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SPBC vs DINE

Simplify US Equity PLUS Bitcoin Strategy ETF vs Simplify Tax Aware Diversified Income Strategy ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

Key differences

SPBC is an alternative ETF, while DINE is an equity ETF. SPBC charges 0.54% a year and DINE 0.15%.

  • SPBC is an alternative fund, while DINE is an equity fund. They carry different risk/return profiles.
  • SPBC follows a multi strategy strategy; DINE uses active selection.
  • SPBC covers North America; DINE covers emerging markets.
  • DINE costs 0.39% less per year.
  • SPBC is much larger than DINE. 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

SPBCDINE
Annual cost (TER)0.54%0.15%
Fund size (AUM)$45M$3M
Since20212026
Dividend yield0.82%
Asset classalternativeequity
Regionnorth americaemerging markets
Strategymulti strategyactive selection
CAGR 1Y+17.8%N/A
CAGR 3Y+27.7%N/A
CAGR 5Y+15.7%N/A
Sharpe 3Y1.27N/A
Volatility 1Y14.86%
Max drawdown-33.81%-1.23%

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

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