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SPBC vs EDGU
Simplify US Equity PLUS Bitcoin Strategy ETF vs 3EDGE Dynamic US Equity ETF
Key differences
SPBC is an alternative ETF, while EDGU is an equity ETF. SPBC charges 0.54% a year and EDGU 0.91%.
- SPBC is an alternative fund, while EDGU is an equity fund. They carry different risk/return profiles.
- SPBC follows a multi strategy strategy; EDGU uses active selection.
- SPBC costs 0.37% less per year.
- EDGU is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SPBC | EDGU | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.91% |
| Fund size (AUM) | $45M | $148M |
| Since | 2021 | 2024 |
| Dividend yield | 0.82% | 0.65% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +17.8% | +25.3% |
| CAGR 3Y | +27.7% | N/A |
| CAGR 5Y | +15.7% | N/A |
| Sharpe 3Y | 1.27 | N/A |
| Volatility 1Y | 14.86% | 12.32% |
| Max drawdown | -33.81% | -17.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.