC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGSPBC
Annual cost (TER)1.14%0.54%
Fund size (AUM)$5M$45M
Since20262021
Dividend yield0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+15.5%
CAGR 3YN/A+26.8%
CAGR 5YN/A+15.2%
Sharpe 3YN/A1.23
Volatility 1Y14.77%
Max drawdown-51.76%-33.81%

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

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