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OPTZ vs SPBC
Optimize Strategy Index ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF
Key differences
- OPTZ costs 0.29% less per year.
- OPTZ is significantly larger than SPBC — larger funds tend to be more liquid and less likely to close.
- OPTZ is classified as equity, while SPBC is alternative — different risk/return profiles.
- OPTZ follows a index tracking strategy; SPBC uses multi strategy.
Side-by-side comparison
| OPTZ | SPBC | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.54% |
| Fund size (AUM) | $242M | $43M |
| Since | 2024 | 2021 |
| Dividend yield | 0.50% | 0.86% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +54.9% | +24.7% |
| CAGR 3Y | N/A | +29.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.36 |
| Volatility 1Y | 18.03% | 14.59% |
| Max drawdown | -25.75% | -33.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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