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SPBC vs SPD

Simplify US Equity PLUS Bitcoin Strategy ETF vs Simplify US Equity PLUS Downside Convexity ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Simplify Asset Management

Annual cost

0.54%

Fund size

$43M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$109M

Key differences

  • SPBC follows a multi strategy strategy; SPD uses option income.
  • Over the last 3 years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SPBCSPD
Annual cost (TER)0.54%0.53%
Fund size (AUM)$43M$109M
Since20212020
Dividend yield0.86%1.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+24.7%+15.3%
CAGR 3Y+29.4%+18.4%
CAGR 5YN/A+8.3%
Sharpe 3Y1.360.87
Volatility 1Y14.59%13.38%
Max drawdown-33.81%-27.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPBC and SPD