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SPBC vs FTLS

Simplify US Equity PLUS Bitcoin Strategy ETF vs First Trust Long/Short Equity ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

Key differences

Both SPBC and FTLS are alternative ETFs. SPBC charges 0.54% a year and FTLS 1.38%. The main difference: SPBC follows a multi strategy strategy; FTLS uses long short.

  • SPBC follows a multi strategy strategy; FTLS uses long short.
  • SPBC costs 0.84% less per year.
  • FTLS 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.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPBCFTLS
Annual cost (TER)0.54%1.38%
Fund size (AUM)$45M$2.3B
Since20212014
Dividend yield0.82%0.90%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategylong short
CAGR 1Y+17.8%+14.5%
CAGR 3Y+27.7%+14.1%
CAGR 5Y+15.7%+10.0%
Sharpe 3Y1.271.02
Volatility 1Y14.86%8.36%
Max drawdown-33.81%-20.54%

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

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