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SPBC vs SSPY
Simplify US Equity PLUS Bitcoin Strategy ETF vs Stratified LargeCap Index ETF
Key differences
SPBC is an alternative ETF, while SSPY is an equity ETF. SPBC charges 0.54% a year and SSPY 0.45%.
- SPBC is an alternative fund, while SSPY is an equity fund. They carry different risk/return profiles.
- SPBC follows a multi strategy strategy; SSPY uses index tracking.
- SSPY costs 0.09% less per year.
- Over the last three years, SPBC has delivered higher annualized returns.
Side-by-side comparison
| SPBC | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.45% |
| Fund size (AUM) | $45M | $125M |
| Since | 2021 | 2019 |
| Dividend yield | 0.82% | 1.26% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +17.8% | +21.3% |
| CAGR 3Y | +27.7% | +14.9% |
| CAGR 5Y | +15.7% | +9.2% |
| Sharpe 3Y | 1.27 | 0.84 |
| Volatility 1Y | 14.86% | 10.78% |
| Max drawdown | -33.81% | -36.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.