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SPBC vs FSEV

Simplify US Equity PLUS Bitcoin Strategy ETF vs Fidelity Enhanced Small Cap Value ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

FSEV

Fidelity Enhanced Small Cap Value ETF

Annual cost

Fund size

Key differences

SPBC is an alternative ETF, while FSEV is an equity ETF.

  • SPBC is an alternative fund, while FSEV is an equity fund. They carry different risk/return profiles.
  • SPBC follows a multi strategy strategy; FSEV uses index enhanced.

Side-by-side comparison

SPBCFSEV
Annual cost (TER)0.54%
Fund size (AUM)$45M
Since2021
Dividend yield0.82%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyindex enhanced
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%-4.16%

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

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