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SSPY vs SPBC

Stratified LargeCap Index ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

SSPY is an equity ETF, while SPBC is an alternative ETF. SSPY charges 0.45% a year and SPBC 0.54%.

  • SSPY is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • SSPY follows a index tracking strategy; SPBC uses multi strategy.
  • SSPY costs 0.09% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SSPYSPBC
Annual cost (TER)0.45%0.54%
Fund size (AUM)$125M$45M
Since20192021
Dividend yield1.26%0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+21.3%+17.8%
CAGR 3Y+14.9%+27.7%
CAGR 5Y+9.2%+15.7%
Sharpe 3Y0.841.27
Volatility 1Y10.78%14.86%
Max drawdown-36.67%-33.81%

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

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