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SPBC vs LALT

Simplify US Equity PLUS Bitcoin Strategy ETF vs First Trust Multi-Strategy Alternative ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

Key differences

Both SPBC and LALT are alternative ETFs. SPBC charges 0.54% a year and LALT 1.18%. The main difference: SPBC costs 0.64% less per year.

  • SPBC costs 0.64% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SPBCLALT
Annual cost (TER)0.54%1.18%
Fund size (AUM)$45M$65M
Since20212023
Dividend yield0.82%3.68%
Asset classalternativealternative
Regionnorth america
Strategymulti strategymulti strategy
CAGR 1Y+17.8%+19.2%
CAGR 3Y+27.7%+10.1%
CAGR 5Y+15.7%N/A
Sharpe 3Y1.271.04
Volatility 1Y14.86%7.01%
Max drawdown-33.81%-6.96%

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

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