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SPBC vs RSBT

Simplify US Equity PLUS Bitcoin Strategy ETF vs Return Stacked Bonds & Managed Futures ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

RSBT

Return Stacked Bonds & Managed Futures ETF

Annual cost

1.01%

Fund size

$126M

Key differences

Both SPBC and RSBT are alternative ETFs. SPBC charges 0.54% a year and RSBT 1.01%. The main difference: SPBC costs 0.47% less per year.

  • SPBC costs 0.47% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SPBCRSBT
Annual cost (TER)0.54%1.01%
Fund size (AUM)$45M$126M
Since20212023
Dividend yield0.82%2.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategymulti strategy
CAGR 1Y+15.5%+22.0%
CAGR 3Y+26.8%+3.1%
CAGR 5Y+15.2%N/A
Sharpe 3Y1.230.03
Volatility 1Y14.77%14.70%
Max drawdown-33.81%-23.60%

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

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