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SPBC vs FAAR

Simplify US Equity PLUS Bitcoin Strategy ETF vs First Trust Alternative Absolute Return Strategy ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

FAAR

First Trust Alternative Absolute Return Strategy ETF

Annual cost

0.98%

Fund size

$176M

Key differences

Both SPBC and FAAR are alternative ETFs. SPBC charges 0.54% a year and FAAR 0.98%. The main difference: SPBC follows a multi strategy strategy; FAAR uses long short.

  • SPBC follows a multi strategy strategy; FAAR uses long short.
  • SPBC costs 0.44% less per year.
  • FAAR 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.
  • FAAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPBCFAAR
Annual cost (TER)0.54%0.98%
Fund size (AUM)$45M$176M
Since20212016
Dividend yield0.82%9.19%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategylong short
CAGR 1Y+17.8%+33.2%
CAGR 3Y+27.7%+11.1%
CAGR 5Y+15.7%+7.4%
Sharpe 3Y1.270.67
Volatility 1Y14.86%13.49%
Max drawdown-33.81%-18.03%

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

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