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XCHG vs SPBC

Ab US Equity ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

XCHG is an equity ETF, while SPBC is an alternative ETF. XCHG charges 0.50% a year and SPBC 0.54%.

  • XCHG is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • XCHG follows a active selection strategy; SPBC uses multi strategy.
  • XCHG is much larger than SPBC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGSPBC
Annual cost (TER)0.50%0.54%
Fund size (AUM)$702M$45M
Since20252021
Dividend yield0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+17.8%
CAGR 3YN/A+27.7%
CAGR 5YN/A+15.7%
Sharpe 3YN/A1.27
Volatility 1Y14.86%
Max drawdown-9.67%-33.81%

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

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